HWA
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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Heartwood Wealth Advisors's VGT Position: Q2 2026 in Review

Heartwood Wealth Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 10,008 shares worth $1.2M. The stake represents 0.09% of the portfolio and ranks #97 among its holdings. This is a return to the name: Heartwood Wealth Advisors previously reported a position in VGT as recently as Q4 2025.

Heartwood Wealth Advisors first reported a position in VGT in Q4 2025 and has held it in 2 quarters since. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Heartwood Wealth Advisors held 10,008 shares of Vanguard Information Technology ETF worth $1.2M as of Q2 2026.
  • Vanguard Information Technology ETF was a new Heartwood Wealth Advisors position in Q2 2026.
  • Vanguard Information Technology ETF made up 0.09% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.