New England Professional Planning Group’s Vanguard Information Technology ETF VGT Stock Holding History

New England Professional Planning Group’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	$207K	Buy	+1,736	New	+$190K	0.08%	47
2024 Q3	–	Sell	-6,128	Closed	-$442K	–	56
2024 Q2	$442K	Hold	6,128	–	–	0.23%	20
2024 Q1	$402K	Hold	6,128	–	–	0.21%	22
2023 Q4	$371K	Buy	+6,128	New	+$341K	0.21%	23
2022 Q3	–	Sell	-5,208	Closed	-$212K	–	40
2022 Q2	$212K	Hold	5,208	–	–	0.15%	35
2022 Q1	$269K	Sell	5,208 -456	-8%	-$23.4K	0.16%	29
2021 Q4	$306K	Buy	5,664 +1,208	+27%	+$66.3K	0.19%	26
2021 Q3	$243K	Buy	4,456 +320	+8%	+$16.6K	0.14%	37
2021 Q2	$213K	Buy	+4,136	New	+$195K	0.13%	46

Other funds holding VGT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

HIIFS

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 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

New England Professional Planning Group's VGT Position: Q2 2026 in Review

New England Professional Planning Group opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 1,736 shares worth $207K. The stake represents 0.08% of the portfolio and ranks #47 among its holdings. This is a return to the name: New England Professional Planning Group previously reported a position in VGT as recently as Q2 2024.

New England Professional Planning Group first reported a position in VGT in Q2 2021 and has held it in 9 quarters since. The position peaked at $442K in Q2 2024. 1,305 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

New England Professional Planning Group held 1,736 shares of Vanguard Information Technology ETF worth $207K as of Q2 2026.
Vanguard Information Technology ETF was a new New England Professional Planning Group position in Q2 2026.
Vanguard Information Technology ETF made up 0.08% of New England Professional Planning Group's portfolio in Q2 2026, its #47 holding.
New England Professional Planning Group first reported a position in Vanguard Information Technology ETF in Q2 2021 and has held it in 9 quarters since.
New England Professional Planning Group's Vanguard Information Technology ETF position peaked at $442K in Q2 2024.
1,305 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.