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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Planning Directions's VGT Position: Q1 2026 in Review

Planning Directions held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 2,520 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #95.

Planning Directions first reported a position in VGT in Q1 2018 and has held it in 23 quarters since. The position peaked at $2M in Q3 2018. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Planning Directions held 2,520 shares of Vanguard Information Technology ETF worth $220K as of Q1 2026.
  • Planning Directions left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
  • Vanguard Information Technology ETF made up 0.11% of Planning Directions's portfolio in Q1 2026, its #95 holding.
  • Planning Directions first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 23 quarters since.
  • Planning Directions's Vanguard Information Technology ETF position peaked at $2M in Q3 2018.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.