SWA
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Serenus Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Serenus Wealth Advisors’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
-521,280
Closed -$65.2K – 68
2025
Q1 		$65.2K Buy
521,280
+26,856
+5% +$2.02M 0.01% 62
2024
Q4 		$61.8K Buy
+494,424
New +$38M 0.01% 58

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Serenus Wealth Advisors's VGT Position: Q2 2025 in Review

Serenus Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q2 2025, closing a stake of 521,280 shares — an estimated $65.2K sold.

Serenus Wealth Advisors first reported a position in VGT in Q4 2024 and held it in 2 quarters. The position peaked at $65.2K in Q1 2025. 1,786 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

  • Serenus Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Serenus Wealth Advisors sold 521,280 Vanguard Information Technology ETF shares in Q2 2025, an estimated $65.2K.
  • Serenus Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2024 and held it in 2 quarters.
  • Serenus Wealth Advisors's Vanguard Information Technology ETF position peaked at $65.2K in Q1 2025.
  • 1,786 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on Serenus Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.