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 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 $1.37T 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

WealthPlan Investment Management's VGT Position: Q1 2026 in Review

WealthPlan Investment Management increased its Vanguard Information Technology ETF (VGT) stake by 15% in Q1 2026, buying an estimated $66.3K and bringing the position to 5,440 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #307.

WealthPlan Investment Management first reported a position in VGT in Q3 2024 and has held it in 7 quarters since. The position peaked at $543K in Q2 2025. 1,975 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

WealthPlan Investment Management held 5,440 shares of Vanguard Information Technology ETF worth $475K as of Q1 2026.
WealthPlan Investment Management bought 720 Vanguard Information Technology ETF shares in Q1 2026, an estimated $66.3K.
Vanguard Information Technology ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2026, its #307 holding.
WealthPlan Investment Management first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 7 quarters since.
WealthPlan Investment Management's Vanguard Information Technology ETF position peaked at $543K in Q2 2025.
1,975 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.