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Vanguard Information Technology ETF shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted 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 Rooted 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 Rooted Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$212k	1.8k	119.52

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)

Invesco Exch Traded Fd Tr Ii Sp Intl Momnt (IDMO)

Spdr Series Trust ST STR P500GRW (SPYG)

Ishares Tr Core Div Grwth (DGRO)

Invesco Actively Managed Exc Total Return (GTO)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Fidelity Covington Trust High Divid Etf (FDVV)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

J P Morgan Exchange Traded F Equity Premium (JEPI)

Vanguard Wellington Us Multifactor (VFMF)

Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)

Vanguard Index Fds Mid Cap Etf (VO)

Vanguard Whitehall Fds High Div Yld (VYM)

First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)

Ishares Tr Core Sp Us Gwt (IUSG)

View all positions for Rooted Wealth Advisors

Top funds holding Vanguard Information Technology ETF

Bank of America Corporation

HighTower Advisors

Vantagepoint Investment Advisers

Harel Insurance Investments & Financial Services

Janney Montgomery Scott

Commonwealth Equity Services

Wells Fargo & Company

Compass Financial Group

Cambridge Investment Research Advisors

Folger Nolan Fleming Douglas

Branch Banking & Trust Company

Taiyo Life Insurance

View all funds holding Vanguard Information Technology ETF

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