Meredith Wealth Planning’s Vanguard Information Technology ETF VGT Stock Holding History

Meredith Wealth 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	$525K	Buy	4,175 +5	+0.1%	+$594	0.13%	51
2026 Q2	$498K	Buy	4,170 +2	+0%	+$219	0.12%	49
2026 Q1	$363K	Buy	4,168 +8	+0.2%	+$737	0.1%	54
2025 Q4	$392K	Buy	4,160 +384	+10%	+$36.5K	0.12%	46
2025 Q3	$352K	Buy	3,776 +8	+0.2%	+$699	0.11%	51
2025 Q2	$313K	Hold	3,768	–	–	0.11%	48
2025 Q1	$255K	Buy	3,768 +8	+0.2%	+$603	0.11%	47
2024 Q4	$292K	Buy	3,760 +616	+20%	+$47.3K	0.13%	43
2024 Q3	$231K	Buy	+3,144	New	+$223K	0.11%	44

Other funds holding VGT

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Meredith Wealth Planning's VGT Position: Q3 2026 in Review

Meredith Wealth Planning increased its Vanguard Information Technology ETF (VGT) stake by 0.12% in Q3 2026, buying an estimated $594 and bringing the position to 4,175 shares worth $525K. The position accounts for 0.13% of the portfolio, ranked #51.

Meredith Wealth Planning first reported a position in VGT in Q3 2024 and has held it in 9 quarters since. 2,009 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Meredith Wealth Planning held 4,175 shares of Vanguard Information Technology ETF worth $525K as of Q3 2026.
Meredith Wealth Planning bought 5 Vanguard Information Technology ETF shares in Q3 2026, an estimated $594.
Vanguard Information Technology ETF made up 0.13% of Meredith Wealth Planning's portfolio in Q3 2026, its #51 holding.
Meredith Wealth Planning first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 9 quarters since.
2,009 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.