Meristem Family Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Meristem Family Wealth’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
2022 Q1	$1.37M	Hold	26,264	–	–	0.15%	77
2021 Q4	$1.5M	Sell	26,264 -40	-0.2%	-$2.2K	0.13%	96
2021 Q3	$1.32M	Buy	26,304 +40	+0.2%	+$2.07K	0.13%	95
2021 Q2	$1.31M	Hold	26,264	–	–	0.21%	59
2021 Q1	$1.18M	Hold	26,264	–	–	0.24%	53
2020 Q4	$1.16M	Hold	26,264	–	–	0.25%	55
2020 Q3	$1.02M	Hold	26,264	–	–	0.26%	57
2020 Q2	$915K	Hold	26,264	–	–	0.25%	58
2020 Q1	$696K	Hold	26,264	–	–	0.21%	69
2019 Q4	$804K	Hold	26,264	–	–	0.2%	67
2019 Q3	$708K	Hold	26,264	–	–	0.19%	76
2019 Q2	$692K	Hold	26,264	–	–	0.21%	69
2019 Q1	$659K	Hold	26,264	–	–	0.22%	62
2018 Q4	$548K	Hold	26,264	–	–	0.2%	64
2018 Q3	$665K	Buy	26,264 +320	+1%	+$7.78K	0.23%	58
2018 Q2	$588K	Hold	25,944	–	–	0.21%	60
2018 Q1	$555K	Buy	+25,944	New	+$566K	0.2%	61

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Meristem Family Wealth's VGT Position: Q1 2022 in Review

Meristem Family Wealth held its Vanguard Information Technology ETF (VGT) position steady in Q1 2022 at 26,264 shares worth $1.37M. The position accounts for 0.15% of the portfolio, ranked #77.

Meristem Family Wealth first reported a position in VGT in Q1 2018 and has held it in 17 quarters since. The position peaked at $1.5M in Q4 2021. 1,187 funds tracked by Wall St. Rank hold VGT as of Q1 2022.

Meristem Family Wealth held 26,264 shares of Vanguard Information Technology ETF worth $1.37M as of Q1 2022.
Meristem Family Wealth left its Vanguard Information Technology ETF share count unchanged in Q1 2022.
Vanguard Information Technology ETF made up 0.15% of Meristem Family Wealth's portfolio in Q1 2022, its #77 holding.
Meristem Family Wealth first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 17 quarters since.
Meristem Family Wealth's Vanguard Information Technology ETF position peaked at $1.5M in Q4 2021.
1,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.