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Vanguard Information Technology ETF shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management investment in Vanguard Information Technology ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Information Technology ETF held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Information Technology ETF by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $458k 613 746.63
2025-06-30 $346k 522 663.28

More positions owned by Whalen Wealth Management

Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Amazon (AMZN)
Apple (AAPL)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Whalen Wealth Management

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