IFAM
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Institutional & Family Asset Management’s Vanguard Information Technology ETF VGT Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$31.7K Hold
440
– – ﹤0.01% 291
2024
Q1 		$28.8K Hold
440
– – ﹤0.01% 295
2023
Q4 		$26.6K Hold
440
– – ﹤0.01% 293
2023
Q3 		$22.8K Hold
440
– – ﹤0.01% 292
2023
Q2 		$24.3K Sell
440
-128
-23% -$6.43K ﹤0.01% 292
2023
Q1 		$27.4K Buy
568
+40
+8% +$1.77K ﹤0.01% 274
2022
Q4 		$21.1K Sell
528
-224
-30% -$9.14K ﹤0.01% 301
2022
Q3 		$29K Hold
752
– – 0.01% 271
2022
Q2 		$31K Sell
752
-216
-22% -$9.73K 0.01% 270
2022
Q1 		$50K Buy
968
+216
+29% +$11.1K 0.01% 259
2021
Q4 		$43K Sell
752
-256
-25% -$14.1K 0.01% 279
2021
Q3 		$51K Buy
1,008
+152
+18% +$7.88K 0.01% 322
2021
Q2 		$43K Hold
856
– – 0.01% 358
2021
Q1 		$38K Hold
856
– – 0.01% 402
2020
Q4 		$38K Sell
856
-80
-9% -$3.29K 0.01% 367
2020
Q3 		$37K Sell
936
-1,760
-65% -$66.3K 0.01% 324
2020
Q2 		$94K Buy
2,696
+472
+21% +$14.7K 0.02% 242
2020
Q1 		$59K Sell
2,224
-13,744
-86% -$417K 0.01% 260
2019
Q4 		$489K Buy
15,968
+15,528
+3,529% +$444K 0.1% 123
2019
Q3 		$12K Sell
440
-1,800
-80% -$48.5K ﹤0.01% 457
2019
Q2 		$59K Sell
2,240
-224
-9% -$5.78K 0.01% 295
2019
Q1 		$62K Sell
2,464
-8,744
-78% -$203K 0.01% 299
2018
Q4 		$234K Sell
11,208
-14,536
-56% -$329K 0.05% 151
2018
Q3 		$652K Buy
25,744
+10,456
+68% +$254K 0.13% 106
2018
Q2 		$347K Buy
15,288
+11,120
+267% +$250K 0.07% 138
2018
Q1 		$89K Buy
+4,168
New +$91K 0.02% 264

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

Institutional & Family Asset Management's VGT Position: Q2 2024 in Review

Institutional & Family Asset Management held its Vanguard Information Technology ETF (VGT) position steady in Q2 2024 at 440 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Institutional & Family Asset Management first reported a position in VGT in Q1 2018 and has held it in 26 quarters since. The position peaked at $652K in Q3 2018. 1,530 funds tracked by Wall St. Rank hold VGT as of Q2 2024.

  • Institutional & Family Asset Management held 440 shares of Vanguard Information Technology ETF worth $31.7K as of Q2 2024.
  • Institutional & Family Asset Management left its Vanguard Information Technology ETF share count unchanged in Q2 2024.
  • Vanguard Information Technology ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #291 holding.
  • Institutional & Family Asset Management first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Vanguard Information Technology ETF position peaked at $652K in Q3 2018.
  • 1,530 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.