PWM
VGT icon

PBMares Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

PBMares Wealth 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 		$1.14M Sell
12,184
-184
-1% -$16.1K 0.18% 62
2025
Q2 		$1.03M Sell
12,368
-504
-4% -$36.6K 0.19% 64
2025
Q1 		$872K Sell
12,872
-1,320
-9% -$99.4K 0.17% 74
2024
Q4 		$1.1M Sell
14,192
-1,528
-10% -$117K 0.23% 62
2024
Q3 		$1.15M Buy
15,720
+112
+0.7% +$7.96K 0.24% 60
2024
Q2 		$1.12M Buy
15,608
+2,256
+17% +$150K 0.28% 60
2024
Q1 		$875K Buy
13,352
+6,464
+94% +$410K 0.23% 70
2023
Q4 		$417K Hold
6,888
– – 0.13% 117
2023
Q3 		$357K Hold
6,888
– – 0.13% 121
2023
Q2 		$381K Buy
6,888
+8
+0.1% +$402 0.14% 119
2023
Q1 		$332K Hold
6,880
– – 0.12% 126
2022
Q4 		$275K Sell
6,880
-504
-7% -$20.6K 0.11% 129
2022
Q3 		$284K Sell
7,384
-3,544
-32% -$156K 0.12% 126
2022
Q2 		$446K Sell
10,928
-792
-7% -$35.7K 0.19% 99
2022
Q1 		$610K Buy
11,720
+1,504
+15% +$77.2K 0.38% 74
2021
Q4 		$585K Sell
10,216
-64
-0.6% -$3.51K 0.25% 84
2021
Q3 		$516K Buy
10,280
+80
+0.8% +$4.15K 0.25% 84
2021
Q2 		$508K Hold
10,200
– – 0.28% 82
2021
Q1 		$457K Sell
10,200
-552
-5% -$24.8K 0.37% 79
2020
Q4 		$475K Buy
10,752
+400
+4% +$16.5K 0.55% 69
2020
Q3 		$403K Buy
10,352
+80
+0.8% +$3.01K 0.59% 59
2020
Q2 		$358K Sell
10,272
-1,488
-13% -$46.4K 0.54% 66
2020
Q1 		$311K Buy
+11,760
New +$356K 0.49% 73

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PBMares Wealth Management's VGT Position: Q3 2025 in Review

PBMares Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 1.5% in Q3 2025, selling an estimated $16.1K and leaving 12,184 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #62.

PBMares Wealth Management first reported a position in VGT in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q3 2024. 1,856 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

  • PBMares Wealth Management held 12,184 shares of Vanguard Information Technology ETF worth $1.14M as of Q3 2025.
  • PBMares Wealth Management sold 184 Vanguard Information Technology ETF shares in Q3 2025, an estimated $16.1K.
  • Vanguard Information Technology ETF made up 0.18% of PBMares Wealth Management's portfolio in Q3 2025, its #62 holding.
  • PBMares Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 23 quarters since.
  • PBMares Wealth Management's Vanguard Information Technology ETF position peaked at $1.15M in Q3 2024.
  • 1,856 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.