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

Darwin 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 		– Sell
-328
Closed -$25.5K – 677
2025
Q1 		$25.5K Hold
328
– – 0.01% 279
2024
Q4 		$25.5K Hold
328
– – 0.01% 279
2024
Q3 		$24K Buy
+328
New +$23.3K 0.01% 293
2020
Q2 		– Sell
-3,848
Closed -$101K – 762
2020
Q1 		$101K Buy
+3,848
New +$117K 0.03% 177

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

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

Darwin Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q2 2025, closing a stake of 328 shares — an estimated $25.5K sold.

Darwin Wealth Management first reported a position in VGT in Q1 2020 and held it in 4 quarters. The position peaked at $101K in Q1 2020. 1,783 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

  • Darwin Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 328 Vanguard Information Technology ETF shares in Q2 2025, an estimated $25.5K.
  • Darwin Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2020 and held it in 4 quarters.
  • Darwin Wealth Management's Vanguard Information Technology ETF position peaked at $101K in Q1 2020.
  • 1,783 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on Darwin Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.