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 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Meredith Wealth Planning's VGT Position: Q2 2026 in Review

Meredith Wealth Planning increased its Vanguard Information Technology ETF (VGT) stake by 0.05% in Q2 2026, buying an estimated $219 and bringing the position to 4,170 shares worth $498K. The position accounts for 0.12% of the portfolio, ranked #49.

Meredith Wealth Planning first reported a position in VGT in Q3 2024 and has held it in 8 quarters since. 1,129 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Meredith Wealth Planning held 4,170 shares of Vanguard Information Technology ETF worth $498K as of Q2 2026.
Meredith Wealth Planning bought 2 Vanguard Information Technology ETF shares in Q2 2026, an estimated $219.
Vanguard Information Technology ETF made up 0.12% of Meredith Wealth Planning's portfolio in Q2 2026, its #49 holding.
Meredith Wealth Planning first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 8 quarters since.
1,129 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.