Focused Wealth Management »

Vanguard Information Technology ETF shares owned by Focused Wealth Management

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

Historical chart of Focused 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 Focused 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 Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.5M 16k 586.52
2024-06-30 $9.4M 16k 576.58
2024-03-31 $8.6M 16k 524.34
2023-12-31 $8.3M 17k 484.01
2023-09-30 $7.3M 18k 414.91
2023-06-30 $7.8M 18k 442.16
2023-03-31 $6.8M 18k 385.47
2022-12-31 $5.7M 18k 319.41
2022-09-30 $5.5M 18k 307.37
2022-06-30 $5.9M 18k 326.56
2022-03-31 $7.6M 18k 416.46
2021-12-31 $8.5M 18k 458.15
2021-09-30 $7.4M 19k 401.28
2021-06-30 $7.6M 19k 398.77
2021-03-31 $6.9M 19k 358.49
2020-12-31 $6.9M 19k 353.81
2020-09-30 $6.2M 20k 311.42
2020-06-30 $5.8M 21k 278.71
2020-03-31 $4.5M 21k 211.89
2019-12-31 $5.4M 22k 244.87
2019-09-30 $3.9M 18k 215.56
2019-06-30 $4.9M 23k 210.88
2019-03-31 $5.1M 25k 200.63
2018-12-31 $4.6M 28k 166.82
2018-09-30 $4.7M 23k 202.54
2018-06-30 $5.1M 28k 181.40
2018-03-31 $6.0M 35k 170.99
2017-12-31 $13M 79k 164.73
2017-09-30 $13M 88k 151.99
2017-06-30 $11M 76k 140.85
2017-03-31 $10M 75k 135.63
2016-12-31 $8.7M 72k 121.51
2016-09-30 $8.5M 70k 120.37
2016-06-30 $7.4M 69k 107.09
2016-03-31 $6.4M 58k 109.52
2015-12-31 $3.1M 29k 108.29
2015-09-30 $2.8M 28k 100.00
2015-06-30 $3.1M 29k 106.23
2015-03-31 $3.2M 30k 106.54
2014-12-31 $3.2M 30k 104.49
2014-09-30 $3.0M 30k 100.08
2014-06-30 $2.9M 30k 96.79
2014-03-31 $2.8M 31k 91.53
2013-12-31 $2.7M 31k 89.54
2013-09-30 $2.6M 33k 80.70

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple Call Option (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Focused Wealth Management

Top funds holding Vanguard Information Technology ETF

Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Susquehanna International
Northwestern Mutual Wealth Management Company
Green Harvest Asset Management
Envestnet Asset Management
Raymond James Financial Services Advisors
Raymond James & Associates
Stifel Financial
Citadel Advisors
Equitable Holdings

View all funds holding Vanguard Information Technology ETF