Phillip James Consulting
VGT icon

Phillip James Consulting’s Vanguard Information Technology ETF VGT Stock Holding History

Phillip James Consulting’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
Q3 		$3.28M Hold
26,080
– – 2.21% 14
2026
Q2 		$3.12M Buy
+26,080
New +$2.86M 2.08% 14

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LPL Financial
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Raymond James Financial
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Focus Partners Wealth
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Phillip James Consulting's VGT Position: Q3 2026 in Review

Phillip James Consulting held its Vanguard Information Technology ETF (VGT) position steady in Q3 2026 at 26,080 shares worth $3.28M. The position accounts for 2.21% of the portfolio, ranked #14.

Phillip James Consulting first reported a position in VGT in Q2 2026 and has held it in 2 quarters since. 2,009 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Phillip James Consulting held 26,080 shares of Vanguard Information Technology ETF worth $3.28M as of Q3 2026.
  • Phillip James Consulting left its Vanguard Information Technology ETF share count unchanged in Q3 2026.
  • Vanguard Information Technology ETF made up 2.21% of Phillip James Consulting's portfolio in Q3 2026, its #14 holding.
  • Phillip James Consulting first reported a position in Vanguard Information Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,009 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.