FIG Financial Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

FIG Financial Advisory Services’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 Q1	–	Sell	-25,904	Closed	-$2.01M	–	97
2024 Q4	$2.01M	Buy	+25,904	New	+$1.99M	1.37%	18

Other funds holding VGT

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

JP Morgan Chase New York $1.81T 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

FIG Financial Advisory Services's VGT Position: Q1 2025 in Review

FIG Financial Advisory Services sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 25,904 shares — an estimated $2.01M sold.

FIG Financial Advisory Services first reported a position in VGT in Q4 2024 and held it in 1 quarter. The position peaked at $2.01M in Q4 2024. 1,670 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

FIG Financial Advisory Services reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
FIG Financial Advisory Services sold 25,904 Vanguard Information Technology ETF shares in Q1 2025, an estimated $2.01M.
FIG Financial Advisory Services first reported a position in Vanguard Information Technology ETF in Q4 2024 and held it in 1 quarter.
FIG Financial Advisory Services's Vanguard Information Technology ETF position peaked at $2.01M in Q4 2024.
1,670 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on FIG Financial Advisory Services's 13F filing for Q1 2025, filed 10 Aug 2026.