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

Stonegate Investment 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	$798K	Sell	8,552 -568	-6%	-$49.6K	0.02%	200
2025 Q2	$756K	Hold	9,120	–	–	0.02%	195
2025 Q1	$618K	Buy	+9,120	New	+$687K	0.02%	195
2024 Q3	–	Sell	-2,808	Closed	-$202K	–	429
2024 Q2	$202K	Sell	2,808 -2,640	-48%	-$176K	0.01%	337
2024 Q1	$357K	Sell	5,448 -40	-0.7%	-$2.54K	0.01%	249
2023 Q4	$332K	Sell	5,488 -56	-1%	-$3.12K	0.01%	240
2023 Q3	$288K	Hold	5,544	–	–	0.01%	246
2023 Q2	$306K	Hold	5,544	–	–	0.01%	247
2023 Q1	$267K	Hold	5,544	–	–	0.01%	264
2022 Q4	$221K	Hold	5,544	–	–	0.01%	282
2022 Q3	$213K	Hold	5,544	–	–	0.01%	261
2022 Q2	$226K	Hold	5,544	–	–	0.01%	260
2022 Q1	$289K	Hold	5,544	–	–	0.01%	209
2021 Q4	$318K	Buy	+5,544	New	+$304K	0.01%	207

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

Stonegate Investment Group's VGT Position: Q3 2025 in Review

Stonegate Investment Group reduced its Vanguard Information Technology ETF (VGT) stake by 6.2% in Q3 2025, selling an estimated $49.6K and leaving 8,552 shares worth $798K. The position accounts for 0.02% of the portfolio, ranked #200.

Stonegate Investment Group first reported a position in VGT in Q4 2021 and has held it in 14 quarters since. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Stonegate Investment Group held 8,552 shares of Vanguard Information Technology ETF worth $798K as of Q3 2025.
Stonegate Investment Group sold 568 Vanguard Information Technology ETF shares in Q3 2025, an estimated $49.6K.
Vanguard Information Technology ETF made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #200 holding.
Stonegate Investment Group first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 14 quarters since.
1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.