WFA of San Diego’s Vanguard Information Technology ETF VGT Stock Holding History

WFA of San Diego’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 Q4	–	Sell	-2,728	Closed	-$255K	–	421
2025 Q3	$255K	Buy	2,728 +1,128	+71%	+$98.6K	0.17%	86
2025 Q2	$133K	Buy	+1,600	New	+$116K	0.1%	119
2024 Q3	$117K	Hold	1,600	–	–	0.1%	117
2024 Q2	$115K	Buy	+1,600	New	+$106K	0.1%	115
2023 Q3	$5.81K	Hold	112	–	–	0.01%	302
2023 Q2	$6.19K	Buy	+112	New	+$5.62K	0.01%	297
2023 Q1	–	Sell	-112	Closed	-$4.47K	–	410
2022 Q4	$4.47K	Buy	+112	New	+$4.57K	﹤0.01%	413
2022 Q3	–	Sell	-160	Closed	-$7K	–	383
2022 Q2	$7K	Buy	+160	New	+$7.21K	0.01%	307
2021 Q1	–	Sell	-240	Closed	-$353K	–	127
2020 Q4	$353K	Buy	+240	New	+$9.87K	0.09%	21

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFA of San Diego's VGT Position: Q4 2025 in Review

WFA of San Diego sold out of Vanguard Information Technology ETF (VGT) in Q4 2025, closing a stake of 2,728 shares — an estimated $255K sold.

WFA of San Diego first reported a position in VGT in Q4 2020 and held it in 9 quarters. The position peaked at $353K in Q4 2020. 2,028 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

WFA of San Diego reported no remaining Vanguard Information Technology ETF position as of Q4 2025 after selling out during the quarter.
WFA of San Diego sold 2,728 Vanguard Information Technology ETF shares in Q4 2025, an estimated $255K.
WFA of San Diego first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 9 quarters.
WFA of San Diego's Vanguard Information Technology ETF position peaked at $353K in Q4 2020.
2,028 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on WFA of San Diego's 13F filing for Q4 2025, filed 17 Feb 2026.