Consolidated Planning Corp’s Vanguard Information Technology ETF VGT Stock Holding History

Consolidated Planning Corp’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	$266K	Buy	+2,224	New	+$244K	0.04%	133
2026 Q1	–	Sell	-2,224	Closed	-$210K	–	214
2025 Q4	$210K	Sell	2,224 -32	-1%	-$3.04K	0.02%	199
2025 Q3	$211K	Buy	+2,256	New	+$197K	0.02%	186
2024 Q2	–	Sell	-3,272	Closed	-$214K	–	205
2024 Q1	$214K	Buy	+3,272	New	+$207K	0.04%	178
2023 Q3	–	Sell	-7,128	Closed	-$394K	–	171
2023 Q2	$394K	Buy	+7,128	New	+$358K	0.08%	120
2021 Q4	–	Sell	-256	Closed	-$13K	–	430
2021 Q3	$13K	Buy	+256	New	+$13.3K	0.01%	294

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

Consolidated Planning Corp's VGT Position: Q2 2026 in Review

Consolidated Planning Corp opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,224 shares worth $266K. The stake represents 0.04% of the portfolio and ranks #133 among its holdings. This is a return to the name: Consolidated Planning Corp previously reported a position in VGT as recently as Q4 2025.

Consolidated Planning Corp first reported a position in VGT in Q3 2021 and has held it in 6 quarters since. The position peaked at $394K in Q2 2023. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Consolidated Planning Corp held 2,224 shares of Vanguard Information Technology ETF worth $266K as of Q2 2026.
Vanguard Information Technology ETF was a new Consolidated Planning Corp position in Q2 2026.
Vanguard Information Technology ETF made up 0.04% of Consolidated Planning Corp's portfolio in Q2 2026, its #133 holding.
Consolidated Planning Corp first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 6 quarters since.
Consolidated Planning Corp's Vanguard Information Technology ETF position peaked at $394K in Q2 2023.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.