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Girard Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Girard Partners’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
2024
Q2 		$224K Hold
3,104
– – 0.02% 244
2024
Q1 		$203K Buy
+3,104
New +$197K 0.02% 259
2022
Q4 		– Sell
-9,856
Closed -$378K – 267
2022
Q3 		$378K Buy
+9,856
New +$433K 0.05% 178
2018
Q4 		– Sell
-1,600
Closed -$40K – 805
2018
Q3 		$40K Buy
+1,600
New +$38.9K 0.01% 487

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Girard Partners's VGT Position: Q2 2024 in Review

Girard Partners held its Vanguard Information Technology ETF (VGT) position steady in Q2 2024 at 3,104 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #244.

Girard Partners first reported a position in VGT in Q3 2018 and has held it in 4 quarters since. The position peaked at $378K in Q3 2022. 1,529 funds tracked by Wall St. Rank hold VGT as of Q2 2024.

  • Girard Partners held 3,104 shares of Vanguard Information Technology ETF worth $224K as of Q2 2024.
  • Girard Partners left its Vanguard Information Technology ETF share count unchanged in Q2 2024.
  • Vanguard Information Technology ETF made up 0.02% of Girard Partners's portfolio in Q2 2024, its #244 holding.
  • Girard Partners first reported a position in Vanguard Information Technology ETF in Q3 2018 and has held it in 4 quarters since.
  • Girard Partners's Vanguard Information Technology ETF position peaked at $378K in Q3 2022.
  • 1,529 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.