Sheaff Brock Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Sheaff Brock Investment 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 Q1	$271K	Sell	3,992 -736	-16%	-$55.5K	0.02%	346
2024 Q4	$368K	Hold	4,728	–	–	0.03%	303
2024 Q3	$347K	Sell	4,728 -288	-6%	-$20.5K	0.03%	312
2024 Q2	$362K	Hold	5,016	–	–	0.03%	299
2024 Q1	$329K	Buy	5,016 +1,440	+40%	+$91.3K	0.02%	341
2023 Q4	$216K	Buy	+3,576	New	+$199K	0.02%	403
2017 Q2	–	Sell	-12,000	Closed	-$203K	–	653
2017 Q1	$203K	Sell	12,000 -1,912	-14%	-$31.2K	0.03%	508
2016 Q4	$211K	Buy	+13,912	New	+$210K	0.03%	504

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

Sheaff Brock Investment Advisors's VGT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 16% in Q1 2025, selling an estimated $55.5K and leaving 3,992 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #346.

Sheaff Brock Investment Advisors first reported a position in VGT in Q4 2016 and has held it in 8 quarters since. The position peaked at $368K in Q4 2024. 1,669 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

Sheaff Brock Investment Advisors held 3,992 shares of Vanguard Information Technology ETF worth $271K as of Q1 2025.
Sheaff Brock Investment Advisors sold 736 Vanguard Information Technology ETF shares in Q1 2025, an estimated $55.5K.
Vanguard Information Technology ETF made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #346 holding.
Sheaff Brock Investment Advisors first reported a position in Vanguard Information Technology ETF in Q4 2016 and has held it in 8 quarters since.
Sheaff Brock Investment Advisors's Vanguard Information Technology ETF position peaked at $368K in Q4 2024.
1,669 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.