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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sequent Planning's VGT Position: Q1 2026 in Review

Sequent Planning increased its Vanguard Information Technology ETF (VGT) stake by 2.3% in Q1 2026, buying an estimated $26.5K and bringing the position to 13,016 shares worth $1.14M. The position accounts for 0.27% of the portfolio, ranked #84.

Sequent Planning first reported a position in VGT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.2M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Sequent Planning held 13,016 shares of Vanguard Information Technology ETF worth $1.14M as of Q1 2026.
Sequent Planning bought 288 Vanguard Information Technology ETF shares in Q1 2026, an estimated $26.5K.
Vanguard Information Technology ETF made up 0.27% of Sequent Planning's portfolio in Q1 2026, its #84 holding.
Sequent Planning first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 9 quarters since.
Sequent Planning's Vanguard Information Technology ETF position peaked at $1.2M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.