Planning Project LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Planning Project 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
2025 Q4	$51.3K	Buy	+544	New	+$51.7K	0.01%	67

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Planning Project LLC's VGT Position: Q4 2025 in Review

Planning Project LLC opened a new position in Vanguard Information Technology ETF (VGT) in Q4 2025: 544 shares worth $51.3K. The stake represents 0.01% of the portfolio and ranks #67 among its holdings.

2,028 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

Planning Project LLC held 544 shares of Vanguard Information Technology ETF worth $51.3K as of Q4 2025.
Vanguard Information Technology ETF was a new Planning Project LLC position in Q4 2025.
Vanguard Information Technology ETF made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #67 holding.
2,028 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.