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Vanguard Information Technology ETF shares owned by Holistic Financial Partners

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

Historical chart of Holistic Financial 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 Holistic Financial 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 Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $671k 890 753.78
2025-09-30 $674k 903 746.63
2025-06-30 $599k 903 663.28
2025-03-31 $439k 810 542.38

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded A Com Shs (FTA)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)
First Tr Exchange-traded Dj Internt Idx (FDN)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
First Tr Exchange-traded SHS (QTEC)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Holistic Financial Partners

Top funds holding Vanguard Information Technology ETF

Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
LPL Financial
Colony
Green Harvest Asset Management
Raymond James Financial
Royal Bank of Canada
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Susquehanna International
Vantagepoint Investment Advisers
HighTower Advisors
Stifel Financial
Envestnet Asset Management

View all funds holding Vanguard Information Technology ETF