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Asset Planning Services Inc’s Vanguard Information Technology ETF VGT Stock Holding History

Asset Planning Services Inc’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 		$541K Sell
6,200
-280
-4% -$25.8K 0.24% 29
2025
Q4 		$611K Sell
6,480
-112
-2% -$10.6K 0.27% 28
2025
Q3 		$615K Buy
+6,592
New +$576K 0.26% 29

Other funds holding VGT

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Asset Planning Services Inc's VGT Position: Q1 2026 in Review

Asset Planning Services Inc reduced its Vanguard Information Technology ETF (VGT) stake by 4.3% in Q1 2026, selling an estimated $25.8K and leaving 6,200 shares worth $541K. The position accounts for 0.24% of the portfolio, ranked #29.

Asset Planning Services Inc first reported a position in VGT in Q3 2025 and has held it in 3 quarters since. The position peaked at $615K in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Asset Planning Services Inc held 6,200 shares of Vanguard Information Technology ETF worth $541K as of Q1 2026.
  • Asset Planning Services Inc sold 280 Vanguard Information Technology ETF shares in Q1 2026, an estimated $25.8K.
  • Vanguard Information Technology ETF made up 0.24% of Asset Planning Services Inc's portfolio in Q1 2026, its #29 holding.
  • Asset Planning Services Inc first reported a position in Vanguard Information Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • Asset Planning Services Inc's Vanguard Information Technology ETF position peaked at $615K in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Asset Planning Services Inc's 13F filing for Q1 2026, filed 21 Apr 2026.