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Investment Research & Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

Investment Research & Advisory Group’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
Q2 		– Sell
-680
Closed -$46.1K – 273
2025
Q1 		$46.1K Buy
+680
New +$51.2K 0.02% 111

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

Investment Research & Advisory Group's VGT Position: Q2 2025 in Review

Investment Research & Advisory Group sold out of Vanguard Information Technology ETF (VGT) in Q2 2025, closing a stake of 680 shares — an estimated $46.1K sold.

Investment Research & Advisory Group first reported a position in VGT in Q1 2025 and held it in 1 quarter. The position peaked at $46.1K in Q1 2025. 1,783 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

  • Investment Research & Advisory Group reported no remaining Vanguard Information Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Investment Research & Advisory Group sold 680 Vanguard Information Technology ETF shares in Q2 2025, an estimated $46.1K.
  • Investment Research & Advisory Group first reported a position in Vanguard Information Technology ETF in Q1 2025 and held it in 1 quarter.
  • Investment Research & Advisory Group's Vanguard Information Technology ETF position peaked at $46.1K in Q1 2025.
  • 1,783 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on Investment Research & Advisory Group's 13F filing for Q2 2025, filed 17 Jul 2025.