Heritage Wealth Management (California)’s Vanguard Information Technology ETF VGT Stock Holding History

Heritage Wealth Management (California)’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	$292K	Buy	2,446 +22	+0.9%	+$2.41K	0.11%	84
2026 Q1	$211K	Sell	2,424 -48	-2%	-$4.42K	0.12%	89
2025 Q4	$233K	Sell	2,472 -64	-3%	-$6.08K	0.15%	82
2025 Q3	$237K	Sell	2,536 -56	-2%	-$4.89K	0.16%	84
2025 Q2	$215K	Buy	+2,592	New	+$188K	0.14%	83
2025 Q1	–	Sell	-2,880	Closed	-$224K	–	92
2024 Q4	$224K	Sell	2,880 -240	-8%	-$18.4K	0.16%	78
2024 Q3	$229K	Sell	3,120 -208	-6%	-$14.8K	0.16%	85
2024 Q2	$240K	Sell	3,328 -592	-15%	-$39.4K	0.18%	76
2024 Q1	$257K	Sell	3,920 -184	-4%	-$11.7K	0.19%	72
2023 Q4	$248K	Buy	+4,104	New	+$229K	0.2%	69

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Heritage Wealth Management (California)'s VGT Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Vanguard Information Technology ETF (VGT) stake by 0.91% in Q2 2026, buying an estimated $2.41K and bringing the position to 2,446 shares worth $292K. The position accounts for 0.11% of the portfolio, ranked #84.

Heritage Wealth Management (California) first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Heritage Wealth Management (California) held 2,446 shares of Vanguard Information Technology ETF worth $292K as of Q2 2026.
Heritage Wealth Management (California) bought 22 Vanguard Information Technology ETF shares in Q2 2026, an estimated $2.41K.
Vanguard Information Technology ETF made up 0.11% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #84 holding.
Heritage Wealth Management (California) first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.