WealthPlan Investment Management’s Vanguard Information Technology ETF VGT Stock Holding History

WealthPlan Investment Management’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	$562K	Sell	4,706 -734	-13%	-$80.4K	0.03%	300
2026 Q1	$475K	Buy	5,440 +720	+15%	+$66.3K	0.03%	307
2025 Q4	$444K	Sell	4,720 -808	-15%	-$76.8K	0.03%	270
2025 Q3	$516K	Sell	5,528 -1,024	-16%	-$89.5K	0.03%	224
2025 Q2	$543K	Buy	6,552 +1,624	+33%	+$118K	0.04%	226
2025 Q1	$334K	Buy	4,928 +160	+3%	+$12.1K	0.03%	213
2024 Q4	$370K	Buy	4,768 +280	+6%	+$21.5K	0.04%	200
2024 Q3	$329K	Buy	+4,488	New	+$319K	0.03%	194

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

WealthPlan Investment Management's VGT Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Vanguard Information Technology ETF (VGT) stake by 13% in Q2 2026, selling an estimated $80.4K and leaving 4,706 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #300.

WealthPlan Investment Management first reported a position in VGT in Q3 2024 and has held it in 8 quarters since. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

WealthPlan Investment Management held 4,706 shares of Vanguard Information Technology ETF worth $562K as of Q2 2026.
WealthPlan Investment Management sold 734 Vanguard Information Technology ETF shares in Q2 2026, an estimated $80.4K.
Vanguard Information Technology ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #300 holding.
WealthPlan Investment Management first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 8 quarters since.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.