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Vanguard Information Technology ETF shares owned by Monterey Private Wealth

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

Historical chart of Monterey Private Wealth investment in Vanguard Information Technology ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Information Technology ETF by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $244k 393 621.82
2024-09-30 $245k 418 586.69
2021-12-31 $261k 569 458.70
2021-09-30 $229k 569 402.46

More positions owned by Monterey Private Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Small Cp Etf (VB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Monterey Private Wealth

Top funds holding Vanguard Information Technology ETF

Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
LPL Financial
Ameriprise Financial
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Susquehanna International
Northwestern Mutual Wealth Management Company
Green Harvest Asset Management
Envestnet Asset Management
Raymond James Financial Services Advisors
Raymond James & Associates
Stifel Financial

View all funds holding Vanguard Information Technology ETF