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

Crowley 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
Q4 		– Sell
-352
Closed -$32.9K – 344
2025
Q3 		$32.9K Hold
352
– – 0.03% 171
2025
Q2 		$29.2K Hold
352
– – 0.03% 175
2025
Q1 		$23.9K Hold
352
– – 0.02% 184
2024
Q4 		$27.4K Buy
+352
New +$27K 0.02% 178

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Crowley Wealth Management's VGT Position: Q4 2025 in Review

Crowley Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2025, closing a stake of 352 shares — an estimated $32.9K sold.

Crowley Wealth Management first reported a position in VGT in Q4 2024 and held it in 4 quarters. The position peaked at $32.9K in Q3 2025. 2,033 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

  • Crowley Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 352 Vanguard Information Technology ETF shares in Q4 2025, an estimated $32.9K.
  • Crowley Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Vanguard Information Technology ETF position peaked at $32.9K in Q3 2025.
  • 2,033 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.