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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PDS Planning's VGT Position: Q1 2026 in Review

PDS Planning increased its Vanguard Information Technology ETF (VGT) stake by 0.53% in Q1 2026, buying an estimated $7.37K and bringing the position to 15,056 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #111.

PDS Planning first reported a position in VGT in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.41M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • PDS Planning held 15,056 shares of Vanguard Information Technology ETF worth $1.31M as of Q1 2026.
  • PDS Planning bought 80 Vanguard Information Technology ETF shares in Q1 2026, an estimated $7.37K.
  • Vanguard Information Technology ETF made up 0.09% of PDS Planning's portfolio in Q1 2026, its #111 holding.
  • PDS Planning first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 25 quarters since.
  • PDS Planning's Vanguard Information Technology ETF position peaked at $1.41M in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.