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Tiedemann Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Tiedemann 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
2023
Q3 		$1.24M Buy
23,888
+32
+0.1% +$1.74K 0.05% 107
2023
Q2 		$1.32M Sell
23,856
-1,040
-4% -$52.2K 0.06% 98
2023
Q1 		$1.2M Sell
24,896
-1,376
-5% -$60.8K 0.05% 104
2022
Q4 		$1.05M Sell
26,272
-6,088
-19% -$248K 0.05% 116
2022
Q3 		$1.25M Sell
32,360
-7,960
-20% -$350K 0.08% 97
2022
Q2 		$1.65M Buy
40,320
+1,760
+5% +$79.3K 0.12% 78
2022
Q1 		$2.01M Sell
38,560
-4,240
-10% -$218K 0.1% 91
2021
Q4 		$2.45M Buy
42,800
+104
+0.2% +$5.71K 0.12% 80
2021
Q3 		$2.15M Sell
42,696
-67,184
-61% -$3.48M 0.11% 80
2021
Q2 		$5.48M Buy
109,880
+15,600
+17% +$736K 0.22% 53
2021
Q1 		$4.22M Sell
94,280
-80
-0.1% -$3.6K 0.19% 61
2020
Q4 		$4.17M Sell
94,360
-552
-0.6% -$22.7K 0.2% 58
2020
Q3 		$3.69M Sell
94,912
-1,008
-1% -$37.9K 0.18% 81
2020
Q2 		$3.34M Buy
95,920
+64
+0.1% +$2K 0.18% 86
2020
Q1 		$2.54M Buy
95,856
+20,480
+27% +$621K 0.16% 91
2019
Q4 		$2.31M Sell
75,376
-28,704
-28% -$822K 0.11% 105
2019
Q3 		$2.81M Buy
104,080
+21,416
+26% +$577K 0.14% 99
2019
Q2 		$2.18M Buy
82,664
+43,544
+111% +$1.12M 0.11% 99
2019
Q1 		$981K Buy
39,120
+80
+0.2% +$1.86K 0.05% 219
2018
Q4 		$814K Buy
39,040
+96
+0.2% +$2.17K 0.04% 231
2018
Q3 		$986K Buy
38,944
+152
+0.4% +$3.7K 0.06% 170
2018
Q2 		$881K Buy
38,792
+18,160
+88% +$408K 0.06% 175
2018
Q1 		$441K Buy
20,632
+24
+0.1% +$524 0.03% 208
2017
Q4 		$424K Buy
+20,608
New +$418K 0.03% 167

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tiedemann Advisors's VGT Position: Q3 2023 in Review

Tiedemann Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.13% in Q3 2023, buying an estimated $1.74K and bringing the position to 23,888 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #107.

Tiedemann Advisors first reported a position in VGT in Q4 2017 and has held it in 24 quarters since. The position peaked at $5.48M in Q2 2021. 1,247 funds tracked by Wall St. Rank hold VGT as of Q3 2023.

  • Tiedemann Advisors held 23,888 shares of Vanguard Information Technology ETF worth $1.24M as of Q3 2023.
  • Tiedemann Advisors bought 32 Vanguard Information Technology ETF shares in Q3 2023, an estimated $1.74K.
  • Vanguard Information Technology ETF made up 0.05% of Tiedemann Advisors's portfolio in Q3 2023, its #107 holding.
  • Tiedemann Advisors first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 24 quarters since.
  • Tiedemann Advisors's Vanguard Information Technology ETF position peaked at $5.48M in Q2 2021.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.