WWM
VGT icon

Whalen Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Whalen Wealth Management’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
-4,904
Closed -$458K – 245
2025
Q3 		$458K Buy
4,904
+728
+17% +$63.6K 0.27% 91
2025
Q2 		$346K Buy
+4,176
New +$304K 0.22% 127

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whalen Wealth Management's VGT Position: Q4 2025 in Review

Whalen Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2025, closing a stake of 4,904 shares — an estimated $458K sold.

Whalen Wealth Management first reported a position in VGT in Q2 2025 and held it in 2 quarters. The position peaked at $458K in Q3 2025. 2,023 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

  • Whalen Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 4,904 Vanguard Information Technology ETF shares in Q4 2025, an estimated $458K.
  • Whalen Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2025 and held it in 2 quarters.
  • Whalen Wealth Management's Vanguard Information Technology ETF position peaked at $458K in Q3 2025.
  • 2,023 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.