First Heartland Consultants’s Vanguard Information Technology ETF VGT Stock Holding History

First Heartland Consultants’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	-2,464	Closed	-$230K	–	566
2025 Q3	$230K	Buy	2,464 +16	+0.7%	+$1.4K	0.02%	472
2025 Q2	$203K	Buy	+2,448	New	+$178K	0.02%	484
2024 Q3	–	Sell	-2,952	Closed	-$213K	–	495
2024 Q2	$213K	Buy	+2,952	New	+$196K	0.01%	411
2022 Q3	–	Sell	-4,936	Closed	-$201K	–	374
2022 Q2	$201K	Sell	4,936 -392	-7%	-$17.7K	0.03%	325
2022 Q1	$277K	Sell	5,328 -1,568	-23%	-$80.5K	0.04%	273
2021 Q4	$394K	Buy	6,896 +200	+3%	+$11K	0.02%	234
2021 Q3	$336K	Sell	6,696 -24,096	-78%	-$1.25M	0.05%	257
2021 Q2	$1.53M	Sell	30,792 -968	-3%	-$45.7K	0.23%	102
2021 Q1	$1.42M	Sell	31,760 -4,648	-13%	-$209K	0.23%	103
2020 Q4	$1.61M	Buy	36,408 +4,784	+15%	+$197K	0.27%	77
2020 Q3	$1.23M	Buy	31,624 +1,088	+4%	+$41K	0.23%	82
2020 Q2	$1.06M	Buy	30,536 +2,432	+9%	+$75.9K	0.21%	100
2020 Q1	$745K	Sell	28,104 -1,464	-5%	-$44.4K	0.19%	105
2019 Q4	$905K	Buy	29,568 +576	+2%	+$16.5K	0.18%	120
2019 Q3	$781K	Buy	28,992 +1,200	+4%	+$32.3K	0.17%	121
2019 Q2	$733K	Buy	27,792 +32	+0.1%	+$825	0.18%	118
2019 Q1	$696K	Buy	27,760 +624	+2%	+$14.5K	0.2%	121
2018 Q4	$566K	Sell	27,136 -40	-0.1%	-$906	0.21%	112
2018 Q3	$688K	Sell	27,176 -344	-1%	-$8.36K	0.22%	105
2018 Q2	$624K	Sell	27,520 -720	-3%	-$16.2K	0.22%	115
2018 Q1	$604K	Buy	28,240 +416	+1%	+$9.08K	0.18%	134
2017 Q4	$573K	Buy	27,824 +656	+2%	+$13.3K	0.17%	133
2017 Q3	$516K	Buy	27,168 +2,824	+12%	+$52.3K	0.13%	210
2017 Q2	$429K	Buy	24,344 +7,656	+46%	+$135K	0.11%	221
2017 Q1	$283K	Buy	+16,688	New	+$273K	0.08%	263
2013 Q3	–	Sell	-2,368	Closed	-$22K	–	368
2013 Q2	$22K	Buy	+2,368	New	+$21.9K	0.01%	316

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Heartland Consultants's VGT Position: Q4 2025 in Review

First Heartland Consultants sold out of Vanguard Information Technology ETF (VGT) in Q4 2025, closing a stake of 2,464 shares — an estimated $230K sold.

First Heartland Consultants first reported a position in VGT in Q2 2013 and held it in 26 quarters. The position peaked at $1.61M in Q4 2020. 2,028 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

First Heartland Consultants reported no remaining Vanguard Information Technology ETF position as of Q4 2025 after selling out during the quarter.
First Heartland Consultants sold 2,464 Vanguard Information Technology ETF shares in Q4 2025, an estimated $230K.
First Heartland Consultants first reported a position in Vanguard Information Technology ETF in Q2 2013 and held it in 26 quarters.
First Heartland Consultants's Vanguard Information Technology ETF position peaked at $1.61M in Q4 2020.
2,028 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on First Heartland Consultants's 13F filing for Q4 2025, filed 9 Jan 2026.