Pinnacle Wealth Planning Services’s Vanguard Information Technology ETF VGT Stock Holding History

Pinnacle Wealth Planning Services’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	$105K	Hold	880	–	–	0.01%	840
2026 Q1	$76.7K	Sell	880 -240	-21%	-$22.1K	0.01%	962
2025 Q4	$106K	Buy	+1,120	New	+$106K	0.01%	750
2021 Q1	–	Sell	-448	Closed	-$20K	–	1880
2020 Q4	$20K	Buy	+448	New	+$18.4K	﹤0.01%	1162

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

Pinnacle Wealth Planning Services's VGT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 880 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #840.

Pinnacle Wealth Planning Services first reported a position in VGT in Q4 2020 and has held it in 4 quarters since. The position peaked at $106K in Q4 2025. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Pinnacle Wealth Planning Services held 880 shares of Vanguard Information Technology ETF worth $105K as of Q2 2026.
Pinnacle Wealth Planning Services left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #840 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Vanguard Information Technology ETF position peaked at $106K in Q4 2025.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.