Whitford Management’s Vanguard Information Technology ETF VGT Stock Holding History

Whitford 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 Q1	–	Sell	-7,200	Closed	-$560K	–	32
2024 Q4	$560K	Hold	7,200	–	–	0.15%	23
2024 Q3	$528K	Hold	7,200	–	–	0.3%	14
2024 Q2	$519K	Hold	7,200	–	–	0.3%	14
2024 Q1	$472K	Hold	7,200	–	–	0.27%	19
2023 Q4	$436K	Hold	7,200	–	–	0.17%	21
2023 Q3	$373K	Hold	7,200	–	–	0.49%	7
2023 Q2	$398K	Hold	7,200	–	–	0.49%	8
2023 Q1	$347K	Buy	+7,200	New	+$318K	0.44%	10

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whitford Management's VGT Position: Q1 2025 in Review

Whitford Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 7,200 shares — an estimated $560K sold.

Whitford Management first reported a position in VGT in Q1 2023 and held it in 8 quarters. The position peaked at $560K in Q4 2024. 1,668 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

Whitford Management reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
Whitford Management sold 7,200 Vanguard Information Technology ETF shares in Q1 2025, an estimated $560K.
Whitford Management first reported a position in Vanguard Information Technology ETF in Q1 2023 and held it in 8 quarters.
Whitford Management's Vanguard Information Technology ETF position peaked at $560K in Q4 2024.
1,668 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Whitford Management's 13F filing for Q1 2025, filed 15 May 2025.