Marshall Financial Group (Pennsylvania)’s Vanguard Information Technology ETF VGT Stock Holding History

Marshall Financial Group (Pennsylvania)’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 Q3	$747K	Buy	8,000 +8	+0.1%	+$699	0.21%	33
2025 Q2	$662K	Buy	7,992 +8	+0.1%	+$582	0.2%	35
2025 Q1	$541K	Buy	7,984 +16	+0.2%	+$1.21K	0.17%	38
2024 Q4	$620K	Buy	7,968 +112	+1%	+$8.6K	0.19%	38
2024 Q3	$576K	Buy	7,856 +16	+0.2%	+$1.14K	0.17%	40
2024 Q2	$565K	Hold	7,840	–	–	0.18%	40
2024 Q1	$514K	Buy	7,840 +16	+0.2%	+$1.01K	0.17%	41
2023 Q4	$473K	Buy	7,824 +32	+0.4%	+$1.78K	0.17%	41
2023 Q3	$404K	Buy	7,792 +8	+0.1%	+$435	0.16%	39
2023 Q2	$430K	Hold	7,784	–	–	0.16%	38
2023 Q1	$375K	Buy	7,784 +16	+0.2%	+$707	0.15%	41
2022 Q4	$310K	Buy	7,768 +40	+0.5%	+$1.63K	0.13%	44
2022 Q3	$297K	Sell	7,728 -1,368	-15%	-$60.2K	0.14%	46
2022 Q2	$371K	Buy	9,096 +16	+0.2%	+$721	0.17%	41
2022 Q1	$473K	Buy	9,080 +16	+0.2%	+$821	0.19%	40
2021 Q4	$519K	Buy	9,064 +16	+0.2%	+$878	0.2%	40
2021 Q3	$454K	Hold	9,048	–	–	0.19%	41
2021 Q2	$451K	Hold	9,048	–	–	0.19%	39
2021 Q1	$405K	Hold	9,048	–	–	0.18%	40
2020 Q4	$400K	Hold	9,048	–	–	0.2%	40
2020 Q3	$352K	Hold	9,048	–	–	0.21%	39
2020 Q2	$315K	Hold	9,048	–	–	0.21%	39
2020 Q1	$240K	Hold	9,048	–	–	0.19%	42
2019 Q4	$277K	Hold	9,048	–	–	0.19%	46
2019 Q3	$244K	Hold	9,048	–	–	0.19%	45
2019 Q2	$239K	Hold	9,048	–	–	0.18%	46
2019 Q1	$227K	Buy	+9,048	New	+$210K	0.19%	45

Other funds holding VGT

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

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Marshall Financial Group (Pennsylvania)'s VGT Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its Vanguard Information Technology ETF (VGT) stake by 0.1% in Q3 2025, buying an estimated $699 and bringing the position to 8,000 shares worth $747K. The position accounts for 0.21% of the portfolio, ranked #33.

Marshall Financial Group (Pennsylvania) first reported a position in VGT in Q1 2019 and has held it in 27 quarters since. 1,856 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Marshall Financial Group (Pennsylvania) held 8,000 shares of Vanguard Information Technology ETF worth $747K as of Q3 2025.
Marshall Financial Group (Pennsylvania) bought 8 Vanguard Information Technology ETF shares in Q3 2025, an estimated $699.
Vanguard Information Technology ETF made up 0.21% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #33 holding.
Marshall Financial Group (Pennsylvania) first reported a position in Vanguard Information Technology ETF in Q1 2019 and has held it in 27 quarters since.
1,856 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.