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 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

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

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 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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Planned Solutions's VGT Position: Q2 2026 in Review

Planned Solutions increased its Vanguard Information Technology ETF (VGT) stake by 4.7% in Q2 2026, buying an estimated $14.3K and bringing the position to 2,907 shares worth $347K. The position accounts for 0.1% of the portfolio, ranked #103.

Planned Solutions first reported a position in VGT in Q3 2020 and has held it in 12 quarters since. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Planned Solutions held 2,907 shares of Vanguard Information Technology ETF worth $347K as of Q2 2026.
Planned Solutions bought 131 Vanguard Information Technology ETF shares in Q2 2026, an estimated $14.3K.
Vanguard Information Technology ETF made up 0.1% of Planned Solutions's portfolio in Q2 2026, its #103 holding.
Planned Solutions first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 12 quarters since.
427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.