Placemark Investments’s Vanguard Information Technology ETF VGT Stock Holding History

Placemark Investments’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
2014 Q4	$1.4M	Buy	107,080 +6,992	+7%	+$89.2K	0.02%	716
2014 Q3	$1.25M	Sell	100,088 -48,328	-33%	-$601K	0.02%	751
2014 Q2	$1.79M	Buy	148,416 +24,312	+20%	+$281K	0.03%	610
2014 Q1	$1.42M	Buy	124,104 +21,528	+21%	+$242K	0.03%	657
2013 Q4	$1.15M	Buy	102,576 +40,544	+65%	+$430K	0.02%	799
2013 Q3	$624K	Buy	62,032 +13,512	+28%	+$133K	0.01%	1001
2013 Q2	$449K	Buy	+48,520	New	+$449K	0.01%	1083

Other funds holding VGT

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

BOS

Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return

Placemark Investments's VGT Position: Q4 2014 in Review

Placemark Investments increased its Vanguard Information Technology ETF (VGT) stake by 7% in Q4 2014, buying an estimated $89.2K and bringing the position to 107,080 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #716.

Placemark Investments first reported a position in VGT in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.79M in Q2 2014. 244 funds tracked by Wall St. Rank hold VGT as of Q4 2014.

Placemark Investments held 107,080 shares of Vanguard Information Technology ETF worth $1.4M as of Q4 2014.
Placemark Investments bought 6,992 Vanguard Information Technology ETF shares in Q4 2014, an estimated $89.2K.
Vanguard Information Technology ETF made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #716 holding.
Placemark Investments first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's Vanguard Information Technology ETF position peaked at $1.79M in Q2 2014.
244 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.