BFC Planning, Inc.’s Vanguard Information Technology ETF VGT Stock Holding History

BFC Planning, 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 Q2	$6.34M	Buy	53,087 +1,679	+3%	+$184K	0.26%	81
2026 Q1	$4.48M	Buy	51,408 +7,984	+18%	+$735K	0.2%	95
2025 Q4	$4.09M	Buy	43,424 +6,296	+17%	+$598K	0.18%	113
2025 Q3	$3.47M	Sell	37,128 -1,832	-5%	-$160K	0.25%	76
2025 Q2	$3.23M	Buy	38,960 +8,088	+26%	+$588K	0.25%	78
2025 Q1	$2.09M	Buy	30,872 +4,224	+16%	+$318K	0.18%	104
2024 Q4	$2.07M	Buy	+26,648	New	+$2.05M	0.17%	106

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

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

BFC Planning, Inc.'s VGT Position: Q2 2026 in Review

BFC Planning, Inc. increased its Vanguard Information Technology ETF (VGT) stake by 3.3% in Q2 2026, buying an estimated $184K and bringing the position to 53,087 shares worth $6.34M. The position accounts for 0.26% of the portfolio, ranked #81.

BFC Planning, Inc. first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,205 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

BFC Planning, Inc. held 53,087 shares of Vanguard Information Technology ETF worth $6.34M as of Q2 2026.
BFC Planning, Inc. bought 1,679 Vanguard Information Technology ETF shares in Q2 2026, an estimated $184K.
Vanguard Information Technology ETF made up 0.26% of BFC Planning, Inc.'s portfolio in Q2 2026, its #81 holding.
BFC Planning, Inc. first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,205 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.