Financial Advocates Investment Management’s Vanguard Information Technology ETF VGT Stock Holding History

Financial Advocates Investment 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 Q3	–	Sell	-10,608	Closed	-$879K	–	578
2025 Q2	$879K	Sell	10,608 -472	-4%	-$34.3K	0.07%	255
2025 Q1	$751K	Sell	11,080 -14,768	-57%	-$1.11M	0.05%	338
2024 Q4	$2.01M	Sell	25,848 -5,032	-16%	-$387K	0.11%	179
2024 Q3	$2.16M	Buy	30,880 +2,152	+7%	+$153K	0.12%	171
2024 Q2	$2.07M	Sell	28,728 -2,304	-7%	-$153K	0.13%	169
2024 Q1	$1.89M	Buy	31,032 +1,752	+6%	+$111K	0.11%	191
2023 Q4	$1.73M	Sell	29,280 -648	-2%	-$36.1K	0.11%	189
2023 Q3	$1.52M	Buy	29,928 +16	+0.1%	+$870	0.11%	203
2023 Q2	$1.65M	Sell	29,912 -7,200	-19%	-$362K	0.12%	188
2023 Q1	$1.79M	Sell	37,112 -1,184	-3%	-$52.3K	0.13%	180
2022 Q4	$1.53M	Sell	38,296 -6,736	-15%	-$275K	0.11%	208
2022 Q3	$1.35M	Buy	45,032 +2,592	+6%	+$114K	0.11%	202
2022 Q2	$1.73M	Sell	42,440 -9,752	-19%	-$439K	0.14%	176
2022 Q1	$2.72M	Buy	52,192 +4,048	+8%	+$208K	0.18%	137
2021 Q4	$2.69M	Sell	48,144 -6,248	-11%	-$343K	0.17%	143
2021 Q3	$2.73M	Buy	54,392 +1,384	+3%	+$71.7K	0.18%	133
2021 Q2	$2.64M	Sell	53,008 -5,304	-9%	-$250K	0.18%	140
2021 Q1	$2.61M	Sell	58,312 -456	-0.8%	-$20.5K	0.19%	128
2020 Q4	$2.6M	Buy	58,768 +2,760	+5%	+$114K	0.18%	128
2020 Q3	$2.18M	Buy	56,008 +720	+1%	+$27.1K	0.19%	115
2020 Q2	$1.93M	Buy	55,288 +672	+1%	+$21K	0.18%	133
2020 Q1	$1.45M	Buy	54,616 +7,328	+15%	+$222K	0.21%	133
2019 Q4	$1.45M	Buy	47,288 +1,184	+3%	+$33.9K	0.15%	155
2019 Q3	$1.24M	Buy	46,104 +2,576	+6%	+$69.4K	0.14%	163
2019 Q2	$1.15M	Sell	43,528 -3,448	-7%	-$88.9K	0.13%	169
2019 Q1	$1.18M	Sell	46,976 -33,120	-41%	-$769K	0.15%	162
2018 Q4	$1.67M	Buy	80,096 +4,456	+6%	+$101K	0.23%	116
2018 Q3	$1.92M	Buy	75,640 +12,112	+19%	+$294K	0.21%	112
2018 Q2	$1.46M	Buy	63,528 +16,672	+36%	+$374K	0.18%	130
2018 Q1	$1M	Buy	46,856 +10,520	+29%	+$230K	0.13%	161
2017 Q4	$748K	Buy	+36,336	New	+$737K	0.1%	202

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

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 $445B AUM 25.58% 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 Advocates Investment Management's VGT Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Information Technology ETF (VGT) in Q3 2025, closing a stake of 10,608 shares — an estimated $879K sold.

Financial Advocates Investment Management first reported a position in VGT in Q4 2017 and held it in 31 quarters. The position peaked at $2.73M in Q3 2021. 1,858 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Financial Advocates Investment Management reported no remaining Vanguard Information Technology ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 10,608 Vanguard Information Technology ETF shares in Q3 2025, an estimated $879K.
Financial Advocates Investment Management first reported a position in Vanguard Information Technology ETF in Q4 2017 and held it in 31 quarters.
Financial Advocates Investment Management's Vanguard Information Technology ETF position peaked at $2.73M in Q3 2021.
1,858 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.