Vertex Planning Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Vertex Planning Partners’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	$342K	Hold	3,920	–	–	0.07%	101
2025 Q4	$369K	Hold	3,920	–	–	0.09%	92
2025 Q3	$366K	Buy	3,920 +40	+1%	+$3.5K	0.07%	145
2025 Q2	$322K	Sell	3,880 -288	-7%	-$20.9K	0.07%	145
2025 Q1	$282K	Hold	4,168	–	–	0.06%	150
2024 Q4	$324K	Buy	4,168 +8	+0.2%	+$614	0.07%	141
2024 Q3	$305K	Sell	4,160 -200	-5%	-$14.2K	0.07%	127
2024 Q2	$314K	Sell	4,360 -232	-5%	-$15.4K	0.08%	115
2024 Q1	$301K	Sell	4,592 -992	-18%	-$62.9K	0.08%	124
2023 Q4	$338K	Sell	5,584 -208	-4%	-$11.6K	0.1%	112
2023 Q3	$300K	Buy	5,792 +8	+0.1%	+$435	0.1%	105
2023 Q2	$320K	Sell	5,784 -72	-1%	-$3.62K	0.11%	96
2023 Q1	$282K	Sell	5,856 -496	-8%	-$21.9K	0.11%	97
2022 Q4	$254K	Buy	+6,352	New	+$259K	0.1%	125

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

Vertex Planning Partners's VGT Position: Q1 2026 in Review

Vertex Planning Partners held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 3,920 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #101.

Vertex Planning Partners first reported a position in VGT in Q4 2022 and has held it in 14 quarters since. The position peaked at $369K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Vertex Planning Partners held 3,920 shares of Vanguard Information Technology ETF worth $342K as of Q1 2026.
Vertex Planning Partners left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.07% of Vertex Planning Partners's portfolio in Q1 2026, its #101 holding.
Vertex Planning Partners first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 14 quarters since.
Vertex Planning Partners's Vanguard Information Technology ETF position peaked at $369K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.