CFFP
VGT icon

Center for Financial Planning’s Vanguard Information Technology ETF VGT Stock Holding History

Center for Financial 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 		$3.92M Buy
32,791
+311
+1% +$34.1K 0.37% 22
2026
Q1 		$2.83M Sell
32,480
-72
-0.2% -$6.63K 0.3% 28
2025
Q4 		$3.07M Buy
32,552
+1,280
+4% +$122K 0.32% 26
2025
Q3 		$2.92M Hold
31,272
– – 0.31% 27
2025
Q2 		$2.59M Hold
31,272
– – 0.3% 27
2025
Q1 		$2.12M Sell
31,272
-448
-1% -$33.8K 0.27% 34
2024
Q4 		$2.47M Sell
31,720
-96
-0.3% -$7.37K 0.33% 25
2024
Q3 		$2.33M Buy
31,816
+448
+1% +$31.8K 0.32% 26
2024
Q2 		$2.26M Buy
31,368
+648
+2% +$43.1K 0.33% 25
2024
Q1 		$2.01M Sell
30,720
-600
-2% -$38K 0.3% 29
2023
Q4 		$1.89M Sell
31,320
-136
-0.4% -$7.58K 0.35% 28
2023
Q3 		$1.63M Sell
31,456
-1,712
-5% -$93.1K 0.35% 29
2023
Q2 		$1.83M Buy
33,168
+2,296
+7% +$115K 0.38% 27
2023
Q1 		$1.49M Hold
30,872
– – 0.34% 33
2022
Q4 		$1.23M Sell
30,872
-1,592
-5% -$65K 0.3% 39
2022
Q3 		$1.25M Sell
32,464
-4,048
-11% -$178K 0.33% 34
2022
Q2 		$1.49M Buy
36,512
+4,048
+12% +$182K 0.38% 29
2022
Q1 		$1.69M Hold
32,464
– – 0.35% 28
2021
Q4 		$1.86M Sell
32,464
-480
-1% -$26.4K 0.38% 24
2021
Q3 		$1.65M Hold
32,944
– – 0.4% 25
2021
Q2 		$1.64M Hold
32,944
– – 0.4% 27
2021
Q1 		$1.48M Sell
32,944
-16
-0% -$720 0.39% 28
2020
Q4 		$1.46M Hold
32,960
– – 0.41% 26
2020
Q3 		$1.28M Sell
32,960
-3,360
-9% -$126K 0.41% 26
2020
Q2 		$1.26M Hold
36,320
– – 0.44% 28
2020
Q1 		$962K Buy
36,320
+784
+2% +$23.8K 0.33% 35
2019
Q4 		$1.09M Buy
+35,536
New +$1.02M 0.27% 33

Other funds holding VGT

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Center for Financial Planning's VGT Position: Q2 2026 in Review

Center for Financial Planning increased its Vanguard Information Technology ETF (VGT) stake by 0.96% in Q2 2026, buying an estimated $34.1K and bringing the position to 32,791 shares worth $3.92M. The position accounts for 0.37% of the portfolio, ranked #22.

Center for Financial Planning first reported a position in VGT in Q4 2019 and has held it in 27 quarters since. 1,465 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Center for Financial Planning held 32,791 shares of Vanguard Information Technology ETF worth $3.92M as of Q2 2026.
  • Center for Financial Planning bought 311 Vanguard Information Technology ETF shares in Q2 2026, an estimated $34.1K.
  • Vanguard Information Technology ETF made up 0.37% of Center for Financial Planning's portfolio in Q2 2026, its #22 holding.
  • Center for Financial Planning first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,465 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.