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Buckingham Strategic Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Buckingham Strategic Wealth’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$5.32K Buy
+800
New +$53.2K ﹤0.01% 774

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Buckingham Strategic Wealth's VGT Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Vanguard Information Technology ETF (VGT) stake by 17% in Q2 2024, buying an estimated $563K and bringing the position to 56,896 shares worth $4.1M. The position accounts for 0.04% of the portfolio, ranked #165.

Buckingham Strategic Wealth first reported a position in VGT in Q4 2017 and has held it in 27 quarters since. 1,529 funds tracked by Wall St. Rank hold VGT as of Q2 2024.

  • Buckingham Strategic Wealth held 56,896 shares of Vanguard Information Technology ETF worth $4.1M as of Q2 2024.
  • Buckingham Strategic Wealth bought 8,464 Vanguard Information Technology ETF shares in Q2 2024, an estimated $563K.
  • Vanguard Information Technology ETF made up 0.04% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #165 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 27 quarters since.
  • 1,529 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.