Sonora Investment Management Group’s Vanguard Information Technology ETF VGT Stock Holding History

Sonora Investment Management Group’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	$453K	Sell	4,856 -120	-2%	-$10.5K	0.03%	175
2025 Q2	$412K	Sell	4,976 -80	-2%	-$5.82K	0.03%	187
2025 Q1	$343K	Buy	5,056 +992	+24%	+$74.7K	0.03%	202
2024 Q4	$316K	Hold	4,064	–	–	0.02%	213
2024 Q3	$298K	Buy	4,064 +336	+9%	+$23.9K	0.02%	222
2024 Q2	$244K	Hold	3,728	–	–	0.02%	241
2024 Q1	$244K	Hold	3,728	–	–	0.02%	242
2023 Q4	$225K	Buy	+3,728	New	+$208K	0.02%	237
2023 Q3	–	Sell	-3,728	Closed	-$206K	–	280
2023 Q2	$206K	Buy	+3,728	New	+$187K	0.02%	246
2023 Q1	–	Sell	-5,080	Closed	-$203K	–	284
2022 Q4	$203K	Buy	+5,080	New	+$207K	0.02%	247

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Sonora Investment Management Group's VGT Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Vanguard Information Technology ETF (VGT) stake by 2.4% in Q3 2025, selling an estimated $10.5K and leaving 4,856 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #175.

Sonora Investment Management Group first reported a position in VGT in Q4 2022 and has held it in 10 quarters since. 1,859 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Sonora Investment Management Group held 4,856 shares of Vanguard Information Technology ETF worth $453K as of Q3 2025.
Sonora Investment Management Group sold 120 Vanguard Information Technology ETF shares in Q3 2025, an estimated $10.5K.
Vanguard Information Technology ETF made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #175 holding.
Sonora Investment Management Group first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 10 quarters since.
1,859 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.