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Searcy Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

Searcy Financial Services’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
Q3 		– Sell
-3,232
Closed -$268K – 26
2025
Q2 		$268K Hold
3,232
– – 0.11% 22
2025
Q1 		$219K Hold
3,232
– – 0.09% 25
2024
Q4 		$251K Hold
3,232
– – 0.12% 24
2024
Q3 		$237K Hold
3,232
– – 0.11% 25
2024
Q2 		$233K Hold
3,232
– – 0.12% 23
2024
Q1 		$212K Buy
+3,232
New +$205K 0.11% 25
2022
Q4 		– Sell
-156,912
Closed -$6.03M – 20
2022
Q3 		$6.03M Buy
156,912
+3,184
+2% +$140K 3.82% 12
2022
Q2 		$6.28M Buy
153,728
+9,672
+7% +$436K 3.89% 12
2022
Q1 		$7.5M Buy
144,056
+20,560
+17% +$1.06M 4.4% 12
2021
Q4 		$7.07M Sell
123,496
-1,680
-1% -$92.2K 3.17% 12
2021
Q3 		$6.28M Buy
125,176
+264
+0.2% +$13.7K 3.84% 13
2021
Q2 		$6.23M Sell
124,912
-81,864
-40% -$3.86M 3.77% 15
2021
Q1 		$9.27M Buy
206,776
+2,184
+1% +$98.2K 5.87% 9
2020
Q4 		$9.05M Buy
204,592
+2,176
+1% +$89.5K 5.41% 8
2020
Q3 		$7.88M Sell
202,416
-37,312
-16% -$1.4M 5.89% 8
2020
Q2 		$8.35M Sell
239,728
-1,736
-0.7% -$54.2K 6.96% 6
2020
Q1 		$6.4M Sell
241,464
-190,272
-44% -$5.77M 9.08% 7
2019
Q4 		$13.2M Sell
431,736
-16,088
-4% -$461K 9.49% 6
2019
Q3 		$12.1M Sell
447,824
-12,784
-3% -$344K 8.94% 6
2019
Q2 		$12.1M Sell
460,608
-1,656
-0.4% -$42.7K 9.53% 6
2019
Q1 		$11.6M Sell
462,264
-72,064
-13% -$1.67M 9.5% 6
2018
Q4 		$11.1M Buy
+534,328
New +$12.1M 14.13% 5

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
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 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
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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Searcy Financial Services's VGT Position: Q3 2025 in Review

Searcy Financial Services sold out of Vanguard Information Technology ETF (VGT) in Q3 2025, closing a stake of 3,232 shares — an estimated $268K sold.

Searcy Financial Services first reported a position in VGT in Q4 2018 and held it in 22 quarters. The position peaked at $13.2M in Q4 2019. 1,856 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

  • Searcy Financial Services reported no remaining Vanguard Information Technology ETF position as of Q3 2025 after selling out during the quarter.
  • Searcy Financial Services sold 3,232 Vanguard Information Technology ETF shares in Q3 2025, an estimated $268K.
  • Searcy Financial Services first reported a position in Vanguard Information Technology ETF in Q4 2018 and held it in 22 quarters.
  • Searcy Financial Services's Vanguard Information Technology ETF position peaked at $13.2M in Q4 2019.
  • 1,856 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Searcy Financial Services's 13F filing for Q3 2025, filed 6 Oct 2025.