VGT — Vanguard

Ownership history in Wealth Group Ltd  ·  9 quarters on record

This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in Vanguard (VGT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.9% (2024 Q4)
Avg. % of fund
6.19%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 33,015 -2,552 -7.2% 5.57% $24.9M $753.78
2025 Q3 REDUCED 35,567 -2,465 -6.5% 6.15% $26.6M $745.87
2025 Q2 REDUCED 38,032 -1,519 -3.8% 6.42% $25.2M $661.84
2025 Q1 ADDED 39,551 +1,177 +3.1% 6.29% $21.5M $540.62
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGT price (monthly, adj. close)

Other funds also holding VGT

As of 2025 Q4 — sorted by position size

NORTHSTAR ASSET MANAGEMENT Co 3Y 7Y 17.57% Compass Financial Group, INC/SD 3Y 16.67% TAIYO LIFE INSURANCE CO 3Y 7Y 13.68% FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3Y 7Y 13.67% Osbon Capital Management LLC 12.74% Wall Street Financial Group, Inc. 11.87% AMI INVESTMENT MANAGEMENT INC 3Y 7Y 11.48% Stuart Chaussee & Associates, Inc. 3Y 7Y 10.25% PGIM Custom Harvest LLC 3Y 9.29% Winthrop Capital Management, LLC 8.1%
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