Peak Retirement Planning’s Vanguard Information Technology ETF VGT Stock Holding History

Peak Retirement 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	$1.15M	Buy	9,616 +272	+3%	+$29.8K	0.18%	85
2026 Q1	$815K	Sell	9,344 -480	-5%	-$44.2K	0.16%	89
2025 Q4	$926K	Sell	9,824 -320	-3%	-$30.4K	0.22%	84
2025 Q3	$947K	Buy	10,144 +1,816	+22%	+$159K	0.27%	80
2025 Q2	$691K	Buy	8,328 +1,624	+24%	+$118K	0.28%	78
2025 Q1	$455K	Buy	6,704 +472	+8%	+$35.6K	0.25%	84
2024 Q4	$485K	Buy	+6,232	New	+$479K	0.33%	81

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Peak Retirement Planning's VGT Position: Q2 2026 in Review

Peak Retirement Planning increased its Vanguard Information Technology ETF (VGT) stake by 2.9% in Q2 2026, buying an estimated $29.8K and bringing the position to 9,616 shares worth $1.15M. The position accounts for 0.18% of the portfolio, ranked #85.

Peak Retirement Planning first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,181 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Peak Retirement Planning held 9,616 shares of Vanguard Information Technology ETF worth $1.15M as of Q2 2026.
Peak Retirement Planning bought 272 Vanguard Information Technology ETF shares in Q2 2026, an estimated $29.8K.
Vanguard Information Technology ETF made up 0.18% of Peak Retirement Planning's portfolio in Q2 2026, its #85 holding.
Peak Retirement Planning first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,181 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.