Watts Gwilliam & Co’s Vanguard Information Technology ETF VGT Stock Holding History

Watts Gwilliam & Co’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	$344K	Hold	3,688	–	–	0.06%	167
2025 Q2	$338K	Sell	3,688 -800	-18%	-$58.2K	0.06%	164
2025 Q1	$304K	Buy	4,488 +808	+22%	+$60.9K	0.07%	159
2024 Q4	$289K	Buy	3,680 +672	+22%	+$51.6K	0.06%	167
2024 Q3	$222K	Buy	+3,008	New	+$214K	0.05%	185

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

Watts Gwilliam & Co's VGT Position: Q3 2025 in Review

Watts Gwilliam & Co held its Vanguard Information Technology ETF (VGT) position steady in Q3 2025 at 3,688 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #167.

Watts Gwilliam & Co first reported a position in VGT in Q3 2024 and has held it in 5 quarters since. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Watts Gwilliam & Co held 3,688 shares of Vanguard Information Technology ETF worth $344K as of Q3 2025.
Watts Gwilliam & Co left its Vanguard Information Technology ETF share count unchanged in Q3 2025.
Vanguard Information Technology ETF made up 0.06% of Watts Gwilliam & Co's portfolio in Q3 2025, its #167 holding.
Watts Gwilliam & Co first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 5 quarters since.
1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.