RMP
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Richards, Merrill & Peterson’s Vanguard Information Technology ETF VGT Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-1,032
Closed -$70K – 461
2025
Q1 		$70K Buy
+1,032
New +$77.8K 0.04% 219

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Richards, Merrill & Peterson's VGT Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Vanguard Information Technology ETF (VGT) in Q2 2025, closing a stake of 1,032 shares — an estimated $70K sold.

Richards, Merrill & Peterson first reported a position in VGT in Q1 2025 and held it in 1 quarter. The position peaked at $70K in Q1 2025. 1,783 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Vanguard Information Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 1,032 Vanguard Information Technology ETF shares in Q2 2025, an estimated $70K.
  • Richards, Merrill & Peterson first reported a position in Vanguard Information Technology ETF in Q1 2025 and held it in 1 quarter.
  • Richards, Merrill & Peterson's Vanguard Information Technology ETF position peaked at $70K in Q1 2025.
  • 1,783 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.