HFO
VGT icon

Heritage Family Offices’s Vanguard Information Technology ETF VGT Stock Holding History

Heritage Family Offices’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 		$229K Sell
1,912
-536
-22% -$58.7K 0.09% 198
2026
Q1 		$214K Hold
2,448
– – 0.09% 181
2025
Q4 		$231K Sell
2,448
-24
-1% -$2.28K 0.1% 175
2025
Q3 		$231K Buy
+2,472
New +$216K 0.11% 171

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

Heritage Family Offices's VGT Position: Q2 2026 in Review

Heritage Family Offices reduced its Vanguard Information Technology ETF (VGT) stake by 22% in Q2 2026, selling an estimated $58.7K and leaving 1,912 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #198.

Heritage Family Offices first reported a position in VGT in Q3 2025 and has held it in 4 quarters since. The position peaked at $231K in Q3 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Heritage Family Offices held 1,912 shares of Vanguard Information Technology ETF worth $229K as of Q2 2026.
  • Heritage Family Offices sold 536 Vanguard Information Technology ETF shares in Q2 2026, an estimated $58.7K.
  • Vanguard Information Technology ETF made up 0.09% of Heritage Family Offices's portfolio in Q2 2026, its #198 holding.
  • Heritage Family Offices first reported a position in Vanguard Information Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • Heritage Family Offices's Vanguard Information Technology ETF position peaked at $231K in Q3 2025.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.