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Vanguard Information Technology ETF shares owned by Optimist Retirement Group

Quarter-by-quarter ownership of Vanguard Information Technology ETF (VGT) shares owned by Optimist Retirement Group from 13F filings

Historical chart of Optimist Retirement Group investment in Vanguard Information Technology ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Information Technology ETF held by Optimist Retirement Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Information Technology ETF by Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 307 747.19
2025-06-30 $204k 307 663.35
2025-03-31 $200k 369 542.17
2024-12-31 $229k 369 621.19
2024-09-30 $216k 368 586.78
2024-06-30 $212k 368 576.62

More positions owned by Optimist Retirement Group

Paccar (PCAR)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Kla Corp Com New (KLAC)
International Business Machines (IBM)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)

View all positions for Optimist Retirement Group

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