Plum Street Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Plum Street Advisors’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	$227K	Buy	+1,896	New	+$208K	0.07%	101
2025 Q4	–	Sell	-3,968	Closed	-$370K	–	99
2025 Q3	$370K	Hold	3,968	–	–	0.14%	79
2025 Q2	$329K	Hold	3,968	–	–	0.15%	75
2025 Q1	$269K	Hold	3,968	–	–	0.13%	76
2024 Q4	$308K	Hold	3,968	–	–	0.15%	73
2024 Q3	$291K	Buy	3,968 +408	+11%	+$29K	0.15%	72
2024 Q2	$257K	Sell	3,560 -408	-10%	-$27.1K	0.15%	62
2024 Q1	$291K	Buy	3,968 +216	+6%	+$13.7K	0.15%	72
2023 Q4	$227K	Buy	+3,752	New	+$209K	0.15%	59

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

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

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

Plum Street Advisors's VGT Position: Q2 2026 in Review

Plum Street Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 1,896 shares worth $227K. The stake represents 0.07% of the portfolio and ranks #101 among its holdings. This is a return to the name: Plum Street Advisors previously reported a position in VGT as recently as Q3 2025.

Plum Street Advisors first reported a position in VGT in Q4 2023 and has held it in 9 quarters since. The position peaked at $370K in Q3 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Plum Street Advisors held 1,896 shares of Vanguard Information Technology ETF worth $227K as of Q2 2026.
Vanguard Information Technology ETF was a new Plum Street Advisors position in Q2 2026.
Vanguard Information Technology ETF made up 0.07% of Plum Street Advisors's portfolio in Q2 2026, its #101 holding.
Plum Street Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 9 quarters since.
Plum Street Advisors's Vanguard Information Technology ETF position peaked at $370K in Q3 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.