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Stifel Trust’s Vanguard Information Technology ETF VGT Stock Holding History

Stifel Trust’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
2014
Q3 		$41K Buy
+3,200
New +$39.8K 0.01% 286

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return

Stifel Trust's VGT Position: Q3 2014 in Review

Stifel Trust opened a new position in Vanguard Information Technology ETF (VGT) in Q3 2014: 3,200 shares worth $41K. The stake represents 0.01% of the portfolio and ranks #286 among its holdings.

220 funds tracked by Wall St. Rank hold VGT as of Q3 2014.

  • Stifel Trust held 3,200 shares of Vanguard Information Technology ETF worth $41K as of Q3 2014.
  • Vanguard Information Technology ETF was a new Stifel Trust position in Q3 2014.
  • Vanguard Information Technology ETF made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #286 holding.
  • 220 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.