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Vanguard Information Technology ETF shares owned by Heritage Wealth Management

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

Historical chart of Heritage 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 Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 317 746.63
2025-06-30 $215k 324 663.28
2024-12-31 $224k 360 621.80
2024-09-30 $229k 390 586.52
2024-06-30 $240k 416 576.59
2024-03-31 $257k 490 524.34
2023-12-31 $248k 513 484.00

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Broadcom (AVGO)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Heritage Wealth Management

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