Vanguard Information Technology ETF shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Vanguard Information Technology ETF (VGT) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Vanguard Information Technology ETF
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Quarterly reported holdings in Vanguard Information Technology ETF by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $526k | 705 | 746.63 |
| 2025-06-30 | $507k | 765 | 663.28 |
| 2025-03-31 | $549k | 1.0k | 542.38 |
| 2024-12-31 | $460k | 739 | 621.80 |
| 2024-09-30 | $323k | 551 | 586.52 |
| 2024-06-30 | $328k | 568 | 576.59 |
| 2024-03-31 | $289k | 551 | 524.34 |
| 2023-12-31 | $267k | 551 | 484.00 |
| 2023-09-30 | $229k | 551 | 414.90 |
| 2022-06-30 | $118k | 364 | 324.18 |
| 2022-03-31 | $262k | 631 | 415.21 |
| 2021-12-31 | $289k | 631 | 458.00 |
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