Sanders Morris Harris’s Vanguard Information Technology ETF VGT Stock Holding History

Sanders Morris Harris’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	–	Sell	-3,000	Closed	-$238K	–	306
2024 Q4	$238K	Hold	3,000	–	–	0.04%	247
2024 Q3	$220K	Hold	3,000	–	–	0.04%	249
2024 Q2	$216K	Buy	+3,000	New	+$199K	0.04%	243
2023 Q4	–	Sell	-4,880	Closed	-$253K	–	251
2023 Q3	$253K	Hold	4,880	–	–	0.05%	213
2023 Q2	$270K	Sell	4,880 -1,000	-17%	-$50.2K	0.06%	201
2023 Q1	$283K	Buy	+5,880	New	+$260K	0.1%	95
2022 Q4	–	Sell	-8,280	Closed	-$318K	–	262
2022 Q3	$318K	Hold	8,280	–	–	0.08%	190
2022 Q2	$338K	Sell	8,280 -320	-4%	-$14.4K	0.07%	191
2022 Q1	$448K	Hold	8,600	–	–	0.09%	180
2021 Q4	$492K	Hold	8,600	–	–	0.09%	172
2021 Q3	$431K	Sell	8,600 -640	-7%	-$33.2K	0.08%	189
2021 Q2	$461K	Buy	+9,240	New	+$436K	0.09%	181
2021 Q1	–	Sell	-9,240	Closed	-$409K	–	324
2020 Q4	$409K	Hold	9,240	–	–	0.09%	182
2020 Q3	$360K	Buy	9,240 +800	+9%	+$30.1K	0.1%	181
2020 Q2	$294K	Buy	+8,440	New	+$263K	0.14%	83
2020 Q1	–	Sell	-8,440	Closed	-$212K	–	274
2019 Q4	$212K	Hold	8,440	–	–	0.05%	259
2019 Q3	$227K	Hold	8,440	–	–	0.05%	240
2019 Q2	$222K	Hold	8,440	–	–	0.06%	240
2019 Q1	$212K	Buy	+8,440	New	+$196K	0.1%	106
2016 Q2	–	Sell	-16,000	Closed	-$219K	–	329
2016 Q1	$219K	Buy	+16,000	New	+$204K	0.04%	275

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

Sanders Morris Harris's VGT Position: Q1 2025 in Review

Sanders Morris Harris sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 3,000 shares — an estimated $238K sold.

Sanders Morris Harris first reported a position in VGT in Q1 2016 and held it in 20 quarters. The position peaked at $492K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

Sanders Morris Harris reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
Sanders Morris Harris sold 3,000 Vanguard Information Technology ETF shares in Q1 2025, an estimated $238K.
Sanders Morris Harris first reported a position in Vanguard Information Technology ETF in Q1 2016 and held it in 20 quarters.
Sanders Morris Harris's Vanguard Information Technology ETF position peaked at $492K in Q4 2021.
1,668 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Sanders Morris Harris's 13F filing for Q1 2025, filed 9 Apr 2025.