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Leith Wheeler Investment Counsel’s Vanguard Information Technology ETF VGT Stock Holding History

Leith Wheeler Investment Counsel’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
-4,000
Closed -$271K – 79
2025
Q1 		$271K Hold
4,000
– – 0.02% 70
2024
Q4 		$311K Hold
4,000
– – 0.02% 58
2024
Q3 		$293K Hold
4,000
– – 0.02% 60
2024
Q2 		$288K Buy
+4,000
New +$266K 0.02% 62

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

Leith Wheeler Investment Counsel's VGT Position: Q2 2025 in Review

Leith Wheeler Investment Counsel sold out of Vanguard Information Technology ETF (VGT) in Q2 2025, closing a stake of 4,000 shares — an estimated $271K sold.

Leith Wheeler Investment Counsel first reported a position in VGT in Q2 2024 and held it in 4 quarters. The position peaked at $311K in Q4 2024. 1,784 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

  • Leith Wheeler Investment Counsel reported no remaining Vanguard Information Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 4,000 Vanguard Information Technology ETF shares in Q2 2025, an estimated $271K.
  • Leith Wheeler Investment Counsel first reported a position in Vanguard Information Technology ETF in Q2 2024 and held it in 4 quarters.
  • Leith Wheeler Investment Counsel's Vanguard Information Technology ETF position peaked at $311K in Q4 2024.
  • 1,784 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2025, filed 25 Jul 2025.