Plan Group Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Plan Group Financial’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	$878K	Sell	7,305 -1,251	-15%	-$149K	0.17%	94
2026 Q2	$1.02M	Buy	8,556 +4,884	+133%	+$535K	0.21%	89
2026 Q1	$320K	Sell	3,672 -4,096	-53%	-$377K	0.08%	164
2025 Q4	$732K	Buy	7,768 +2,000	+35%	+$190K	0.19%	101
2025 Q3	$538K	Buy	5,768 +2,280	+65%	+$199K	0.14%	116
2025 Q2	$289K	Buy	+3,488	New	+$254K	0.1%	130
2023 Q3	–	Sell	-4,000	Closed	-$221K	–	92
2023 Q2	$221K	Buy	+4,000	New	+$201K	0.18%	62

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

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 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

Plan Group Financial's VGT Position: Q3 2026 in Review

Plan Group Financial reduced its Vanguard Information Technology ETF (VGT) stake by 15% in Q3 2026, selling an estimated $149K and leaving 7,305 shares worth $878K. The position accounts for 0.17% of the portfolio, ranked #94.

Plan Group Financial first reported a position in VGT in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.02M in Q2 2026. 781 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Plan Group Financial held 7,305 shares of Vanguard Information Technology ETF worth $878K as of Q3 2026.
Plan Group Financial sold 1,251 Vanguard Information Technology ETF shares in Q3 2026, an estimated $149K.
Vanguard Information Technology ETF made up 0.17% of Plan Group Financial's portfolio in Q3 2026, its #94 holding.
Plan Group Financial first reported a position in Vanguard Information Technology ETF in Q2 2023 and has held it in 7 quarters since.
Plan Group Financial's Vanguard Information Technology ETF position peaked at $1.02M in Q2 2026.
781 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.