Trinity Financial Advisors »

Vanguard Information Technology ETF shares owned by Trinity Financial Advisors

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

Historical chart of Trinity Financial 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 Trinity Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Information Technology ETF by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $364k 487 746.94
2024-12-31 $245k 394 621.14
2024-09-30 $247k 448 551.75
2024-06-30 $258k 447 577.69

More positions owned by Trinity Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Us Equity Etf (DFUS)
Owl Rock Capital Corporation (OBDC)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Trinity Financial 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