Chapin Davis’s Vanguard Information Technology ETF VGT Stock Holding History

Chapin Davis’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	$1.19M	Buy	9,943 +7	+0.1%	+$766	0.21%	80
2026 Q1	$867K	Buy	9,936 +552	+6%	+$50.8K	0.19%	102
2025 Q4	$885K	Hold	9,384	–	–	0.21%	98
2025 Q3	$876K	Sell	9,384 -760	-7%	-$66.4K	0.22%	97
2025 Q2	$841K	Hold	10,144	–	–	0.23%	92
2025 Q1	$688K	Sell	10,144 -2,728	-21%	-$206K	0.23%	90
2024 Q4	$944K	Hold	12,872	–	–	0.31%	76
2024 Q3	$944K	Hold	12,872	–	–	0.31%	77
2024 Q2	$928K	Hold	12,872	–	–	0.32%	73
2024 Q1	$844K	Sell	12,872 -424	-3%	-$26.9K	0.31%	80
2023 Q4	$804K	Buy	13,296 +272	+2%	+$15.2K	0.34%	76
2023 Q3	$675K	Sell	13,024 -96	-0.7%	-$5.22K	0.32%	78
2023 Q2	$725K	Buy	13,120 +96	+0.7%	+$4.82K	0.34%	79
2023 Q1	$628K	Buy	13,024 +2,624	+25%	+$116K	0.32%	87
2022 Q4	$415K	Buy	+10,400	New	+$424K	0.24%	108

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

Chapin Davis's VGT Position: Q2 2026 in Review

Chapin Davis increased its Vanguard Information Technology ETF (VGT) stake by 0.07% in Q2 2026, buying an estimated $766 and bringing the position to 9,943 shares worth $1.19M. The position accounts for 0.21% of the portfolio, ranked #80.

Chapin Davis first reported a position in VGT in Q4 2022 and has held it in 15 quarters since. 2,191 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Chapin Davis held 9,943 shares of Vanguard Information Technology ETF worth $1.19M as of Q2 2026.
Chapin Davis bought 7 Vanguard Information Technology ETF shares in Q2 2026, an estimated $766.
Vanguard Information Technology ETF made up 0.21% of Chapin Davis's portfolio in Q2 2026, its #80 holding.
Chapin Davis first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 15 quarters since.
2,191 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.