PD
VGT icon

Planning Directions’s Vanguard Information Technology ETF VGT Stock Holding History

Planning Directions’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 		$862K Buy
7,208
+4,688
+186% +$513K 0.4% 39
2026
Q1 		$220K Hold
2,520
– – 0.11% 95
2025
Q4 		$237K Buy
+2,520
New +$239K 0.12% 88
2025
Q2 		– Sell
-4,528
Closed -$307K – 118
2025
Q1 		$307K Buy
4,528
+8
+0.2% +$603 0.13% 95
2024
Q4 		$351K Buy
4,520
+16
+0.4% +$1.23K 0.2% 56
2024
Q3 		$331K Hold
4,504
– – 0.2% 60
2024
Q2 		$324K Hold
4,504
– – 0.22% 57
2024
Q1 		$295K Buy
4,504
+16
+0.4% +$1.01K 0.21% 59
2023
Q4 		$272K Buy
4,488
+16
+0.4% +$891 0.19% 58
2023
Q3 		$232K Buy
4,472
+8
+0.2% +$435 0.18% 58
2023
Q2 		$247K Hold
4,464
– – 0.18% 57
2023
Q1 		$215K Buy
+4,464
New +$197K 0.16% 66
2022
Q2 		– Sell
-4,424
Closed -$231K – 79
2022
Q1 		$231K Hold
4,424
– – 0.16% 68
2021
Q4 		$253K Buy
4,424
+24
+0.5% +$1.32K 0.17% 67
2021
Q3 		$221K Hold
4,400
– – 0.16% 68
2021
Q2 		$219K Buy
+4,400
New +$208K 0.16% 67
2020
Q3 		– Sell
-6,856
Closed -$239K – 59
2020
Q2 		$239K Buy
+6,856
New +$214K 0.22% 52
2020
Q1 		– Sell
-6,816
Closed -$209K – 94
2019
Q4 		$209K Buy
+6,816
New +$195K 0.19% 53
2019
Q3 		– Sell
-33,560
Closed -$885K – 60
2019
Q2 		$885K Buy
33,560
+104
+0.3% +$2.68K 0.9% 25
2019
Q1 		$839K Buy
33,456
+96
+0.3% +$2.23K 1% 26
2018
Q4 		$696K Sell
33,360
-45,712
-58% -$1.04M 0.86% 28
2018
Q3 		$2M Buy
79,072
+464
+0.6% +$11.3K 1.86% 11
2018
Q2 		$1.78M Buy
78,608
+42,960
+121% +$965K 1.72% 13
2018
Q1 		$762K Buy
+35,648
New +$778K 0.75% 27

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Planning Directions's VGT Position: Q2 2026 in Review

Planning Directions increased its Vanguard Information Technology ETF (VGT) stake by 186% in Q2 2026, buying an estimated $513K and bringing the position to 7,208 shares worth $862K. The position accounts for 0.4% of the portfolio, ranked #39.

Planning Directions first reported a position in VGT in Q1 2018 and has held it in 24 quarters since. The position peaked at $2M in Q3 2018. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Planning Directions held 7,208 shares of Vanguard Information Technology ETF worth $862K as of Q2 2026.
  • Planning Directions bought 4,688 Vanguard Information Technology ETF shares in Q2 2026, an estimated $513K.
  • Vanguard Information Technology ETF made up 0.4% of Planning Directions's portfolio in Q2 2026, its #39 holding.
  • Planning Directions first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 24 quarters since.
  • Planning Directions's Vanguard Information Technology ETF position peaked at $2M in Q3 2018.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.