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

Holistic 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
Q2 		$693K Buy
5,798
+502
+9% +$55K 0.11% 168
2026
Q1 		$462K Buy
5,296
+416
+9% +$38.3K 0.09% 190
2025
Q4 		$460K Buy
4,880
+736
+18% +$69.9K 0.1% 170
2025
Q3 		$387K Buy
4,144
+104
+3% +$9.09K 0.1% 153
2025
Q2 		$335K Buy
+4,040
New +$294K 0.1% 160

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Holistic Planning's VGT Position: Q2 2026 in Review

Holistic Planning increased its Vanguard Information Technology ETF (VGT) stake by 9.5% in Q2 2026, buying an estimated $55K and bringing the position to 5,798 shares worth $693K. The position accounts for 0.11% of the portfolio, ranked #168.

Holistic Planning first reported a position in VGT in Q2 2025 and has held it in 5 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Holistic Planning held 5,798 shares of Vanguard Information Technology ETF worth $693K as of Q2 2026.
  • Holistic Planning bought 502 Vanguard Information Technology ETF shares in Q2 2026, an estimated $55K.
  • Vanguard Information Technology ETF made up 0.11% of Holistic Planning's portfolio in Q2 2026, its #168 holding.
  • Holistic Planning first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.