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Resonant Capital Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Resonant Capital 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
Q4 		– Sell
-2,160
Closed -$202K – 472
2025
Q3 		$202K Buy
+2,160
New +$189K 0.01% 425

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Resonant Capital Advisors's VGT Position: Q4 2025 in Review

Resonant Capital Advisors sold out of Vanguard Information Technology ETF (VGT) in Q4 2025, closing a stake of 2,160 shares — an estimated $202K sold.

Resonant Capital Advisors first reported a position in VGT in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 2,027 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

  • Resonant Capital Advisors reported no remaining Vanguard Information Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Resonant Capital Advisors sold 2,160 Vanguard Information Technology ETF shares in Q4 2025, an estimated $202K.
  • Resonant Capital Advisors first reported a position in Vanguard Information Technology ETF in Q3 2025 and held it in 1 quarter.
  • Resonant Capital Advisors's Vanguard Information Technology ETF position peaked at $202K in Q3 2025.
  • 2,027 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Resonant Capital Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.