Harbor Asset Planning
VGT icon

Harbor Asset Planning’s Vanguard Information Technology ETF VGT Stock Holding History

Harbor Asset 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
2026
Q3 		$3.58M Sell
28,482
-107
-0.4% -$12.7K 2.68% 7
2026
Q2 		$3.42M Sell
28,589
-547
-2% -$59.9K 2.57% 8
2026
Q1 		$2.54M Buy
29,136
+320
+1% +$29.5K 2.14% 10
2025
Q4 		$2.72M Buy
28,816
+56
+0.2% +$5.32K 2.32% 8
2025
Q3 		$2.69M Buy
28,760
+8
+0% +$699 2.41% 8
2025
Q2 		$2.38M Buy
+28,752
New +$2.09M 2.28% 9

Other funds holding VGT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harbor Asset Planning's VGT Position: Q3 2026 in Review

Harbor Asset Planning reduced its Vanguard Information Technology ETF (VGT) stake by 0.37% in Q3 2026, selling an estimated $12.7K and leaving 28,482 shares worth $3.58M. The position accounts for 2.68% of the portfolio, ranked #7.

Harbor Asset Planning first reported a position in VGT in Q2 2025 and has held it in 6 quarters since. 1,440 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Harbor Asset Planning held 28,482 shares of Vanguard Information Technology ETF worth $3.58M as of Q3 2026.
  • Harbor Asset Planning sold 107 Vanguard Information Technology ETF shares in Q3 2026, an estimated $12.7K.
  • Vanguard Information Technology ETF made up 2.68% of Harbor Asset Planning's portfolio in Q3 2026, its #7 holding.
  • Harbor Asset Planning first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.