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Reilly Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Reilly Financial 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
2016
Q2 		– Sell
-4,872
Closed -$67K – 981
2016
Q1 		$67K Hold
4,872
– – 0.01% 334
2015
Q4 		$66K Buy
+4,872
New +$66.5K 0.01% 349

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Reilly Financial Advisors's VGT Position: Q4 2021 in Review

Reilly Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 1% in Q4 2021, buying an estimated $8.79K and bringing the position to 15,912 shares worth $911K. The position accounts for 0.07% of the portfolio, ranked #122.

Reilly Financial Advisors first reported a position in VGT in Q2 2015 and has held it in 25 quarters since. 1,224 funds tracked by Wall St. Rank hold VGT as of Q4 2021.

  • Reilly Financial Advisors held 15,912 shares of Vanguard Information Technology ETF worth $911K as of Q4 2021.
  • Reilly Financial Advisors bought 160 Vanguard Information Technology ETF shares in Q4 2021, an estimated $8.79K.
  • Vanguard Information Technology ETF made up 0.07% of Reilly Financial Advisors's portfolio in Q4 2021, its #122 holding.
  • Reilly Financial Advisors first reported a position in Vanguard Information Technology ETF in Q2 2015 and has held it in 25 quarters since.
  • 1,224 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.