LA
VGT icon

Lane & Associates’s Vanguard Information Technology ETF VGT Stock Holding History

Lane & Associates’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
-2,624
Closed -$203K – 124
2024
Q4 		$203K Buy
+2,624
New +$202K 0.1% 117
2023
Q1 		– Sell
-5,208
Closed -$208K – 107
2022
Q4 		$208K Buy
+5,208
New +$212K 0.2% 88

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 $20.6B AUM 59.59% 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

Lane & Associates's VGT Position: Q1 2025 in Review

Lane & Associates sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 2,624 shares — an estimated $203K sold.

Lane & Associates first reported a position in VGT in Q4 2022 and held it in 2 quarters. The position peaked at $208K in Q4 2022. 1,669 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

  • Lane & Associates reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Lane & Associates sold 2,624 Vanguard Information Technology ETF shares in Q1 2025, an estimated $203K.
  • Lane & Associates first reported a position in Vanguard Information Technology ETF in Q4 2022 and held it in 2 quarters.
  • Lane & Associates's Vanguard Information Technology ETF position peaked at $208K in Q4 2022.
  • 1,669 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.