Stephens Consulting’s Vanguard Information Technology ETF VGT Stock Holding History

Stephens Consulting’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	$1.51K	Hold	16	–	–	﹤0.01%	367
2025 Q3	$1.49K	Hold	16	–	–	﹤0.01%	343
2025 Q2	$1.33K	Hold	16	–	–	﹤0.01%	590
2025 Q1	$1.08K	Buy	16 +8	+100%	+$603	﹤0.01%	610
2024 Q4	$622	Hold	8	–	–	﹤0.01%	497
2024 Q3	$587	Hold	8	–	–	﹤0.01%	492
2024 Q2	$577	Buy	+8	New	+$532	﹤0.01%	623
2023 Q3	–	Sell	-176	Closed	-$9.73K	–	514
2023 Q2	$9.73K	Sell	176 -40	-19%	-$2.01K	﹤0.01%	313
2023 Q1	$10.4K	Buy	216 +40	+23%	+$1.77K	0.01%	315
2022 Q4	$7.03K	Sell	176 -400	-69%	-$16.3K	﹤0.01%	339
2022 Q3	$22.1K	Sell	576 -3,072	-84%	-$135K	0.02%	242
2022 Q2	$149K	Hold	3,648	–	–	0.12%	78
2022 Q1	$190K	Buy	3,648 +200	+6%	+$10.3K	0.16%	83
2021 Q4	$197K	Buy	+3,448	New	+$189K	0.16%	99

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stephens Consulting's VGT Position: Q4 2025 in Review

Stephens Consulting held its Vanguard Information Technology ETF (VGT) position steady in Q4 2025 at 16 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Stephens Consulting first reported a position in VGT in Q4 2021 and has held it in 14 quarters since. The position peaked at $197K in Q4 2021. 2,028 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

Stephens Consulting held 16 shares of Vanguard Information Technology ETF worth $1.51K as of Q4 2025.
Stephens Consulting left its Vanguard Information Technology ETF share count unchanged in Q4 2025.
Vanguard Information Technology ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #367 holding.
Stephens Consulting first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 14 quarters since.
Stephens Consulting's Vanguard Information Technology ETF position peaked at $197K in Q4 2021.
2,028 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.