Madison Investment Holdings’s Vanguard Information Technology ETF VGT Stock Holding History

Madison Investment Holdings’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 Q3	$39.2M	Sell	1,455,632 -169,976	-10%	-$4.58M	0.64%	57
2019 Q2	$42.9M	Sell	1,625,608 -1,402,392	-46%	-$36.2M	0.76%	48
2019 Q1	$75.9M	Buy	3,028,000 +1,135,312	+60%	+$26.4M	1.39%	15
2018 Q4	$39.5M	Buy	1,892,688 +625,936	+49%	+$14.2M	0.8%	47
2018 Q3	$32.1M	Sell	1,266,752 -220,768	-15%	-$5.37M	0.55%	61
2018 Q2	$33.7M	Buy	1,487,520 +361,528	+32%	+$8.12M	0.6%	60
2018 Q1	$24.1M	Sell	1,125,992 -214,528	-16%	-$4.68M	0.43%	84
2017 Q4	$27.6M	Sell	1,340,520 -428,744	-24%	-$8.69M	0.47%	73
2017 Q3	$33.6M	Sell	1,769,264 -534,072	-23%	-$9.89M	0.6%	54
2017 Q2	$40.5M	Sell	2,303,336 -459,736	-17%	-$8.1M	0.75%	41
2017 Q1	$46.8M	Sell	2,763,072 -425,424	-13%	-$6.95M	0.87%	35
2016 Q4	$48.4M	Sell	3,188,496 -1,290,824	-29%	-$19.4M	0.94%	29
2016 Q3	$67.4M	Sell	4,479,320 -107,944	-2%	-$1.56M	1.33%	18
2016 Q2	$61.4M	Sell	4,587,264 -989,760	-18%	-$13.3M	1.27%	19
2016 Q1	$76.4M	Buy	5,577,024 +1,171,816	+27%	+$14.9M	1.62%	10
2015 Q4	$59.6M	Buy	4,405,208 +159,736	+4%	+$2.18M	1.29%	15
2015 Q3	$53.1M	Buy	4,245,472 +4,528	+0.1%	+$59.4K	1.16%	18
2015 Q2	$56.3M	Buy	4,240,944 +476,008	+13%	+$6.49M	1.14%	19
2015 Q1	$50.1M	Sell	3,764,936 -102,968	-3%	-$1.36M	0.98%	28
2014 Q4	$50.5M	Sell	3,867,904 -420,848	-10%	-$5.37M	1.08%	26
2014 Q3	$53.7M	Buy	4,288,752 +1,099,696	+34%	+$13.7M	1.18%	23
2014 Q2	$38.6M	Sell	3,189,056 -1,405,656	-31%	-$16.2M	0.79%	43
2014 Q1	$52.6M	Buy	4,594,712 +2,307,320	+101%	+$26M	1%	28
2013 Q4	$25.6M	Sell	2,287,392 -2,815,816	-55%	-$29.8M	0.5%	86
2013 Q3	$51.5M	Buy	5,103,208 +530,104	+12%	+$5.21M	1.09%	28
2013 Q2	$42.3M	Buy	+4,573,104	New	+$42.4M	0.92%	39

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Madison Investment Holdings's VGT Position: Q3 2019 in Review

Madison Investment Holdings reduced its Vanguard Information Technology ETF (VGT) stake by 10% in Q3 2019, selling an estimated $4.58M and leaving 1,455,632 shares worth $39.2M. The position accounts for 0.64% of the portfolio, ranked #57.

Madison Investment Holdings first reported a position in VGT in Q2 2013 and has held it in 26 quarters since. The position peaked at $76.4M in Q1 2016. 623 funds tracked by Wall St. Rank hold VGT as of Q3 2019.

Madison Investment Holdings held 1,455,632 shares of Vanguard Information Technology ETF worth $39.2M as of Q3 2019.
Madison Investment Holdings sold 169,976 Vanguard Information Technology ETF shares in Q3 2019, an estimated $4.58M.
Vanguard Information Technology ETF made up 0.64% of Madison Investment Holdings's portfolio in Q3 2019, its #57 holding.
Madison Investment Holdings first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 26 quarters since.
Madison Investment Holdings's Vanguard Information Technology ETF position peaked at $76.4M in Q1 2016.
623 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.