WCF
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West Coast Financial’s Vanguard Information Technology ETF VGT Stock Holding History

West Coast Financial’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
Q2 		– Sell
-2,976
Closed -$202K – 144
2025
Q1 		$202K Hold
2,976
– – 0.02% 162
2024
Q4 		$231K Hold
2,976
– – 0.03% 157
2024
Q3 		$218K Buy
+2,976
New +$211K 0.02% 164

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 $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

West Coast Financial's VGT Position: Q2 2025 in Review

West Coast Financial sold out of Vanguard Information Technology ETF (VGT) in Q2 2025, closing a stake of 2,976 shares — an estimated $202K sold.

West Coast Financial first reported a position in VGT in Q3 2024 and held it in 3 quarters. The position peaked at $231K in Q4 2024. 1,785 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

  • West Coast Financial reported no remaining Vanguard Information Technology ETF position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 2,976 Vanguard Information Technology ETF shares in Q2 2025, an estimated $202K.
  • West Coast Financial first reported a position in Vanguard Information Technology ETF in Q3 2024 and held it in 3 quarters.
  • West Coast Financial's Vanguard Information Technology ETF position peaked at $231K in Q4 2024.
  • 1,785 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.