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

Heritage 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 Q1	$800K	Buy	9,168 +1,456	+19%	+$134K	0.03%	101
2025 Q4	$727K	Buy	7,712 +1,504	+24%	+$143K	0.03%	124
2025 Q3	$579K	Sell	6,208 -1,096	-15%	-$95.8K	0.03%	120
2025 Q2	$606K	Sell	7,304 -200	-3%	-$14.5K	0.03%	114
2025 Q1	$509K	Hold	7,504	–	–	0.03%	128
2024 Q4	$583K	Hold	7,504	–	–	0.03%	125
2024 Q3	$550K	Hold	7,504	–	–	0.03%	136
2024 Q2	$541K	Buy	7,504 +6,640	+769%	+$441K	0.02%	132
2024 Q1	$56.6K	Sell	864 -656	-43%	-$41.6K	﹤0.01%	314
2023 Q4	$92K	Hold	1,520	–	–	﹤0.01%	274
2023 Q3	$78.8K	Hold	1,520	–	–	﹤0.01%	268
2023 Q2	$84K	Hold	1,520	–	–	﹤0.01%	269
2023 Q1	$73.2K	Hold	1,520	–	–	﹤0.01%	283
2022 Q4	$60.7K	Sell	1,520 -208	-12%	-$8.49K	﹤0.01%	302
2022 Q3	$66.4K	Hold	1,728	–	–	﹤0.01%	276
2022 Q2	$71K	Buy	1,728 +800	+86%	+$36K	﹤0.01%	292
2022 Q1	$48K	Buy	928 +720	+346%	+$36.9K	﹤0.01%	319
2021 Q4	$12K	Hold	208	–	–	﹤0.01%	440
2021 Q3	$10.4K	Sell	208 -200	-49%	-$10.4K	﹤0.01%	437
2021 Q2	$20.3K	Hold	408	–	–	﹤0.01%	416
2021 Q1	$18.3K	Hold	408	–	–	﹤0.01%	425
2020 Q4	$18K	Hold	408	–	–	﹤0.01%	418
2020 Q3	$15.9K	Hold	408	–	–	﹤0.01%	372
2020 Q2	$14.2K	Hold	408	–	–	﹤0.01%	360
2020 Q1	$10.8K	Hold	408	–	–	﹤0.01%	369
2019 Q4	$12.5K	Hold	408	–	–	﹤0.01%	409
2019 Q3	$10K	Hold	408	–	–	﹤0.01%	395
2019 Q2	$10.8K	Buy	+408	New	+$10.5K	﹤0.01%	388

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Wealth Advisors's VGT Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 19% in Q1 2026, buying an estimated $134K and bringing the position to 9,168 shares worth $800K. The position accounts for 0.03% of the portfolio, ranked #101.

Heritage Wealth Advisors first reported a position in VGT in Q2 2019 and has held it in 28 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Heritage Wealth Advisors held 9,168 shares of Vanguard Information Technology ETF worth $800K as of Q1 2026.
Heritage Wealth Advisors bought 1,456 Vanguard Information Technology ETF shares in Q1 2026, an estimated $134K.
Vanguard Information Technology ETF made up 0.03% of Heritage Wealth Advisors's portfolio in Q1 2026, its #101 holding.
Heritage Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2019 and has held it in 28 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.