SWP
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Significant Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Significant Wealth Partners’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
Q4 		– Sell
-8,336
Closed -$778K – 112
2025
Q3 		$778K Buy
8,336
+24
+0.3% +$2.1K 0.38% 23
2025
Q2 		$689K Buy
+8,312
New +$604K 0.34% 21

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Significant Wealth Partners's VGT Position: Q4 2025 in Review

Significant Wealth Partners sold out of Vanguard Information Technology ETF (VGT) in Q4 2025, closing a stake of 8,336 shares — an estimated $778K sold.

Significant Wealth Partners first reported a position in VGT in Q2 2025 and held it in 2 quarters. The position peaked at $778K in Q3 2025. 2,028 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

  • Significant Wealth Partners reported no remaining Vanguard Information Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Significant Wealth Partners sold 8,336 Vanguard Information Technology ETF shares in Q4 2025, an estimated $778K.
  • Significant Wealth Partners first reported a position in Vanguard Information Technology ETF in Q2 2025 and held it in 2 quarters.
  • Significant Wealth Partners's Vanguard Information Technology ETF position peaked at $778K in Q3 2025.
  • 2,028 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.