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Vanguard Information Technology ETF shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Planning 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 Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $460k 610 753.84
2025-09-30 $387k 518 746.67
2025-06-30 $335k 505 663.28

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

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