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Balanced Wealth Group »

Vanguard Information Technology ETF shares owned by Balanced Wealth Group

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

Historical chart of Balanced Wealth Group investment in Vanguard Information Technology ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Information Technology ETF by Balanced Wealth Group

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$368k	560	656.96
2025-06-30	$387k	560	691.02
2025-03-31	$304k	560	542.29
2024-12-31	$345k	559	616.90
2024-09-30	$327k	558	586.36
2024-06-30	$324k	557	582.45
2024-03-31	$326k	632	515.31
2023-12-31	$331k	683	484.15

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Apple (AAPL)

Spdr Series Trust S&p 400 Mdcp Val (MDYV)

Spdr Series Trust S&P 400 MDCP GRW (MDYG)

Spdr Series Trust S&p 600 Smcp Val (SLYV)

Spdr Series Trust S&P 600 SMCP GRW (SLYG)

Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

Eaton Vance Tax Managed Buy Write Opport (ETV)

First Tr Exchange-traded SHS (FVD)

Vanguard Index Fds Real Estate Etf (VNQ)

Vanguard Index Fds Small Cp Etf (VB)

Schwab Strategic Tr Us Mid-cap Etf (SCHM)

Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Balanced Wealth Group

Top funds holding Vanguard Information Technology ETF

Jpmorgan Chase & Co

Leucadia National Corporation

Morgan Stanley

UBS Group

Wells Fargo & Company

LPL Financial

Green Harvest Asset Management

Raymond James Financial

Harel Insurance Investments & Financial Services

Colony

Royal Bank of Canada

Ameriprise Financial

Churchill Management Corp.

Northwestern Mutual Wealth Management Company

Vantagepoint Investment Advisers

View all funds holding Vanguard Information Technology ETF

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