Congress Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Congress Wealth Management’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
2025 Q2	$33.3M	Buy	401,096 +73,984	+23%	+$5.38M	0.32%	70
2025 Q1	$22.8M	Buy	327,112 +286,776	+711%	+$21.6M	0.27%	93
2024 Q4	$3.14M	Buy	40,336 +9,776	+32%	+$751K	0.04%	348
2024 Q3	$2.24M	Buy	30,560 +13,232	+76%	+$940K	0.03%	404
2024 Q2	$1.25M	Sell	17,328 -23,904	-58%	-$1.59M	0.02%	399
2024 Q1	$2.7M	Sell	41,232 -264	-0.6%	-$16.7K	0.05%	284
2023 Q4	$2.51M	Sell	41,496 -67,176	-62%	-$3.74M	0.05%	290
2023 Q3	$5.64M	Buy	108,672 +87,232	+407%	+$4.74M	0.12%	200
2023 Q2	$1.18M	Buy	21,440 +12,912	+151%	+$648K	0.03%	325
2023 Q1	$411K	Sell	8,528 -40	-0.5%	-$1.77K	0.01%	439
2022 Q4	$342K	Hold	8,568	–	–	0.01%	458
2022 Q3	$330K	Sell	8,568 -328	-4%	-$14.4K	0.01%	458
2022 Q2	$363K	Sell	8,896 -16	-0.2%	-$721	0.01%	444
2022 Q1	$464K	Buy	+8,912	New	+$457K	0.01%	451

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Congress Wealth Management's VGT Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 23% in Q2 2025, buying an estimated $5.38M and bringing the position to 401,096 shares worth $33.3M. The position accounts for 0.32% of the portfolio, ranked #70.

Congress Wealth Management first reported a position in VGT in Q1 2022 and has held it in 14 quarters since. 1,786 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

Congress Wealth Management held 401,096 shares of Vanguard Information Technology ETF worth $33.3M as of Q2 2025.
Congress Wealth Management bought 73,984 Vanguard Information Technology ETF shares in Q2 2025, an estimated $5.38M.
Vanguard Information Technology ETF made up 0.32% of Congress Wealth Management's portfolio in Q2 2025, its #70 holding.
Congress Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2022 and has held it in 14 quarters since.
1,786 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.