Financial Life Planners’s Vanguard Information Technology ETF VGT Stock Holding History

Financial Life Planners’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	$6.79K	Buy	57 +1	+2%	+$109	﹤0.01%	250
2026 Q1	$4.95K	Buy	+56	New	+$5.16K	﹤0.01%	266
2025 Q4	–	Sell	-56	Closed	-$5.29K	–	318
2025 Q3	$5.29K	Buy	+56	New	+$4.89K	﹤0.01%	278
2025 Q1	–	Sell	-56	Closed	-$4.39K	–	370
2024 Q4	$4.39K	Buy	+56	New	+$4.3K	﹤0.01%	297

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

Financial Life Planners's VGT Position: Q2 2026 in Review

Financial Life Planners increased its Vanguard Information Technology ETF (VGT) stake by 1.8% in Q2 2026, buying an estimated $109 and bringing the position to 57 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Financial Life Planners first reported a position in VGT in Q4 2024 and has held it in 4 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Financial Life Planners held 57 shares of Vanguard Information Technology ETF worth $6.79K as of Q2 2026.
Financial Life Planners bought 1 Vanguard Information Technology ETF share in Q2 2026, an estimated $109.
Vanguard Information Technology ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #250 holding.
Financial Life Planners first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 4 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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