True North Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

True North 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	-4,152	Closed	-$344K	–	246
2025 Q2	$344K	Hold	4,152	–	–	0.07%	166
2025 Q1	$282K	Sell	4,152 -8	-0.2%	-$603	0.05%	204
2024 Q4	$323K	Sell	4,160 -8	-0.2%	-$614	0.08%	134
2024 Q3	$306K	Buy	4,168 +272	+7%	+$19.3K	0.08%	133
2024 Q2	$281K	Sell	3,896 -104	-3%	-$6.91K	0.08%	151
2024 Q1	$262K	Sell	4,000 -448	-10%	-$28.4K	0.07%	156
2023 Q4	$269K	Hold	4,448	–	–	0.07%	145
2023 Q3	$231K	Hold	4,448	–	–	0.07%	174
2023 Q2	$246K	Hold	4,448	–	–	0.07%	185
2023 Q1	$214K	Buy	+4,448	New	+$197K	0.06%	180

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

True North Advisors's VGT Position: Q3 2025 in Review

True North Advisors sold out of Vanguard Information Technology ETF (VGT) in Q3 2025, closing a stake of 4,152 shares — an estimated $344K sold.

True North Advisors first reported a position in VGT in Q1 2023 and held it in 10 quarters. The position peaked at $344K in Q2 2025. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

True North Advisors reported no remaining Vanguard Information Technology ETF position as of Q3 2025 after selling out during the quarter.
True North Advisors sold 4,152 Vanguard Information Technology ETF shares in Q3 2025, an estimated $344K.
True North Advisors first reported a position in Vanguard Information Technology ETF in Q1 2023 and held it in 10 quarters.
True North Advisors's Vanguard Information Technology ETF position peaked at $344K in Q2 2025.
1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on True North Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.