STAR Financial Bank’s Vanguard Information Technology ETF VGT Stock Holding History

STAR Financial Bank’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	–	Sell	-2,576	Closed	-$200K	–	116
2024 Q4	$200K	Buy	+2,576	New	+$198K	0.14%	110
2024 Q3	–	Sell	-2,816	Closed	-$203K	–	126
2024 Q2	$203K	Sell	2,816 -776	-22%	-$51.6K	0.16%	108
2024 Q1	$235K	Hold	3,592	–	–	0.2%	87
2023 Q4	$217K	Buy	+3,592	New	+$200K	0.2%	88
2023 Q3	–	Sell	-3,936	Closed	-$218K	–	93
2023 Q2	$218K	Sell	3,936 -568	-13%	-$28.5K	0.2%	89
2023 Q1	$217K	Buy	+4,504	New	+$199K	0.21%	89

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

STAR Financial Bank's VGT Position: Q1 2025 in Review

STAR Financial Bank sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 2,576 shares — an estimated $200K sold.

STAR Financial Bank first reported a position in VGT in Q1 2023 and held it in 6 quarters. The position peaked at $235K in Q1 2024. 1,668 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

STAR Financial Bank reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
STAR Financial Bank sold 2,576 Vanguard Information Technology ETF shares in Q1 2025, an estimated $200K.
STAR Financial Bank first reported a position in Vanguard Information Technology ETF in Q1 2023 and held it in 6 quarters.
STAR Financial Bank's Vanguard Information Technology ETF position peaked at $235K in Q1 2024.
1,668 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on STAR Financial Bank's 13F filing for Q1 2025, filed 5 May 2025.