SVB Investment Services’s Vanguard Information Technology ETF VGT Stock Holding History

SVB Investment Services’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
2022 Q1	$504K	Buy	9,688 +8	+0.1%	+$411	0.31%	32
2021 Q4	$550K	Sell	9,680 -8	-0.1%	-$439	0.37%	30
2021 Q3	$486K	Hold	9,688	–	–	0.32%	31
2021 Q2	$483K	Buy	9,688 +2,864	+42%	+$135K	0.32%	30
2021 Q1	$305K	Buy	6,824 +3,920	+135%	+$176K	0.24%	31
2020 Q4	$128K	Hold	2,904	–	–	0.1%	44
2020 Q3	$113K	Buy	2,904 +1,088	+60%	+$41K	0.1%	45
2020 Q2	$63K	Buy	1,816 +160	+10%	+$4.99K	0.06%	45
2020 Q1	$44K	Hold	1,656	–	–	0.04%	43
2019 Q4	$51K	Buy	+1,656	New	+$47.4K	0.05%	45

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SVB Investment Services's VGT Position: Q1 2022 in Review

SVB Investment Services increased its Vanguard Information Technology ETF (VGT) stake by 0.08% in Q1 2022, buying an estimated $411 and bringing the position to 9,688 shares worth $504K. The position accounts for 0.31% of the portfolio, ranked #32.

SVB Investment Services first reported a position in VGT in Q4 2019 and has held it in 10 quarters since. The position peaked at $550K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold VGT as of Q1 2022.

SVB Investment Services held 9,688 shares of Vanguard Information Technology ETF worth $504K as of Q1 2022.
SVB Investment Services bought 8 Vanguard Information Technology ETF shares in Q1 2022, an estimated $411.
Vanguard Information Technology ETF made up 0.31% of SVB Investment Services's portfolio in Q1 2022, its #32 holding.
SVB Investment Services first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's Vanguard Information Technology ETF position peaked at $550K in Q4 2021.
1,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.