HFA
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HC Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

HC Financial Advisors’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$77K Hold
1,880
– – 0.05% 111
2022
Q1 		$98K Sell
1,880
-13,792
-88% -$708K 0.06% 103
2021
Q4 		$898K Buy
+15,672
New +$860K 0.5% 58

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HC Financial Advisors's VGT Position: Q2 2022 in Review

HC Financial Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q2 2022 at 1,880 shares worth $77K. The position accounts for 0.05% of the portfolio, ranked #111.

HC Financial Advisors first reported a position in VGT in Q4 2021 and has held it in 3 quarters since. The position peaked at $898K in Q4 2021. 1,094 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

  • HC Financial Advisors held 1,880 shares of Vanguard Information Technology ETF worth $77K as of Q2 2022.
  • HC Financial Advisors left its Vanguard Information Technology ETF share count unchanged in Q2 2022.
  • Vanguard Information Technology ETF made up 0.05% of HC Financial Advisors's portfolio in Q2 2022, its #111 holding.
  • HC Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 3 quarters since.
  • HC Financial Advisors's Vanguard Information Technology ETF position peaked at $898K in Q4 2021.
  • 1,094 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.