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

Heritage Wealth Partners’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
2025 Q1	$280K	Buy	4,128 +128	+3%	+$9.64K	0.43%	43
2024 Q4	$311K	Buy	4,000 +208	+5%	+$16K	0.39%	47
2024 Q3	$278K	Buy	3,792 +72	+2%	+$5.12K	0.33%	52
2024 Q2	$268K	Buy	3,720 +152	+4%	+$10.1K	0.39%	46
2024 Q1	$216K	Hold	3,568	–	–	0.44%	39
2023 Q4	$216K	Buy	+3,568	New	+$199K	0.44%	39

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Heritage Wealth Partners's VGT Position: Q1 2025 in Review

Heritage Wealth Partners increased its Vanguard Information Technology ETF (VGT) stake by 3.2% in Q1 2025, buying an estimated $9.64K and bringing the position to 4,128 shares worth $280K. The position accounts for 0.43% of the portfolio, ranked #43.

Heritage Wealth Partners first reported a position in VGT in Q4 2023 and has held it in 6 quarters since. The position peaked at $311K in Q4 2024. 1,672 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

Heritage Wealth Partners held 4,128 shares of Vanguard Information Technology ETF worth $280K as of Q1 2025.
Heritage Wealth Partners bought 128 Vanguard Information Technology ETF shares in Q1 2025, an estimated $9.64K.
Vanguard Information Technology ETF made up 0.43% of Heritage Wealth Partners's portfolio in Q1 2025, its #43 holding.
Heritage Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 6 quarters since.
Heritage Wealth Partners's Vanguard Information Technology ETF position peaked at $311K in Q4 2024.
1,672 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.