Spectrum Planning & Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

Spectrum Planning & Advisory 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
2026 Q3	$359K	Buy	+2,854	New	+$339K	0.15%	90
2022 Q2	–	Sell	-5,552	Closed	-$289K	–	47
2022 Q1	$289K	Hold	5,552	–	–	0.26%	35
2021 Q4	$318K	Hold	5,552	–	–	0.29%	38
2021 Q3	$278K	Hold	5,552	–	–	0.27%	38
2021 Q2	$277K	Hold	5,552	–	–	0.27%	38
2021 Q1	$249K	Hold	5,552	–	–	0.26%	41
2020 Q4	$246K	Buy	+5,552	New	+$228K	0.26%	37

Other funds holding VGT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Spectrum Planning & Advisory Services's VGT Position: Q3 2026 in Review

Spectrum Planning & Advisory Services opened a new position in Vanguard Information Technology ETF (VGT) in Q3 2026: 2,854 shares worth $359K. The stake represents 0.15% of the portfolio and ranks #90 among its holdings. This is a return to the name: Spectrum Planning & Advisory Services previously reported a position in VGT as recently as Q1 2022.

Spectrum Planning & Advisory Services first reported a position in VGT in Q4 2020 and has held it in 7 quarters since. 1,440 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Spectrum Planning & Advisory Services held 2,854 shares of Vanguard Information Technology ETF worth $359K as of Q3 2026.
Vanguard Information Technology ETF was a new Spectrum Planning & Advisory Services position in Q3 2026.
Vanguard Information Technology ETF made up 0.15% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #90 holding.
Spectrum Planning & Advisory Services first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 7 quarters since.
1,440 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.