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Vanguard Information Technology ETF shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Vanguard Information Technology ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Information Technology ETF held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Information Technology ETF by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $637k 853 746.61
2025-06-30 $566k 853 663.23
2025-03-31 $463k 853 542.31
2024-12-31 $530k 853 621.68
2024-09-30 $488k 832 586.33
2024-06-30 $82k 142 575.30
2024-03-31 $74k 142 523.18
2023-12-31 $69k 142 482.62
2023-09-30 $59k 141 416.23
2023-06-30 $63k 141 443.40
2023-03-31 $61k 157 386.45
2022-12-31 $45k 141 320.13
2022-09-30 $46k 149 308.72
2022-06-30 $46k 141 326.24
2022-03-31 $59k 141 418.44
2021-12-31 $123k 269 457.25
2021-09-30 $108k 269 401.49
2021-06-30 $107k 269 397.77
2021-03-31 $73k 204 357.84
2020-12-31 $37k 104 355.77
2020-09-30 $82k 262 312.98
2020-06-30 $29k 104 278.85
2020-03-31 $22k 104 211.54
2019-12-31 $25k 104 240.38
2019-09-30 $22k 104 211.54
2019-06-30 $22k 104 211.54
2019-03-31 $23k 115 200.00
2018-12-31 $19k 115 165.22
2018-09-30 $52k 256 203.12
2018-06-30 $46k 256 179.69
2018-03-31 $57k 334 170.66
2017-12-31 $54k 326 165.64
2017-09-30 $47k 310 151.61
2017-06-30 $44k 310 141.94
2017-03-31 $38k 310 122.58
2016-12-31 $38k 310 122.58
2016-09-30 $37k 310 119.35
2016-06-30 $33k 310 106.45
2016-03-31 $34k 310 109.68
2015-12-31 $34k 310 109.68

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)

View all positions for JFS Wealth Advisors

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