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

Essential 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
2025
Q1 		– Sell
-5,720
Closed -$439K – 287
2024
Q4 		$439K Buy
+5,720
New +$439K ﹤0.01% 276

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Essential Planning's VGT Position: Q1 2025 in Review

Essential Planning sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 5,720 shares — an estimated $439K sold.

Essential Planning first reported a position in VGT in Q4 2024 and held it in 1 quarter. The position peaked at $439K in Q4 2024. 1,668 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

  • Essential Planning reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 5,720 Vanguard Information Technology ETF shares in Q1 2025, an estimated $439K.
  • Essential Planning first reported a position in Vanguard Information Technology ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Vanguard Information Technology ETF position peaked at $439K in Q4 2024.
  • 1,668 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.