HWA
VGT icon

Heartwood Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Heartwood Wealth 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
2026
Q3 		$1.26M Hold
10,008
– – 0.1% 94
2026
Q2 		$1.2M Buy
+10,008
New +$1.1M 0.09% 97
2026
Q1 		– Sell
-2,208
Closed -$208K – 230
2025
Q4 		$208K Buy
+2,208
New +$210K 0.02% 202

Other funds holding VGT

AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Heartwood Wealth Advisors's VGT Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q3 2026 at 10,008 shares worth $1.26M. The position accounts for 0.1% of the portfolio, ranked #94.

Heartwood Wealth Advisors first reported a position in VGT in Q4 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Heartwood Wealth Advisors held 10,008 shares of Vanguard Information Technology ETF worth $1.26M as of Q3 2026.
  • Heartwood Wealth Advisors left its Vanguard Information Technology ETF share count unchanged in Q3 2026.
  • Vanguard Information Technology ETF made up 0.1% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #94 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.