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 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

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

Plan Group Financial's VGT Position: Q2 2026 in Review

Plan Group Financial increased its Vanguard Information Technology ETF (VGT) stake by 133% in Q2 2026, buying an estimated $535K and bringing the position to 8,556 shares worth $1.02M. The position accounts for 0.21% of the portfolio, ranked #89.

Plan Group Financial first reported a position in VGT in Q2 2023 and has held it in 6 quarters since. 2,193 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Plan Group Financial held 8,556 shares of Vanguard Information Technology ETF worth $1.02M as of Q2 2026.
Plan Group Financial bought 4,884 Vanguard Information Technology ETF shares in Q2 2026, an estimated $535K.
Vanguard Information Technology ETF made up 0.21% of Plan Group Financial's portfolio in Q2 2026, its #89 holding.
Plan Group Financial first reported a position in Vanguard Information Technology ETF in Q2 2023 and has held it in 6 quarters since.
2,193 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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