Safeguard Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Safeguard Financial’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 Q1	$1.19M	Buy	17,488 +216	+1%	+$16.3K	0.26%	32
2024 Q4	$1.34M	Sell	17,272 -256	-1%	-$19.7K	0.29%	31
2024 Q3	$1.29M	Buy	17,528 +2,336	+15%	+$166K	0.3%	31
2024 Q2	$1.09M	Hold	15,192	–	–	0.3%	34
2024 Q1	$996K	Buy	15,192 +760	+5%	+$48.2K	0.32%	31
2023 Q4	$873K	Buy	14,432 +9,872	+216%	+$550K	0.33%	30
2023 Q3	$236K	Buy	4,560 +400	+10%	+$21.8K	0.11%	61
2023 Q2	$229K	Buy	+4,160	New	+$209K	0.11%	61
2022 Q2	–	Sell	-4,808	Closed	-$250K	–	51
2022 Q1	$250K	Buy	+4,808	New	+$247K	0.37%	41

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Safeguard Financial's VGT Position: Q1 2025 in Review

Safeguard Financial increased its Vanguard Information Technology ETF (VGT) stake by 1.3% in Q1 2025, buying an estimated $16.3K and bringing the position to 17,488 shares worth $1.19M. The position accounts for 0.26% of the portfolio, ranked #32.

Safeguard Financial first reported a position in VGT in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.34M in Q4 2024. 1,668 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

Safeguard Financial held 17,488 shares of Vanguard Information Technology ETF worth $1.19M as of Q1 2025.
Safeguard Financial bought 216 Vanguard Information Technology ETF shares in Q1 2025, an estimated $16.3K.
Vanguard Information Technology ETF made up 0.26% of Safeguard Financial's portfolio in Q1 2025, its #32 holding.
Safeguard Financial first reported a position in Vanguard Information Technology ETF in Q1 2022 and has held it in 9 quarters since.
Safeguard Financial's Vanguard Information Technology ETF position peaked at $1.34M in Q4 2024.
1,668 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.