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Ladenburg Thalmann Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$62.9M Buy
2,131,936
+143,992
+7% +$4.12M 0.4% 51
2019
Q3 		$53.6M Buy
1,987,944
+15,192
+0.8% +$409K 0.37% 54
2019
Q2 		$52M Buy
1,972,752
+157,920
+9% +$4.07M 0.38% 55
2019
Q1 		$45.5M Buy
1,814,832
+98,504
+6% +$2.29M 0.35% 56
2018
Q4 		$35.8M Sell
1,716,328
-167,096
-9% -$3.79M 0.32% 66
2018
Q3 		$47.7M Buy
1,883,424
+365,304
+24% +$8.88M 0.4% 50
2018
Q2 		$32.4M Hold
1,518,120
– – 0.3% 76
2018
Q1 		$32.4M Buy
1,518,120
+130,864
+9% +$2.86M 0.3% 76
2017
Q4 		$28.6M Buy
1,387,256
+66,496
+5% +$1.35M 0.27% 83
2017
Q3 		$25.1M Buy
1,320,760
+91,376
+7% +$1.69M 0.27% 85
2017
Q2 		$21.6M Buy
1,229,384
+121,560
+11% +$2.14M 0.25% 89
2017
Q1 		$18.8M Buy
1,107,824
+160,496
+17% +$2.62M 0.24% 95
2016
Q4 		$14.4M Buy
947,328
+71,728
+8% +$1.08M 0.2% 114
2016
Q3 		$13.2M Buy
875,600
+211,240
+32% +$3.06M 0.2% 118
2016
Q2 		$8.89M Buy
664,360
+47,616
+8% +$640K 0.14% 150
2016
Q1 		$8.44M Buy
616,744
+204,736
+50% +$2.61M 0.15% 150
2015
Q4 		$5.58M Buy
412,008
+67,424
+20% +$920K 0.1% 189
2015
Q3 		$4.31M Buy
344,584
+7,336
+2% +$96.3K 0.09% 209
2015
Q2 		$4.48M Sell
337,248
-64,920
-16% -$884K 0.08% 228
2015
Q1 		$5.36M Buy
402,168
+125,352
+45% +$1.65M 0.1% 196
2014
Q4 		$3.62M Buy
276,816
+16,840
+6% +$215K 0.08% 232
2014
Q3 		$3.25M Sell
259,976
-54,056
-17% -$672K 0.09% 200
2014
Q2 		$3.8M Buy
314,032
+69,104
+28% +$797K 0.1% 167
2014
Q1 		$2.8M Sell
244,928
-13,600
-5% -$153K 0.08% 188
2013
Q4 		$2.89M Sell
258,528
-19,152
-7% -$203K 0.09% 179
2013
Q3 		$2.8M Buy
277,680
+9,048
+3% +$88.9K 0.1% 172
2013
Q2 		$2.48M Buy
+268,632
New +$2.49M 0.09% 183

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Ladenburg Thalmann Financial Services's VGT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard Information Technology ETF (VGT) stake by 7.2% in Q4 2019, buying an estimated $4.12M and bringing the position to 2,131,936 shares worth $62.9M. The position accounts for 0.4% of the portfolio, ranked #51.

Ladenburg Thalmann Financial Services first reported a position in VGT in Q2 2013 and has held it in 27 quarters since. 752 funds tracked by Wall St. Rank hold VGT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,131,936 shares of Vanguard Information Technology ETF worth $62.9M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 143,992 Vanguard Information Technology ETF shares in Q4 2019, an estimated $4.12M.
  • Vanguard Information Technology ETF made up 0.4% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #51 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 27 quarters since.
  • 752 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.