Court Place Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Court Place Advisors’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 Q3	$299K	Hold	3,200	–	–	0.09%	119
2025 Q2	$265K	Hold	3,200	–	–	0.08%	127
2025 Q1	$217K	Hold	3,200	–	–	0.07%	140
2024 Q4	$249K	Hold	3,200	–	–	0.08%	132
2024 Q3	$235K	Hold	3,200	–	–	0.07%	153
2024 Q2	$231K	Hold	3,200	–	–	0.07%	149
2024 Q1	$210K	Buy	+3,200	New	+$203K	0.07%	150

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Court Place Advisors's VGT Position: Q3 2025 in Review

Court Place Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q3 2025 at 3,200 shares worth $299K. The position accounts for 0.09% of the portfolio, ranked #119.

Court Place Advisors first reported a position in VGT in Q1 2024 and has held it in 7 quarters since. 1,856 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Court Place Advisors held 3,200 shares of Vanguard Information Technology ETF worth $299K as of Q3 2025.
Court Place Advisors left its Vanguard Information Technology ETF share count unchanged in Q3 2025.
Vanguard Information Technology ETF made up 0.09% of Court Place Advisors's portfolio in Q3 2025, its #119 holding.
Court Place Advisors first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 7 quarters since.
1,856 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.