Palo Alto Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Palo Alto Wealth Advisors’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	$292K	Hold	3,016	–	–	0.08%	52
2025 Q2	$250K	Hold	3,016	–	–	0.09%	49
2025 Q1	$231K	Hold	3,016	–	–	0.09%	49
2024 Q4	$234K	Hold	3,016	–	–	0.08%	48
2024 Q3	$229K	Buy	+3,016	New	+$214K	0.09%	48

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

Palo Alto Wealth Advisors's VGT Position: Q3 2025 in Review

Palo Alto Wealth Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q3 2025 at 3,016 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #52.

Palo Alto Wealth Advisors first reported a position in VGT in Q3 2024 and has held it in 5 quarters since. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Palo Alto Wealth Advisors held 3,016 shares of Vanguard Information Technology ETF worth $292K as of Q3 2025.
Palo Alto Wealth Advisors left its Vanguard Information Technology ETF share count unchanged in Q3 2025.
Vanguard Information Technology ETF made up 0.08% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #52 holding.
Palo Alto Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 5 quarters since.
1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.