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Stonebridge Financial Planning Group’s Vanguard Information Technology ETF VGT Stock Holding History

Stonebridge Financial Planning Group’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 		$3.54M Sell
29,625
-279
-0.9% -$30.5K 1.13% 22
2026
Q1 		$2.61M Sell
29,904
-2,376
-7% -$219K 0.96% 28
2025
Q4 		$3.04M Sell
32,280
-336
-1% -$31.9K 1.1% 21
2025
Q3 		$3.04M Sell
32,616
-1,856
-5% -$162K 1.14% 20
2025
Q2 		$2.86M Sell
34,472
-4,824
-12% -$351K 1.19% 21
2025
Q1 		$2.66M Sell
39,296
-632
-2% -$47.6K 1.22% 21
2024
Q4 		$3.1M Sell
39,928
-1,112
-3% -$85.4K 1.39% 15
2024
Q3 		$3.01M Sell
41,040
-312
-0.8% -$22.2K 1.43% 14
2024
Q2 		$2.98M Sell
41,352
-528
-1% -$35.1K 1.5% 12
2024
Q1 		$2.75M Sell
41,880
-2,120
-5% -$134K 1.45% 10
2023
Q4 		$2.66M Sell
44,000
-400
-0.9% -$22.3K 1.53% 12
2023
Q3 		$2.3M Sell
44,400
-920
-2% -$50K 1.48% 17
2023
Q2 		$2.5M Sell
45,320
-400
-0.9% -$20.1K 1.53% 19
2023
Q1 		$2.2M Sell
45,720
-9,512
-17% -$420K 1.42% 21
2022
Q4 		$2.21M Sell
55,232
-3,992
-7% -$163K 1.47% 17
2022
Q3 		$2.28M Sell
59,224
-3,312
-5% -$146K 1.59% 17
2022
Q2 		$2.55M Sell
62,536
-4,824
-7% -$217K 1.73% 16
2022
Q1 		$3.51M Sell
67,360
-1,648
-2% -$84.6K 1.96% 14
2021
Q4 		$3.54M Sell
69,008
-1,520
-2% -$83.5K 1.85% 14
2021
Q3 		$3.88M Sell
70,528
-712
-1% -$36.9K 1.9% 14
2021
Q2 		$3.63M Buy
71,240
+2,440
+4% +$115K 1.92% 14
2021
Q1 		$3.27M Buy
68,800
+40
+0.1% +$1.8K 1.91% 15
2020
Q4 		$3.04M Buy
68,760
+4,008
+6% +$165K 1.93% 15
2020
Q3 		$2.64M Buy
64,752
+1,400
+2% +$52.7K 1.9% 16
2020
Q2 		$2.22M Sell
63,352
-128
-0.2% -$3.99K 1.89% 16
2020
Q1 		$1.78M Sell
63,480
-792
-1% -$24K 1.77% 17
2019
Q4 		$1.97M Buy
+64,272
New +$1.84M 1.78% 19

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Stonebridge Financial Planning Group's VGT Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its Vanguard Information Technology ETF (VGT) stake by 0.93% in Q2 2026, selling an estimated $30.5K and leaving 29,625 shares worth $3.54M. The position accounts for 1.13% of the portfolio, ranked #22.

Stonebridge Financial Planning Group first reported a position in VGT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.88M in Q3 2021. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Stonebridge Financial Planning Group held 29,625 shares of Vanguard Information Technology ETF worth $3.54M as of Q2 2026.
  • Stonebridge Financial Planning Group sold 279 Vanguard Information Technology ETF shares in Q2 2026, an estimated $30.5K.
  • Vanguard Information Technology ETF made up 1.13% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #22 holding.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 27 quarters since.
  • Stonebridge Financial Planning Group's Vanguard Information Technology ETF position peaked at $3.88M in Q3 2021.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.