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Vanguard Information Technology ETF shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Vanguard Information Technology ETF (VGT) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Vanguard Information Technology ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Information Technology ETF held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Information Technology ETF by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $337k 452 746.56
2025-06-30 $293k 442 662.76
2025-03-31 $230k 424 542.87
2024-12-31 $276k 444 621.95
2024-09-30 $254k 433 587.10
2024-06-30 $243k 421 576.87

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

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