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Sanctuary Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Sanctuary Wealth Management’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
2024
Q4 		$3.87M Sell
49,784
-744
-1% -$57.1K 2.56% 13
2024
Q3 		$3.7M Sell
50,528
-2,144
-4% -$152K 2.65% 10
2024
Q2 		$3.8M Sell
52,672
-2,520
-5% -$168K 2.87% 7
2024
Q1 		$3.62M Sell
55,192
-7,384
-12% -$468K 2.94% 7
2023
Q4 		$3.79M Buy
62,576
+192
+0.3% +$10.7K 3.67% 5
2023
Q3 		$3.24M Buy
62,384
+3,120
+5% +$170K 3.53% 5
2023
Q2 		$3.28M Buy
+59,264
New +$2.98M 3.47% 6
2022
Q4 		$2.44M Sell
61,032
-1,384
-2% -$56.5K 2.84% 5
2022
Q3 		$2.4M Buy
62,416
+456
+0.7% +$20.1K 3.11% 5
2022
Q2 		$2.53M Sell
61,960
-1,184
-2% -$53.3K 3.1% 5
2022
Q1 		$3.29M Buy
63,144
+3,016
+5% +$155K 3.62% 8
2021
Q4 		$3.44M Buy
60,128
+3,136
+6% +$172K 3.66% 7
2021
Q3 		$2.86M Sell
56,992
-2,696
-5% -$140K 3.18% 7
2021
Q2 		$2.98M Buy
59,688
+848
+1% +$40K 3.57% 10
2021
Q1 		$2.64M Sell
58,840
-101,024
-63% -$4.54M 3.39% 8
2020
Q4 		$7.07M Sell
159,864
-80,344
-33% -$3.3M 8.59% 2
2020
Q3 		$9.35M Buy
240,208
+24,992
+12% +$941K 9.08% 3
2020
Q2 		$7.5M Buy
+215,216
New +$6.72M 7.87% 3

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sanctuary Wealth Management's VGT Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 1.5% in Q4 2024, selling an estimated $57.1K and leaving 49,784 shares worth $3.87M. The position accounts for 2.56% of the portfolio, ranked #13.

Sanctuary Wealth Management first reported a position in VGT in Q2 2020 and has held it in 18 quarters since. The position peaked at $9.35M in Q3 2020. 1,734 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

  • Sanctuary Wealth Management held 49,784 shares of Vanguard Information Technology ETF worth $3.87M as of Q4 2024.
  • Sanctuary Wealth Management sold 744 Vanguard Information Technology ETF shares in Q4 2024, an estimated $57.1K.
  • Vanguard Information Technology ETF made up 2.56% of Sanctuary Wealth Management's portfolio in Q4 2024, its #13 holding.
  • Sanctuary Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 18 quarters since.
  • Sanctuary Wealth Management's Vanguard Information Technology ETF position peaked at $9.35M in Q3 2020.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.