Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Financial 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	$455K	Buy	4,880 +80	+2%	+$6.99K	0.08%	55
2025 Q2	$398K	Hold	4,800	–	–	0.07%	56
2025 Q1	$325K	Hold	4,800	–	–	0.06%	59
2024 Q4	$373K	Hold	4,800	–	–	0.07%	53
2024 Q3	$352K	Hold	4,800	–	–	0.07%	57
2024 Q2	$346K	Hold	4,800	–	–	0.07%	53
2024 Q1	$315K	Hold	4,800	–	–	0.07%	58
2023 Q4	$290K	Hold	4,800	–	–	0.07%	57
2023 Q3	$249K	Sell	4,800 -400	-8%	-$21.8K	0.06%	62
2023 Q2	$288K	Buy	5,200 +400	+8%	+$20.1K	0.07%	59
2023 Q1	$231K	Buy	+4,800	New	+$212K	0.06%	68
2022 Q2	–	Sell	-4,800	Closed	-$250K	–	89
2022 Q1	$250K	Hold	4,800	–	–	0.08%	71
2021 Q4	$275K	Hold	4,800	–	–	0.08%	71
2021 Q3	$241K	Hold	4,800	–	–	0.08%	75
2021 Q2	$239K	Hold	4,800	–	–	0.08%	76
2021 Q1	$215K	Hold	4,800	–	–	0.09%	76
2020 Q4	$212K	Buy	+4,800	New	+$197K	0.09%	72

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

Financial Advisors's VGT Position: Q3 2025 in Review

Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 1.7% in Q3 2025, buying an estimated $6.99K and bringing the position to 4,880 shares worth $455K. The position accounts for 0.08% of the portfolio, ranked #55.

Financial Advisors first reported a position in VGT in Q4 2020 and has held it in 17 quarters since. 1,856 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Financial Advisors held 4,880 shares of Vanguard Information Technology ETF worth $455K as of Q3 2025.
Financial Advisors bought 80 Vanguard Information Technology ETF shares in Q3 2025, an estimated $6.99K.
Vanguard Information Technology ETF made up 0.08% of Financial Advisors's portfolio in Q3 2025, its #55 holding.
Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 17 quarters since.
1,856 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.