FPI
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Financial Plan Inc’s Vanguard Information Technology ETF VGT Stock Holding History

Financial Plan Inc’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
Q1 		$368K Sell
4,224
-1,304
-24% -$120K 0.04% 69
2025
Q4 		$521K Buy
+5,528
New +$525K 0.06% 58

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 $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Plan Inc's VGT Position: Q1 2026 in Review

Financial Plan Inc reduced its Vanguard Information Technology ETF (VGT) stake by 24% in Q1 2026, selling an estimated $120K and leaving 4,224 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #69.

Financial Plan Inc first reported a position in VGT in Q4 2025 and has held it in 2 quarters since. The position peaked at $521K in Q4 2025. 1,981 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Financial Plan Inc held 4,224 shares of Vanguard Information Technology ETF worth $368K as of Q1 2026.
  • Financial Plan Inc sold 1,304 Vanguard Information Technology ETF shares in Q1 2026, an estimated $120K.
  • Vanguard Information Technology ETF made up 0.04% of Financial Plan Inc's portfolio in Q1 2026, its #69 holding.
  • Financial Plan Inc first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Vanguard Information Technology ETF position peaked at $521K in Q4 2025.
  • 1,981 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.