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GeoWealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

GeoWealth 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
-360
Closed -$29.6K – 1223
2025
Q2 		$29.6K Sell
360
-8
-2% -$582 ﹤0.01% 1018
2025
Q1 		$24.7K Sell
368
-15,504
-98% -$1.17M ﹤0.01% 960
2024
Q4 		$1.23M Hold
15,872
– – 0.04% 259
2024
Q3 		$1.16M Sell
15,872
-3,728
-19% -$265K 0.04% 272
2024
Q2 		$1.41M Buy
19,600
+592
+3% +$39.4K 0.06% 210
2024
Q1 		$1.25M Buy
19,008
+3,768
+25% +$239K 0.05% 251
2023
Q4 		$922K Buy
+15,240
New +$849K 0.08% 224
2023
Q3 		– Sell
-7,360
Closed -$406K – 522
2023
Q2 		$406K Sell
7,360
-840
-10% -$42.2K 0.04% 193
2023
Q1 		$395K Buy
8,200
+584
+8% +$25.8K 0.05% 149
2022
Q4 		$304K Buy
7,616
+88
+1% +$3.59K 0.03% 196
2022
Q3 		$289K Sell
7,528
-16
-0.2% -$704 0.03% 204
2022
Q2 		$308K Sell
7,544
-3,880
-34% -$175K 0.04% 206
2022
Q1 		$594K Buy
11,424
+200
+2% +$10.3K 0.05% 188
2021
Q4 		$644K Sell
11,224
-4,936
-31% -$271K 0.05% 179
2021
Q3 		$809K Buy
16,160
+7,792
+93% +$404K 0.07% 173
2021
Q2 		$417K Buy
8,368
+248
+3% +$11.7K 0.05% 164
2021
Q1 		$364K Sell
8,120
-14,224
-64% -$640K 0.06% 152
2020
Q4 		$985K Buy
22,344
+13,352
+148% +$549K 0.16% 107
2020
Q3 		$350K Sell
8,992
-1,032
-10% -$38.8K 0.11% 111
2020
Q2 		$349K Buy
10,024
+112
+1% +$3.5K 0.14% 114
2020
Q1 		$263K Buy
+9,912
New +$300K 0.19% 77

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
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

GeoWealth Management's VGT Position: Q3 2025 in Review

GeoWealth Management sold out of Vanguard Information Technology ETF (VGT) in Q3 2025, closing a stake of 360 shares — an estimated $29.6K sold.

GeoWealth Management first reported a position in VGT in Q1 2020 and held it in 21 quarters. The position peaked at $1.41M in Q2 2024. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

  • GeoWealth Management reported no remaining Vanguard Information Technology ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 360 Vanguard Information Technology ETF shares in Q3 2025, an estimated $29.6K.
  • GeoWealth Management first reported a position in Vanguard Information Technology ETF in Q1 2020 and held it in 21 quarters.
  • GeoWealth Management's Vanguard Information Technology ETF position peaked at $1.41M in Q2 2024.
  • 1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.