XY Planning Network’s Vanguard Information Technology ETF VGT Stock Holding History

XY Planning Network’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	$1.7M	Buy	14,203 +4,035	+40%	+$442K	0.21%	103
2026 Q1	$898K	Buy	10,168 +5,216	+105%	+$480K	0.14%	136
2025 Q4	$467K	Sell	4,952 -19,136	-79%	-$1.82M	0.08%	179
2025 Q3	$2M	Hold	24,088	–	–	0.68%	42
2025 Q2	$2M	Buy	+24,088	New	+$1.75M	0.68%	42

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

XY Planning Network's VGT Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Information Technology ETF (VGT) stake by 40% in Q2 2026, buying an estimated $442K and bringing the position to 14,203 shares worth $1.7M. The position accounts for 0.21% of the portfolio, ranked #103.

XY Planning Network first reported a position in VGT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2M in Q3 2025. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

XY Planning Network held 14,203 shares of Vanguard Information Technology ETF worth $1.7M as of Q2 2026.
XY Planning Network bought 4,035 Vanguard Information Technology ETF shares in Q2 2026, an estimated $442K.
Vanguard Information Technology ETF made up 0.21% of XY Planning Network's portfolio in Q2 2026, its #103 holding.
XY Planning Network first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 5 quarters since.
XY Planning Network's Vanguard Information Technology ETF position peaked at $2M in Q3 2025.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.