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

Comprehensive 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	$1.33M	Sell	11,101 -219	-2%	-$24K	0.71%	42
2026 Q1	$988K	Buy	11,320 +8	+0.1%	+$737	0.68%	44
2025 Q4	$1.07M	Buy	11,312 +8	+0.1%	+$760	0.71%	39
2025 Q3	$1.06M	Buy	11,304 +8	+0.1%	+$699	0.72%	38
2025 Q2	$937K	Buy	11,296 +16	+0.1%	+$1.16K	0.74%	35
2025 Q1	$765K	Sell	11,280 -3,056	-21%	-$230K	0.74%	34
2024 Q4	$1.11M	Buy	+14,336	New	+$1.1M	0.94%	27

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Comprehensive Financial Planning's VGT Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Vanguard Information Technology ETF (VGT) stake by 1.9% in Q2 2026, selling an estimated $24K and leaving 11,101 shares worth $1.33M. The position accounts for 0.71% of the portfolio, ranked #42.

Comprehensive Financial Planning first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Comprehensive Financial Planning held 11,101 shares of Vanguard Information Technology ETF worth $1.33M as of Q2 2026.
Comprehensive Financial Planning sold 219 Vanguard Information Technology ETF shares in Q2 2026, an estimated $24K.
Vanguard Information Technology ETF made up 0.71% of Comprehensive Financial Planning's portfolio in Q2 2026, its #42 holding.
Comprehensive Financial Planning first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.