TLA
VGT icon

Tanglewood Legacy Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Tanglewood Legacy Advisors’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
-736
Closed -$61K – 284
2025
Q2 		$61K Buy
+736
New +$53.5K 0.03% 160

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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

Tanglewood Legacy Advisors's VGT Position: Q3 2025 in Review

Tanglewood Legacy Advisors sold out of Vanguard Information Technology ETF (VGT) in Q3 2025, closing a stake of 736 shares — an estimated $61K sold.

Tanglewood Legacy Advisors first reported a position in VGT in Q2 2025 and held it in 1 quarter. The position peaked at $61K in Q2 2025. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

  • Tanglewood Legacy Advisors reported no remaining Vanguard Information Technology ETF position as of Q3 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 736 Vanguard Information Technology ETF shares in Q3 2025, an estimated $61K.
  • Tanglewood Legacy Advisors first reported a position in Vanguard Information Technology ETF in Q2 2025 and held it in 1 quarter.
  • Tanglewood Legacy Advisors's Vanguard Information Technology ETF position peaked at $61K in Q2 2025.
  • 1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.