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

Gries Financial’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	$1.22M	Hold	13,104	–	–	0.19%	121
2025 Q2	$1.09M	Buy	13,104 +4,328	+49%	+$315K	0.2%	117
2025 Q1	$595K	Buy	8,776 +1,560	+22%	+$118K	0.12%	147
2024 Q4	$561K	Hold	7,216	–	–	0.1%	156
2024 Q3	$529K	Hold	7,216	–	–	0.1%	160
2024 Q2	$520K	Hold	7,216	–	–	0.11%	145
2024 Q1	$473K	Buy	7,216 +3,048	+73%	+$193K	0.08%	179
2023 Q4	$252K	Buy	+4,168	New	+$232K	0.06%	181

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Gries Financial's VGT Position: Q3 2025 in Review

Gries Financial held its Vanguard Information Technology ETF (VGT) position steady in Q3 2025 at 13,104 shares worth $1.22M. The position accounts for 0.19% of the portfolio, ranked #121.

Gries Financial first reported a position in VGT in Q4 2023 and has held it in 8 quarters since. 1,859 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Gries Financial held 13,104 shares of Vanguard Information Technology ETF worth $1.22M as of Q3 2025.
Gries Financial left its Vanguard Information Technology ETF share count unchanged in Q3 2025.
Vanguard Information Technology ETF made up 0.19% of Gries Financial's portfolio in Q3 2025, its #121 holding.
Gries Financial first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 8 quarters since.
1,859 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.