QFPS
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Quantum Financial Planning Services’s Vanguard Information Technology ETF VGT Stock Holding History

Quantum Financial Planning Services’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
Q2 		– Sell
-3,256
Closed -$221K – 49
2025
Q1 		$221K Hold
3,256
– – 0.12% 34
2024
Q4 		$253K Buy
+3,256
New +$250K 0.14% 33

Other funds holding VGT

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Quantum Financial Planning Services's VGT Position: Q2 2025 in Review

Quantum Financial Planning Services sold out of Vanguard Information Technology ETF (VGT) in Q2 2025, closing a stake of 3,256 shares — an estimated $221K sold.

Quantum Financial Planning Services first reported a position in VGT in Q4 2024 and held it in 2 quarters. The position peaked at $253K in Q4 2024. 1,783 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

  • Quantum Financial Planning Services reported no remaining Vanguard Information Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Quantum Financial Planning Services sold 3,256 Vanguard Information Technology ETF shares in Q2 2025, an estimated $221K.
  • Quantum Financial Planning Services first reported a position in Vanguard Information Technology ETF in Q4 2024 and held it in 2 quarters.
  • Quantum Financial Planning Services's Vanguard Information Technology ETF position peaked at $253K in Q4 2024.
  • 1,783 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on Quantum Financial Planning Services's 13F filing for Q2 2025, filed 25 Jul 2025.