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Vanguard Information Technology ETF
VGT

Overview Fund Activity

1,386 hedge funds and large institutions have $23.4B invested in Vanguard Information Technology ETF in 2023 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 435 increasing their positions, 445 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,386
Holders Change
+144
Holders Change %
+11.59%
% of All Funds
20.32%
Holding in Top 10
102
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+12.09%
% of All Funds
1.5%
New
219
Increased
435
Reduced
445
Closed
56
Calls
$181M
Puts
$292M
Net Calls
-$112M
Net Calls Change
-$139M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$975M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$135M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$123M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$62.3M
5
Barclays
Barclays
United Kingdom
+$57.2M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$170M
2
LWM
Liberty Wealth Management
California
-$163M
3
Bank of America
Bank of America
North Carolina
-$65.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$59M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
726
Bison Wealth
Georgia
$730K +$3.87K +8 +0.5%
CST
727
Charles Schwab Trust
Nevada
$726K – – –
MWM
728
Meridian Wealth Management
Kentucky
$726K -$16.5K -34 -2%
T
729
Tidemark
California
$724K +$724K +1,496 New
FC
730
Financial Consulate
Maryland
$724K – – –
WPC
731
Waters Parkerson & Co
Louisiana
$722K – – –
SWM
732
Selective Wealth Management
Virginia
$717K – – –
IP
733
Ignite Planners
California
$717K -$21.2K -45 -3%
ECG
734
EPIQ Capital Group
California
$714K +$2.42K +5 +0.3%
WA
735
Waverly Advisors
Alabama
$708K -$49.4K -102 -7%
BDF
736
Black Diamond Financial
Maryland
$703K -$137K -283 -16%
CF
737
Convergence Financial
Missouri
$698K -$572K -1,181 -45%
MCWS
738
McKinley Carter Wealth Services
West Virginia
$693K +$60.5K +125 +10%
TW
739
TrinityPoint Wealth
Connecticut
$689K -$110K -227 -14%
BW
740
BIP Wealth
Georgia
$689K – – –
CIP
741
Capital Insight Partners
Arizona
$687K – – –
LSPW
742
Lake Street Private Wealth
Illinois
$687K -$12.6K -26 -2%
SCA
743
Southern Capital Advisors
Tennessee
$684K +$1.45K +3 +0.2%
GB
744
Goepper Burkhardt
South Carolina
$673K +$52.1K +100 +8%
HB
745
HTLF Bank
Colorado
$670K +$670K +1,385 New
GL
746
Graypoint LLC
New York
$669K +$84.2K +174 +14%
GC
747
Grimes & Company
Massachusetts
$668K -$15K -31 -2%
WBCM
748
Wilson & Boucher Capital Management
California
$666K – – –
SFP
749
Shepherd Financial Partners
Massachusetts
$662K +$484 +1 +0.1%
PAI
750
Pittenger & Anderson Inc
Nebraska
$657K +$6.29K +13 +1%
28 29
30
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