Moloney Securities Asset Management’s Vanguard Information Technology ETF VGT Stock Holding History

Moloney Securities Asset Management’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	$1.61M	Buy	17,208 +360	+2%	+$31.5K	0.19%	126
2025 Q2	$1.4M	Buy	16,848 +3,192	+23%	+$232K	0.17%	145
2025 Q1	$926K	Buy	13,656 +5,864	+75%	+$442K	0.13%	185
2024 Q4	$606K	Buy	7,792 +1,032	+15%	+$79.3K	0.08%	243
2024 Q3	$496K	Hold	6,760	–	–	0.07%	280
2024 Q2	$487K	Sell	6,760 -400	-6%	-$26.6K	0.07%	270
2024 Q1	$469K	Buy	7,160 +1,200	+20%	+$76.1K	0.07%	277
2023 Q4	$361K	Buy	5,960 +560	+10%	+$31.2K	0.06%	311
2023 Q3	$280K	Buy	+5,400	New	+$294K	0.05%	323

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

Moloney Securities Asset Management's VGT Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Vanguard Information Technology ETF (VGT) stake by 2.1% in Q3 2025, buying an estimated $31.5K and bringing the position to 17,208 shares worth $1.61M. The position accounts for 0.19% of the portfolio, ranked #126.

Moloney Securities Asset Management first reported a position in VGT in Q3 2023 and has held it in 9 quarters since. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Moloney Securities Asset Management held 17,208 shares of Vanguard Information Technology ETF worth $1.61M as of Q3 2025.
Moloney Securities Asset Management bought 360 Vanguard Information Technology ETF shares in Q3 2025, an estimated $31.5K.
Vanguard Information Technology ETF made up 0.19% of Moloney Securities Asset Management's portfolio in Q3 2025, its #126 holding.
Moloney Securities Asset Management first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 9 quarters since.
1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.