VIA
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Vantage Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Vantage Investment 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
2018
Q3 		$5K Buy
+208
New +$5.06K ﹤0.01% 637
2014
Q3 		– Sell
-2,040
Closed -$25K – 763
2014
Q2 		$25K Buy
+2,040
New +$23.5K 0.02% 338

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vantage Investment Advisors's VGT Position: Q3 2018 in Review

Vantage Investment Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q3 2018: 208 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Vantage Investment Advisors previously reported a position in VGT as recently as Q2 2014.

Vantage Investment Advisors first reported a position in VGT in Q2 2014 and has held it in 2 quarters since. The position peaked at $25K in Q2 2014. 546 funds tracked by Wall St. Rank hold VGT as of Q3 2018.

  • Vantage Investment Advisors held 208 shares of Vanguard Information Technology ETF worth $5K as of Q3 2018.
  • Vanguard Information Technology ETF was a new Vantage Investment Advisors position in Q3 2018.
  • Vanguard Information Technology ETF made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #637 holding.
  • Vantage Investment Advisors first reported a position in Vanguard Information Technology ETF in Q2 2014 and has held it in 2 quarters since.
  • Vantage Investment Advisors's Vanguard Information Technology ETF position peaked at $25K in Q2 2014.
  • 546 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.