HWP
VGT icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return