Osborne Partners Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

Osborne Partners Capital 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
2019 Q4	–	Sell	-7,944	Closed	-$214K	–	160
2019 Q3	$214K	Hold	7,944	–	–	0.04%	153
2019 Q2	$209K	Buy	+7,944	New	+$205K	0.04%	162
2018 Q4	–	Sell	-7,944	Closed	-$201K	–	183
2018 Q3	$201K	Buy	+7,944	New	+$193K	0.03%	184

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

HIIFS

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

Osborne Partners Capital Management's VGT Position: Q4 2019 in Review

Osborne Partners Capital Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2019, closing a stake of 7,944 shares — an estimated $214K sold.

Osborne Partners Capital Management first reported a position in VGT in Q3 2018 and held it in 3 quarters. The position peaked at $214K in Q3 2019. 752 funds tracked by Wall St. Rank hold VGT as of Q4 2019.

Osborne Partners Capital Management reported no remaining Vanguard Information Technology ETF position as of Q4 2019 after selling out during the quarter.
Osborne Partners Capital Management sold 7,944 Vanguard Information Technology ETF shares in Q4 2019, an estimated $214K.
Osborne Partners Capital Management first reported a position in Vanguard Information Technology ETF in Q3 2018 and held it in 3 quarters.
Osborne Partners Capital Management's Vanguard Information Technology ETF position peaked at $214K in Q3 2019.
752 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2019.

Based on Osborne Partners Capital Management's 13F filing for Q4 2019, filed 27 Jan 2020.