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

Capital Planning’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 		$13.7M Sell
114,400
-11,592
-9% -$1.27M 3.98% 6
2026
Q1 		$11M Sell
125,992
-6,552
-5% -$603K 3.57% 7
2025
Q4 		$12.5M Sell
132,544
-3,304
-2% -$314K 3.51% 6
2025
Q3 		$12.7M Sell
135,848
-2,592
-2% -$226K 3.69% 6
2025
Q2 		$11.5M Sell
138,440
-16,504
-11% -$1.2M 3.61% 6
2025
Q1 		$10.5M Sell
154,944
-3,328
-2% -$251K 2.94% 10
2024
Q4 		$12.3M Sell
158,272
-1,496
-0.9% -$115K 3.23% 9
2024
Q3 		$11.7M Sell
159,768
-2,088
-1% -$148K 3.29% 8
2024
Q2 		$11.7M Sell
161,856
-6,360
-4% -$423K 3.5% 7
2024
Q1 		$11M Sell
168,216
-2,448
-1% -$155K 3.6% 8
2023
Q4 		$10.3M Sell
170,664
-2,416
-1% -$135K 3.67% 7
2023
Q3 		$9M Sell
173,080
-1,248
-0.7% -$67.9K 3.55% 7
2023
Q2 		$9.65M Sell
174,328
-4,568
-3% -$229K 3.76% 7
2023
Q1 		$8.62M Buy
178,896
+6,640
+4% +$294K 3.56% 7
2022
Q4 		$6.88M Buy
172,256
+832
+0.5% +$33.9K 3.06% 10
2022
Q3 		$6.6M Sell
171,424
-1,144
-0.7% -$50.3K 3.74% 9
2022
Q2 		$7.04M Sell
172,568
-1,352
-0.8% -$60.9K 3.8% 9
2022
Q1 		$9.05M Buy
173,920
+1,920
+1% +$98.5K 3.53% 9
2021
Q4 		$9.85M Buy
172,000
+432
+0.3% +$23.7K 3.65% 7
2021
Q3 		$8.63M Buy
171,568
+1,448
+0.9% +$75.1K 3.52% 8
2021
Q2 		$8.48M Sell
170,120
-21,232
-11% -$1M 3.6% 8
2021
Q1 		$8.57M Buy
191,352
+6,104
+3% +$275K 3.78% 8
2020
Q4 		$8.19M Buy
+185,248
New +$7.62M 3.84% 8

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

Capital Planning's VGT Position: Q2 2026 in Review

Capital Planning reduced its Vanguard Information Technology ETF (VGT) stake by 9.2% in Q2 2026, selling an estimated $1.27M and leaving 114,400 shares worth $13.7M. The position accounts for 3.98% of the portfolio, ranked #6.

Capital Planning first reported a position in VGT in Q4 2020 and has held it in 23 quarters since. 2,191 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Capital Planning held 114,400 shares of Vanguard Information Technology ETF worth $13.7M as of Q2 2026.
  • Capital Planning sold 11,592 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.27M.
  • Vanguard Information Technology ETF made up 3.98% of Capital Planning's portfolio in Q2 2026, its #6 holding.
  • Capital Planning first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,191 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.