Plan A Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Plan A Wealth’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	$350K	Buy	+2,787	New	+$331K	0.13%	113

Other funds holding VGT

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Plan A Wealth's VGT Position: Q3 2026 in Review

Plan A Wealth opened a new position in Vanguard Information Technology ETF (VGT) in Q3 2026: 2,787 shares worth $350K. The stake represents 0.13% of the portfolio and ranks #113 among its holdings.

442 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Plan A Wealth held 2,787 shares of Vanguard Information Technology ETF worth $350K as of Q3 2026.
Vanguard Information Technology ETF was a new Plan A Wealth position in Q3 2026.
Vanguard Information Technology ETF made up 0.13% of Plan A Wealth's portfolio in Q3 2026, its #113 holding.
442 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.