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

Sequent Planning’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	$1.32M	Sell	11,043 -1,973	-15%	-$216K	0.28%	77
2026 Q1	$1.14M	Buy	13,016 +288	+2%	+$26.5K	0.27%	84
2025 Q4	$1.2M	Buy	12,728 +856	+7%	+$81.3K	0.31%	76
2025 Q3	$1.11M	Sell	11,872 -224	-2%	-$19.6K	0.31%	68
2025 Q2	$1M	Buy	12,096 +48	+0.4%	+$3.49K	0.32%	49
2025 Q1	$817K	Buy	12,048 +232	+2%	+$17.5K	0.29%	58
2024 Q4	$918K	Sell	11,816 -240	-2%	-$18.4K	0.34%	52
2024 Q3	$884K	Buy	12,056 +832	+7%	+$59.1K	0.3%	57
2024 Q2	$817K	Sell	11,224 -1,000	-8%	-$66.5K	0.28%	62
2024 Q1	$801K	Buy	+12,224	New	+$775K	0.29%	65

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

Sequent Planning's VGT Position: Q2 2026 in Review

Sequent Planning reduced its Vanguard Information Technology ETF (VGT) stake by 15% in Q2 2026, selling an estimated $216K and leaving 11,043 shares worth $1.32M. The position accounts for 0.28% of the portfolio, ranked #77.

Sequent Planning first reported a position in VGT in Q1 2024 and has held it in 10 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Sequent Planning held 11,043 shares of Vanguard Information Technology ETF worth $1.32M as of Q2 2026.
Sequent Planning sold 1,973 Vanguard Information Technology ETF shares in Q2 2026, an estimated $216K.
Vanguard Information Technology ETF made up 0.28% of Sequent Planning's portfolio in Q2 2026, its #77 holding.
Sequent Planning first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 10 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.