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Avantax Planning Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Avantax Planning 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
2026
Q2 		$6.62M Sell
55,364
-1,268
-2% -$139K 0.16% 85
2026
Q1 		$4.94M Buy
56,632
+38,568
+214% +$3.55M 0.14% 94
2025
Q4 		$1.7M Sell
18,064
-10,016
-36% -$952K 0.05% 146
2025
Q3 		$2.62M Buy
28,080
+656
+2% +$57.3K 0.08% 118
2025
Q2 		$2.27M Sell
27,424
-2,680
-9% -$195K 0.07% 124
2025
Q1 		$2.04M Buy
30,104
+4,840
+19% +$365K 0.07% 125
2024
Q4 		$1.96M Sell
25,264
-1,576
-6% -$121K 0.07% 125
2024
Q3 		$1.97M Sell
26,840
-20,616
-43% -$1.47M 0.07% 131
2024
Q2 		$3.42M Sell
47,456
-2,848
-6% -$189K 0.11% 107
2024
Q1 		$3.3M Buy
50,304
+72
+0.1% +$4.56K 0.11% 113
2023
Q4 		$3.04M Sell
50,232
-1,832
-4% -$102K 0.12% 88
2023
Q3 		$2.7M Sell
52,064
-7,856
-13% -$427K 0.11% 90
2023
Q2 		$3.31M Sell
59,920
-2,760
-4% -$139K 0.13% 79
2023
Q1 		$3.02M Sell
62,680
-5,080
-7% -$225K 0.12% 83
2022
Q4 		$2.71M Sell
67,760
-1,056
-2% -$43.1K 0.11% 91
2022
Q3 		$2.64M Sell
68,816
-11,424
-14% -$502K 0.12% 86
2022
Q2 		$3.27M Sell
80,240
-3,008
-4% -$135K 0.14% 78
2022
Q1 		$4.33M Sell
83,248
-760
-0.9% -$39K 0.17% 64
2021
Q4 		$4.81M Sell
84,008
-2,352
-3% -$129K 0.2% 47
2021
Q3 		$4.33M Sell
86,360
-4,160
-5% -$216K 0.2% 42
2021
Q2 		$4.51M Sell
90,520
-12,568
-12% -$593K 0.21% 39
2021
Q1 		$4.62M Sell
103,088
-19,504
-16% -$877K 0.24% 34
2020
Q4 		$5.42M Sell
122,592
-62,408
-34% -$2.57M 0.28% 29
2020
Q3 		$7.2M Sell
185,000
-2,248
-1% -$84.6K 0.38% 22
2020
Q2 		$6.52M Buy
187,248
+3,200
+2% +$99.8K 0.37% 22
2020
Q1 		$4.88M Sell
184,048
-4,224
-2% -$128K 0.34% 19
2019
Q4 		$5.76M Sell
188,272
-7,560
-4% -$216K 0.34% 21
2019
Q3 		$5.28M Buy
195,832
+20,056
+11% +$540K 0.32% 22
2019
Q2 		$4.71M Buy
175,776
+22,464
+15% +$579K 0.3% 26
2019
Q1 		$3.85M Buy
153,312
+4,144
+3% +$96.3K 0.27% 32
2018
Q4 		$3.11M Sell
149,168
-25,392
-15% -$575K 0.23% 41
2018
Q3 		$4.42M Buy
174,560
+7,928
+5% +$193K 0.35% 21
2018
Q2 		$3.78M Sell
166,632
-13,440
-7% -$302K 0.34% 25
2018
Q1 		$3.85M Buy
180,072
+20,216
+13% +$441K 0.33% 24
2017
Q4 		$3.29M Buy
159,856
+408
+0.3% +$8.27K 0.3% 25
2017
Q3 		$3.03M Buy
159,448
+14,920
+10% +$276K 0.24% 37
2017
Q2 		$2.54M Buy
144,528
+80,088
+124% +$1.41M 0.21% 47
2017
Q1 		$1.09M Buy
64,440
+17,208
+36% +$281K 0.1% 92
2016
Q4 		$717K Buy
+47,232
New +$712K 0.08% 130

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Avantax Planning Partners's VGT Position: Q2 2026 in Review

Avantax Planning Partners reduced its Vanguard Information Technology ETF (VGT) stake by 2.2% in Q2 2026, selling an estimated $139K and leaving 55,364 shares worth $6.62M. The position accounts for 0.16% of the portfolio, ranked #85.

Avantax Planning Partners first reported a position in VGT in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.2M in Q3 2020. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Avantax Planning Partners held 55,364 shares of Vanguard Information Technology ETF worth $6.62M as of Q2 2026.
  • Avantax Planning Partners sold 1,268 Vanguard Information Technology ETF shares in Q2 2026, an estimated $139K.
  • Vanguard Information Technology ETF made up 0.16% of Avantax Planning Partners's portfolio in Q2 2026, its #85 holding.
  • Avantax Planning Partners first reported a position in Vanguard Information Technology ETF in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's Vanguard Information Technology ETF position peaked at $7.2M in Q3 2020.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.