Summit X LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Summit X LLC’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	–	Sell	-6,032	Closed	-$500K	–	228
2025 Q2	$500K	Buy	6,032 +3,016	+100%	+$219K	0.09%	144
2025 Q1	$205K	Sell	3,016 -160	-5%	-$12.1K	0.04%	222
2024 Q4	$247K	Hold	3,176	–	–	0.05%	188
2024 Q3	$229K	Sell	3,176 -880	-22%	-$62.5K	0.06%	184
2024 Q2	$295K	Buy	+4,056	New	+$270K	0.07%	184
2022 Q1	–	Sell	-4,168	Closed	-$239K	–	273
2021 Q4	$239K	Buy	4,168 +8	+0.2%	+$439	0.06%	235
2021 Q3	$208K	Hold	4,160	–	–	0.05%	244
2021 Q2	$208K	Buy	+4,160	New	+$196K	0.05%	247

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Summit X LLC's VGT Position: Q3 2025 in Review

Summit X LLC sold out of Vanguard Information Technology ETF (VGT) in Q3 2025, closing a stake of 6,032 shares — an estimated $500K sold.

Summit X LLC first reported a position in VGT in Q2 2021 and held it in 8 quarters. The position peaked at $500K in Q2 2025. 1,859 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Summit X LLC reported no remaining Vanguard Information Technology ETF position as of Q3 2025 after selling out during the quarter.
Summit X LLC sold 6,032 Vanguard Information Technology ETF shares in Q3 2025, an estimated $500K.
Summit X LLC first reported a position in Vanguard Information Technology ETF in Q2 2021 and held it in 8 quarters.
Summit X LLC's Vanguard Information Technology ETF position peaked at $500K in Q2 2025.
1,859 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.