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Vanguard Information Technology ETF shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Vanguard Information Technology ETF

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All positions including Vanguard Information Technology ETF held by Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 1.5k 746.39
2025-06-30 $1.0M 1.5k 663.32
2025-03-31 $823k 1.5k 542.30
2024-12-31 $945k 1.5k 621.88
2024-09-30 $899k 1.5k 586.44
2024-06-30 $889k 1.5k 576.66
2024-03-31 $809k 1.5k 524.40
2023-09-30 $631k 1.5k 414.83
2023-06-30 $673k 1.5k 442.12
2023-03-31 $966k 2.5k 385.45
2022-12-31 $797k 2.5k 319.45
2022-09-30 $769k 2.5k 307.23
2022-06-30 $819k 2.5k 326.69
2022-03-31 $1.1M 2.6k 416.41
2021-12-31 $1.2M 2.5k 458.09
2021-09-30 $947k 2.4k 401.44
2021-06-30 $941k 2.4k 398.90
2021-03-31 $375k 1.8k 212.10
2020-12-31 $832k 2.4k 353.74
2020-09-30 $735k 2.4k 311.57
2020-06-30 $656k 2.4k 278.67
2020-03-31 $375k 1.8k 212.10

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Technology Select Sector Spdr Technology (XLK)
Apple (AAPL)

View all positions for Wellspring 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