JWM
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JFG Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

JFG Wealth 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
Q1 		– Sell
-7,936
Closed -$617K – 97
2024
Q4 		$617K Sell
7,936
-288
-4% -$22.1K 0.14% 51
2024
Q3 		$603K Buy
+8,224
New +$584K 0.17% 40
2021
Q1 		– Sell
-55,424
Closed -$2.45M – 45
2020
Q4 		$2.45M Buy
+55,424
New +$2.28M 1.33% 11

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

JFG Wealth Management's VGT Position: Q1 2025 in Review

JFG Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 7,936 shares — an estimated $617K sold.

JFG Wealth Management first reported a position in VGT in Q4 2020 and held it in 3 quarters. The position peaked at $2.45M in Q4 2020. 1,668 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

  • JFG Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
  • JFG Wealth Management sold 7,936 Vanguard Information Technology ETF shares in Q1 2025, an estimated $617K.
  • JFG Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 3 quarters.
  • JFG Wealth Management's Vanguard Information Technology ETF position peaked at $2.45M in Q4 2020.
  • 1,668 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on JFG Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.