Cornerstone Planning Group’s Vanguard Information Technology ETF VGT Stock Holding History

Cornerstone Planning Group’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	$12K	Sell	104 -736	-88%	-$80.6K	﹤0.01%	833
2026 Q1	$11.1K	Buy	840 +568	+209%	+$52.3K	﹤0.01%	859
2025 Q4	$26.4K	Sell	272 -1,512	-85%	-$144K	﹤0.01%	519
2025 Q3	$18.8K	Buy	1,784 +1,760	+7,333%	+$154K	﹤0.01%	604
2025 Q2	$2.07K	Buy	+24	New	+$1.75K	﹤0.01%	938
2024 Q2	–	Sell	-240	Closed	-$15.3K	–	1346
2024 Q1	$15.3K	Hold	240	–	–	﹤0.01%	334
2023 Q4	$14.5K	Hold	240	–	–	﹤0.01%	363
2023 Q3	$12.4K	Hold	240	–	–	﹤0.01%	386
2023 Q2	$13.3K	Buy	+240	New	+$12.1K	0.01%	551
2022 Q4	$9.87K	Buy	+240	New	+$9.79K	﹤0.01%	653

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

Cornerstone Planning Group's VGT Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Vanguard Information Technology ETF (VGT) stake by 88% in Q2 2026, selling an estimated $80.6K and leaving 104 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Cornerstone Planning Group first reported a position in VGT in Q4 2022 and has held it in 10 quarters since. The position peaked at $26.4K in Q4 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Cornerstone Planning Group held 104 shares of Vanguard Information Technology ETF worth $12K as of Q2 2026.
Cornerstone Planning Group sold 736 Vanguard Information Technology ETF shares in Q2 2026, an estimated $80.6K.
Vanguard Information Technology ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #833 holding.
Cornerstone Planning Group first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 10 quarters since.
Cornerstone Planning Group's Vanguard Information Technology ETF position peaked at $26.4K in Q4 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.