Phillips Financial Management’s Vanguard Information Technology ETF VGT Stock Holding History

Phillips Financial Management’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	$34.4K	Hold	288	–	–	﹤0.01%	254
2026 Q1	$25.1K	Sell	288 -240	-45%	-$22.1K	﹤0.01%	256
2025 Q4	$50K	Buy	528 +240	+83%	+$22.8K	﹤0.01%	248
2025 Q3	$26.9K	Hold	288	–	–	﹤0.01%	272
2025 Q2	$23.9K	Hold	288	–	–	﹤0.01%	244
2025 Q1	$19.5K	Hold	288	–	–	﹤0.01%	238
2024 Q4	$22.4K	Hold	288	–	–	﹤0.01%	227
2024 Q3	$21.1K	Hold	288	–	–	﹤0.01%	242
2024 Q2	$20.8K	Hold	288	–	–	﹤0.01%	237
2024 Q1	$18.9K	Hold	288	–	–	﹤0.01%	231
2023 Q4	$17.4K	Hold	288	–	–	﹤0.01%	216
2023 Q3	$14.9K	Hold	288	–	–	﹤0.01%	216
2023 Q2	$15.9K	Hold	288	–	–	﹤0.01%	211
2023 Q1	$13.9K	Hold	288	–	–	﹤0.01%	218
2022 Q4	$11.5K	Hold	288	–	–	﹤0.01%	207
2022 Q3	$11K	Buy	+288	New	+$12.7K	﹤0.01%	205

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

Phillips Financial Management's VGT Position: Q2 2026 in Review

Phillips Financial Management held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 288 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Phillips Financial Management first reported a position in VGT in Q3 2022 and has held it in 16 quarters since. The position peaked at $50K in Q4 2025. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Phillips Financial Management held 288 shares of Vanguard Information Technology ETF worth $34.4K as of Q2 2026.
Phillips Financial Management left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #254 holding.
Phillips Financial Management first reported a position in Vanguard Information Technology ETF in Q3 2022 and has held it in 16 quarters since.
Phillips Financial Management's Vanguard Information Technology ETF position peaked at $50K in Q4 2025.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.