Pathway Financial Advisers’s Vanguard Information Technology ETF VGT Stock Holding History

Pathway Financial Advisers’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 Q4	–	Sell	-752	Closed	-$69.2K	–	342
2025 Q3	$69.2K	Buy	+752	New	+$65.7K	0.02%	211
2025 Q1	–	Sell	-744	Closed	-$57.6K	–	402
2024 Q4	$57.6K	Hold	744	–	–	0.02%	223
2024 Q3	$54.3K	Buy	744 +40	+6%	+$2.84K	0.02%	183
2024 Q2	$50.1K	Buy	704 +16	+2%	+$1.06K	0.02%	227
2024 Q1	$45.6K	Sell	688 -8	-1%	-$507	0.02%	235
2023 Q4	$42.1K	Hold	696	–	–	0.02%	236
2023 Q3	$36K	Buy	+696	New	+$37.8K	0.01%	244
2023 Q1	$60.8K	Sell	1,264 -96	-7%	-$4.24K	0.02%	219
2022 Q4	$54.4K	Buy	+1,360	New	+$55.5K	0.02%	241

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pathway Financial Advisers's VGT Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Vanguard Information Technology ETF (VGT) in Q4 2025, closing a stake of 752 shares — an estimated $69.2K sold.

Pathway Financial Advisers first reported a position in VGT in Q4 2022 and held it in 9 quarters. The position peaked at $69.2K in Q3 2025. 2,023 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

Pathway Financial Advisers reported no remaining Vanguard Information Technology ETF position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 752 Vanguard Information Technology ETF shares in Q4 2025, an estimated $69.2K.
Pathway Financial Advisers first reported a position in Vanguard Information Technology ETF in Q4 2022 and held it in 9 quarters.
Pathway Financial Advisers's Vanguard Information Technology ETF position peaked at $69.2K in Q3 2025.
2,023 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.