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SpiderRock Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

SpiderRock 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
2024
Q3 		$771K Sell
10,512
-2,576
-20% -$183K 0.01% 523
2024
Q2 		$944K Buy
13,088
+2,064
+19% +$137K 0.02% 421
2024
Q1 		$714K Buy
+11,024
New +$699K 0.02% 454

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

SpiderRock Advisors's VGT Position: Q3 2024 in Review

SpiderRock Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 20% in Q3 2024, selling an estimated $183K and leaving 10,512 shares worth $771K. The position accounts for 0.01% of the portfolio, ranked #523.

SpiderRock Advisors first reported a position in VGT in Q1 2024 and has held it in 3 quarters since. The position peaked at $944K in Q2 2024. 1,573 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

  • SpiderRock Advisors held 10,512 shares of Vanguard Information Technology ETF worth $771K as of Q3 2024.
  • SpiderRock Advisors sold 2,576 Vanguard Information Technology ETF shares in Q3 2024, an estimated $183K.
  • Vanguard Information Technology ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #523 holding.
  • SpiderRock Advisors first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Vanguard Information Technology ETF position peaked at $944K in Q2 2024.
  • 1,573 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.