PL
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Plancorp LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Plancorp LLC’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 		$1.4M Sell
12,124
-4,612
-28% -$505K 0.03% 174
2026
Q1 		$1.55M Sell
16,736
-56
-0.3% -$5.16K 0.04% 124
2025
Q4 		$1.58M Buy
16,792
+112
+0.7% +$10.6K 0.05% 124
2025
Q3 		$1.56M Sell
16,680
-1,320
-7% -$115K 0.05% 124
2025
Q2 		$1.49M Buy
18,000
+3,056
+20% +$222K 0.05% 124
2025
Q1 		$1.01M Buy
14,944
+3,240
+28% +$244K 0.04% 147
2024
Q4 		$910K Sell
11,704
-120
-1% -$9.22K 0.04% 136
2024
Q3 		$867K Sell
11,824
-160
-1% -$11.4K 0.04% 142
2024
Q2 		$864K Sell
11,984
-4,000
-25% -$266K 0.04% 135
2024
Q1 		$1.05M Sell
15,984
-8
-0.1% -$507 0.05% 118
2023
Q4 		$967K Buy
15,992
+88
+0.6% +$4.9K 0.05% 114
2023
Q3 		$825K Sell
15,904
-320
-2% -$17.4K 0.04% 121
2023
Q2 		$897K Buy
16,224
+240
+2% +$12.1K 0.05% 114
2023
Q1 		$770K Sell
15,984
-72
-0.4% -$3.18K 0.04% 125
2022
Q4 		$641K Buy
16,056
+72
+0.5% +$2.94K 0.04% 130
2022
Q3 		$614K Buy
15,984
+200
+1% +$8.79K 0.04% 125
2022
Q2 		$644K Buy
15,784
+8,000
+103% +$360K 0.04% 130
2022
Q1 		$405K Hold
7,784
– – 0.03% 160
2021
Q4 		$446K Buy
7,784
+32
+0.4% +$1.76K 0.03% 156
2021
Q3 		$389K Buy
7,752
+160
+2% +$8.29K 0.03% 157
2021
Q2 		$378K Buy
7,592
+8
+0.1% +$377 0.03% 154
2021
Q1 		$340K Sell
7,584
-1,448
-16% -$65.1K 0.07% 151
2020
Q4 		$400K Buy
9,032
+1,600
+22% +$65.8K 0.1% 131
2020
Q3 		$289K Sell
7,432
-824
-10% -$31K 0.09% 139
2020
Q2 		$288K Buy
+8,256
New +$258K 0.09% 138
2020
Q1 		– Sell
-8,936
Closed -$274K – 196
2019
Q4 		$274K Buy
+8,936
New +$256K 0.08% 157

Other funds holding VGT

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Plancorp LLC's VGT Position: Q2 2026 in Review

Plancorp LLC reduced its Vanguard Information Technology ETF (VGT) stake by 28% in Q2 2026, selling an estimated $505K and leaving 12,124 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #174.

Plancorp LLC first reported a position in VGT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.58M in Q4 2025. 695 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Plancorp LLC held 12,124 shares of Vanguard Information Technology ETF worth $1.4M as of Q2 2026.
  • Plancorp LLC sold 4,612 Vanguard Information Technology ETF shares in Q2 2026, an estimated $505K.
  • Vanguard Information Technology ETF made up 0.03% of Plancorp LLC's portfolio in Q2 2026, its #174 holding.
  • Plancorp LLC first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 26 quarters since.
  • Plancorp LLC's Vanguard Information Technology ETF position peaked at $1.58M in Q4 2025.
  • 695 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.