Summit Wealth & Retirement Planning’s Vanguard Information Technology ETF VGT Stock Holding History

Summit Wealth & Retirement 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	$210K	Buy	+1,755	New	+$192K	0.04%	109

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

Summit Wealth & Retirement Planning's VGT Position: Q2 2026 in Review

Summit Wealth & Retirement Planning opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 1,755 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #109 among its holdings.

2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Summit Wealth & Retirement Planning held 1,755 shares of Vanguard Information Technology ETF worth $210K as of Q2 2026.
Vanguard Information Technology ETF was a new Summit Wealth & Retirement Planning position in Q2 2026.
Vanguard Information Technology ETF made up 0.04% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #109 holding.
2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.