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Planning Strategies Inc.’s Vanguard Information Technology ETF VGT Stock Holding History

Planning Strategies Inc.’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 		$83.2K Buy
+696
New +$76.2K 0.05% 119

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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TLIC
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AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Planning Strategies Inc.'s VGT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 696 shares worth $83.2K. The stake represents 0.05% of the portfolio and ranks #119 among its holdings.

936 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Planning Strategies Inc. held 696 shares of Vanguard Information Technology ETF worth $83.2K as of Q2 2026.
  • Vanguard Information Technology ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Vanguard Information Technology ETF made up 0.05% of Planning Strategies Inc.'s portfolio in Q2 2026, its #119 holding.
  • 936 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.