Lodestone Wealth Management »

Vanguard Information Technology ETF shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of Vanguard Information Technology ETF (VGT) shares owned by Lodestone Wealth Management from 13F filings

Historical chart of Lodestone Wealth Management investment in Vanguard Information Technology ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Information Technology ETF held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Information Technology ETF by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $345k 658 524.24
2023-12-31 $318k 657 484.16
2023-09-30 $268k 646 415.06
2023-06-30 $282k 637 442.07
2023-03-31 $246k 637 385.39
2022-12-31 $203k 636 319.61

More positions owned by Lodestone Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Value Etf (VTV)
Merck & Co (MRK)
JPMorgan Chase & Co. (JPM)
Amgen (AMGN)
Lennar Corp Cl A (LEN)
American Express Company (AXP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
D.R. Horton (DHI)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Occidental Petroleum Corporation (OXY)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Lodestone Wealth Management

Top funds holding Vanguard Information Technology ETF

Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
UBS Group
Wells Fargo & Company
LPL Financial
Ameriprise Financial
Fisher Investments
Royal Bank of Canada
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Green Harvest Asset Management
Raymond James Financial Services Advisors
Susquehanna International
Raymond James & Associates

View all funds holding Vanguard Information Technology ETF