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

PDS 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 		$1.87M Buy
15,606
+550
+4% +$60.2K 0.11% 96
2026
Q1 		$1.31M Buy
15,056
+80
+0.5% +$7.37K 0.09% 111
2025
Q4 		$1.41M Buy
14,976
+216
+1% +$20.5K 0.09% 99
2025
Q3 		$1.38M Buy
14,760
+2,176
+17% +$190K 0.1% 97
2025
Q2 		$1.04M Buy
12,584
+120
+1% +$8.72K 0.08% 121
2025
Q1 		$845K Sell
12,464
-5,592
-31% -$421K 0.07% 126
2024
Q4 		$1.4M Buy
18,056
+816
+5% +$62.7K 0.12% 77
2024
Q3 		$1.26M Sell
17,240
-288
-2% -$20.5K 0.11% 81
2024
Q2 		$1.26M Buy
17,528
+5,504
+46% +$366K 0.13% 75
2024
Q1 		$788K Buy
12,024
+2,352
+24% +$149K 0.08% 104
2023
Q4 		$585K Buy
9,672
+720
+8% +$40.1K 0.07% 125
2023
Q3 		$464K Buy
8,952
+80
+0.9% +$4.35K 0.06% 144
2023
Q2 		$490K Hold
8,872
– – 0.06% 136
2023
Q1 		$427K Buy
8,872
+8
+0.1% +$354 0.06% 138
2022
Q4 		$354K Hold
8,864
– – 0.06% 133
2022
Q3 		$341K Buy
8,864
+48
+0.5% +$2.11K 0.06% 118
2022
Q2 		$360K Buy
8,816
+160
+2% +$7.21K 0.07% 120
2022
Q1 		$451K Buy
8,656
+376
+5% +$19.3K 0.08% 102
2021
Q4 		$474K Hold
8,280
– – 0.09% 97
2021
Q3 		$415K Hold
8,280
– – 0.1% 102
2021
Q2 		$413K Buy
8,280
+8
+0.1% +$377 0.1% 99
2021
Q1 		$371K Hold
8,272
– – 0.11% 101
2020
Q4 		$366K Buy
8,272
+40
+0.5% +$1.65K 0.13% 91
2020
Q3 		$321K Buy
8,232
+784
+11% +$29.5K 0.13% 90
2020
Q2 		$259K Sell
7,448
-312
-4% -$9.73K 0.12% 99
2020
Q1 		$206K Buy
+7,760
New +$235K 0.13% 90

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

PDS Planning's VGT Position: Q2 2026 in Review

PDS Planning increased its Vanguard Information Technology ETF (VGT) stake by 3.7% in Q2 2026, buying an estimated $60.2K and bringing the position to 15,606 shares worth $1.87M. The position accounts for 0.11% of the portfolio, ranked #96.

PDS Planning first reported a position in VGT in Q1 2020 and has held it in 26 quarters since. 2,191 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • PDS Planning held 15,606 shares of Vanguard Information Technology ETF worth $1.87M as of Q2 2026.
  • PDS Planning bought 550 Vanguard Information Technology ETF shares in Q2 2026, an estimated $60.2K.
  • Vanguard Information Technology ETF made up 0.11% of PDS Planning's portfolio in Q2 2026, its #96 holding.
  • PDS Planning first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,191 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.