OPPS
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Obsidian Personal Planning Solutions’s Vanguard Information Technology ETF VGT Stock Holding History

Obsidian Personal Planning Solutions’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
2025
Q3 		$255K Hold
2,568
– – 0.09% 94
2025
Q2 		$213K Buy
+2,568
New +$187K 0.09% 106

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Obsidian Personal Planning Solutions's VGT Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its Vanguard Information Technology ETF (VGT) position steady in Q3 2025 at 2,568 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #94.

Obsidian Personal Planning Solutions first reported a position in VGT in Q2 2025 and has held it in 2 quarters since. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

  • Obsidian Personal Planning Solutions held 2,568 shares of Vanguard Information Technology ETF worth $255K as of Q3 2025.
  • Obsidian Personal Planning Solutions left its Vanguard Information Technology ETF share count unchanged in Q3 2025.
  • Vanguard Information Technology ETF made up 0.09% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #94 holding.
  • Obsidian Personal Planning Solutions first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.