Rational Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Rational 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	–	Sell	-5,760	Closed	-$478K	–	211
2025 Q2	$478K	Buy	5,760 +3,048	+112%	+$222K	0.05%	101
2025 Q1	$184K	Sell	2,712 -8,688	-76%	-$655K	0.02%	111
2024 Q4	$886K	Sell	11,400 -10,432	-48%	-$801K	0.09%	76
2024 Q3	$1.6M	Buy	21,832 +11,480	+111%	+$816K	0.15%	70
2024 Q2	$746K	Sell	10,352 -848	-8%	-$56.4K	0.07%	80
2024 Q1	$734K	Sell	11,200 -4,672	-29%	-$296K	0.07%	87
2023 Q4	$960K	Buy	+15,872	New	+$884K	0.1%	72

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

Rational Advisors's VGT Position: Q3 2025 in Review

Rational Advisors sold out of Vanguard Information Technology ETF (VGT) in Q3 2025, closing a stake of 5,760 shares — an estimated $478K sold.

Rational Advisors first reported a position in VGT in Q4 2023 and held it in 7 quarters. The position peaked at $1.6M in Q3 2024. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Rational Advisors reported no remaining Vanguard Information Technology ETF position as of Q3 2025 after selling out during the quarter.
Rational Advisors sold 5,760 Vanguard Information Technology ETF shares in Q3 2025, an estimated $478K.
Rational Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and held it in 7 quarters.
Rational Advisors's Vanguard Information Technology ETF position peaked at $1.6M in Q3 2024.
1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

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