Planned Solutions’s Vanguard Information Technology ETF VGT Stock Holding History

Planned Solutions’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	$365K	Hold	2,907	–	–	0.1%	99
2026 Q2	$347K	Buy	2,907 +131	+5%	+$14.3K	0.1%	103
2026 Q1	$242K	Sell	2,776 -56	-2%	-$5.16K	0.08%	123
2025 Q4	$267K	Hold	2,832	–	–	0.09%	110
2025 Q3	$264K	Hold	2,832	–	–	0.09%	107
2025 Q2	$235K	Buy	+2,832	New	+$206K	0.09%	105
2025 Q1	–	Sell	-2,832	Closed	-$220K	–	119
2024 Q4	$220K	Hold	2,832	–	–	0.09%	105
2024 Q3	$208K	Hold	2,832	–	–	0.08%	109
2024 Q2	$204K	Buy	+2,832	New	+$188K	0.1%	98
2024 Q1	–	Sell	-2,688	Closed	-$163K	–	531
2023 Q4	$163K	Buy	+2,688	New	+$150K	0.08%	113
2022 Q1	–	Sell	-4,872	Closed	-$279K	–	80
2021 Q4	$279K	Buy	+4,872	New	+$267K	0.19%	61
2021 Q1	–	Sell	-2,184	Closed	-$97K	–	393
2020 Q4	$97K	Hold	2,184	–	–	0.08%	104
2020 Q3	$85K	Buy	+2,184	New	+$82.2K	0.08%	93

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

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 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

Planned Solutions's VGT Position: Q3 2026 in Review

Planned Solutions held its Vanguard Information Technology ETF (VGT) position steady in Q3 2026 at 2,907 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #99.

Planned Solutions first reported a position in VGT in Q3 2020 and has held it in 13 quarters since. 518 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Planned Solutions held 2,907 shares of Vanguard Information Technology ETF worth $365K as of Q3 2026.
Planned Solutions left its Vanguard Information Technology ETF share count unchanged in Q3 2026.
Vanguard Information Technology ETF made up 0.1% of Planned Solutions's portfolio in Q3 2026, its #99 holding.
Planned Solutions first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 13 quarters since.
518 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.