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Vanguard Information Technology ETF shares owned by Heritage Wealth Partners

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

Historical chart of Heritage Wealth Partners 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 Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $278k 474 586.78
2024-06-30 $268k 465 576.30
2024-03-31 $216k 446 484.52
2023-12-31 $216k 446 484.52

More positions owned by Heritage Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Small Cp Etf (VB)
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Heritage Wealth Partners

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