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Chapman Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Chapman Financial Group’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 		$319K Hold
2,672
– – 0.21% 101
2026
Q1 		$233K Hold
2,672
– – 0.17% 118
2025
Q4 		$252K Buy
2,672
+320
+14% +$30.4K 0.17% 117
2025
Q3 		$220K Hold
2,352
– – 0.15% 123
2025
Q2 		$195K Buy
+2,352
New +$171K 0.17% 102
2024
Q4 		$183K Buy
+2,352
New +$181K 0.15% 107

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Chapman Financial Group's VGT Position: Q2 2026 in Review

Chapman Financial Group held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 2,672 shares worth $319K. The position accounts for 0.21% of the portfolio, ranked #101.

Chapman Financial Group first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Chapman Financial Group held 2,672 shares of Vanguard Information Technology ETF worth $319K as of Q2 2026.
  • Chapman Financial Group left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
  • Vanguard Information Technology ETF made up 0.21% of Chapman Financial Group's portfolio in Q2 2026, its #101 holding.
  • Chapman Financial Group first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.