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WMS Partners’s Vanguard Information Technology ETF VGT Stock Holding History

WMS Partners’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
-28,008
Closed -$2.18M – 267
2024
Q4 		$2.18M Sell
28,008
-1,112
-4% -$85.4K 0.12% 74
2024
Q3 		$2.13M Buy
29,120
+8,352
+40% +$594K 0.12% 74
2024
Q2 		$1.5M Sell
20,768
-48
-0.2% -$3.19K 0.1% 80
2024
Q1 		$1.36M Sell
20,816
-688
-3% -$43.6K 0.09% 90
2023
Q4 		$1.3M Sell
21,504
-176
-0.8% -$9.81K 0.1% 89
2023
Q3 		$1.12M Sell
21,680
-8
-0% -$435 0.09% 94
2023
Q2 		$1.2M Sell
21,688
-4,768
-18% -$239K 0.09% 91
2023
Q1 		$1.27M Sell
26,456
-3,664
-12% -$162K 0.11% 84
2022
Q4 		$1.2M Sell
30,120
-3,048
-9% -$124K 0.12% 89
2022
Q3 		$1.27M Hold
33,168
– – 0.17% 69
2022
Q2 		$1.35M Hold
33,168
– – 0.21% 63
2022
Q1 		$1.73M Buy
+33,168
New +$1.7M 0.24% 55
2021
Q4 		– Sell
-33,408
Closed -$1.68M – 282
2021
Q3 		$1.68M Sell
33,408
-40
-0.1% -$2.07K 0.25% 58
2021
Q2 		$1.67M Sell
33,448
-2,280
-6% -$108K 0.25% 52
2021
Q1 		$1.6M Sell
35,728
-4,080
-10% -$184K 0.36% 46
2020
Q4 		$1.76M Hold
39,808
– – 0.3% 46
2020
Q3 		$1.55M Hold
39,808
– – 0.3% 48
2020
Q2 		$1.39M Hold
39,808
– – 0.29% 51
2020
Q1 		$1.05M Sell
39,808
-2,800
-7% -$84.9K 0.29% 50
2019
Q4 		$1.3M Sell
42,608
-400
-0.9% -$11.4K 0.29% 52
2019
Q3 		$1.16M Hold
43,008
– – 0.28% 56
2019
Q2 		$1.13M Buy
43,008
+8,640
+25% +$223K 0.28% 54
2019
Q1 		$862K Buy
34,368
+840
+3% +$19.5K 0.21% 68
2018
Q4 		$699K Buy
33,528
+20,456
+156% +$464K 0.2% 75
2018
Q3 		$331K Buy
13,072
+1,968
+18% +$47.9K 0.04% 152
2018
Q2 		$252K Hold
11,104
– – 0.03% 180
2018
Q1 		$237K Hold
11,104
– – 0.03% 191
2017
Q4 		$229K Hold
11,104
– – 0.03% 211
2017
Q3 		$211K Buy
+11,104
New +$206K 0.03% 200

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $369B AUM 28.27% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WMS Partners's VGT Position: Q1 2025 in Review

WMS Partners sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 28,008 shares — an estimated $2.18M sold.

WMS Partners first reported a position in VGT in Q3 2017 and held it in 29 quarters. The position peaked at $2.18M in Q4 2024. 1,672 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

  • WMS Partners reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 28,008 Vanguard Information Technology ETF shares in Q1 2025, an estimated $2.18M.
  • WMS Partners first reported a position in Vanguard Information Technology ETF in Q3 2017 and held it in 29 quarters.
  • WMS Partners's Vanguard Information Technology ETF position peaked at $2.18M in Q4 2024.
  • 1,672 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.