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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Plan Group Financial's VGT Position: Q1 2026 in Review

Plan Group Financial reduced its Vanguard Information Technology ETF (VGT) stake by 53% in Q1 2026, selling an estimated $377K and leaving 3,672 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #164.

Plan Group Financial first reported a position in VGT in Q2 2023 and has held it in 5 quarters since. The position peaked at $732K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Plan Group Financial held 3,672 shares of Vanguard Information Technology ETF worth $320K as of Q1 2026.
Plan Group Financial sold 4,096 Vanguard Information Technology ETF shares in Q1 2026, an estimated $377K.
Vanguard Information Technology ETF made up 0.08% of Plan Group Financial's portfolio in Q1 2026, its #164 holding.
Plan Group Financial first reported a position in Vanguard Information Technology ETF in Q2 2023 and has held it in 5 quarters since.
Plan Group Financial's Vanguard Information Technology ETF position peaked at $732K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.