Capital & Planning LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Capital & Planning LLC’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	$6.33K	Buy	+72	New	+$6.63K	﹤0.01%	113
2025 Q1	–	Sell	-104	Closed	-$8.11K	–	173
2024 Q4	$8.11K	Buy	+104	New	+$7.99K	0.01%	105

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

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

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

Capital & Planning LLC's VGT Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Vanguard Information Technology ETF (VGT) in Q1 2026: 72 shares worth $6.33K. The stake represents ﹤0.01% of the portfolio and ranks #113 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in VGT as recently as Q4 2024.

Capital & Planning LLC first reported a position in VGT in Q4 2024 and has held it in 2 quarters since. The position peaked at $8.11K in Q4 2024. 1,983 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Capital & Planning LLC held 72 shares of Vanguard Information Technology ETF worth $6.33K as of Q1 2026.
Vanguard Information Technology ETF was a new Capital & Planning LLC position in Q1 2026.
Vanguard Information Technology ETF made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #113 holding.
Capital & Planning LLC first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 2 quarters since.
Capital & Planning LLC's Vanguard Information Technology ETF position peaked at $8.11K in Q4 2024.
1,983 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.