Charter Research & Investment Group’s Vanguard Information Technology ETF VGT Stock Holding History

Charter Research & Investment 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 Q1	$663K	Sell	7,600 -680	-8%	-$62.6K	0.44%	50
2025 Q4	$780K	Hold	8,280	–	–	0.52%	46
2025 Q3	$773K	Sell	8,280 -680	-8%	-$59.4K	0.54%	48
2025 Q2	$743K	Hold	8,960	–	–	0.55%	49
2025 Q1	$607K	Hold	8,960	–	–	0.46%	51
2024 Q4	$696K	Hold	8,960	–	–	0.53%	46
2024 Q3	$657K	Hold	8,960	–	–	0.48%	50
2024 Q2	$646K	Hold	8,960	–	–	0.51%	47
2024 Q1	$587K	Sell	8,960 -800	-8%	-$50.7K	0.47%	53
2023 Q4	$590K	Hold	9,760	–	–	0.49%	48
2023 Q3	$506K	Hold	9,760	–	–	0.46%	52
2023 Q2	$539K	Hold	9,760	–	–	0.45%	53
2023 Q1	$470K	Sell	9,760 -1,080	-10%	-$47.7K	0.41%	56
2022 Q4	$433K	Hold	10,840	–	–	0.42%	54
2022 Q3	$416K	Hold	10,840	–	–	0.42%	53
2022 Q2	$442K	Hold	10,840	–	–	0.4%	55
2022 Q1	$564K	Hold	10,840	–	–	0.46%	48
2021 Q4	$621K	Hold	10,840	–	–	0.49%	49
2021 Q3	$544K	Hold	10,840	–	–	0.45%	51
2021 Q2	$540K	Hold	10,840	–	–	0.45%	53
2021 Q1	$486K	Sell	10,840 -760	-7%	-$34.2K	0.42%	53
2020 Q4	$513K	Hold	11,600	–	–	0.49%	48
2020 Q3	$452K	Hold	11,600	–	–	0.49%	47
2020 Q2	$404K	Hold	11,600	–	–	0.47%	53
2020 Q1	$307K	Hold	11,600	–	–	0.4%	60
2019 Q4	$355K	Hold	11,600	–	–	0.36%	62
2019 Q3	$313K	Hold	11,600	–	–	0.34%	67
2019 Q2	$306K	Hold	11,600	–	–	0.34%	65
2019 Q1	$291K	Hold	11,600	–	–	0.32%	66
2018 Q4	$242K	Hold	11,600	–	–	0.31%	67
2018 Q3	$294K	Hold	11,600	–	–	0.32%	63
2018 Q2	$263K	Hold	11,600	–	–	0.3%	64
2018 Q1	$248K	Hold	11,600	–	–	0.3%	64
2017 Q4	$239K	Buy	+11,600	New	+$235K	0.27%	67

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

Charter Research & Investment Group's VGT Position: Q1 2026 in Review

Charter Research & Investment Group reduced its Vanguard Information Technology ETF (VGT) stake by 8.2% in Q1 2026, selling an estimated $62.6K and leaving 7,600 shares worth $663K. The position accounts for 0.44% of the portfolio, ranked #50.

Charter Research & Investment Group first reported a position in VGT in Q4 2017 and has held it in 34 quarters since. The position peaked at $780K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Charter Research & Investment Group held 7,600 shares of Vanguard Information Technology ETF worth $663K as of Q1 2026.
Charter Research & Investment Group sold 680 Vanguard Information Technology ETF shares in Q1 2026, an estimated $62.6K.
Vanguard Information Technology ETF made up 0.44% of Charter Research & Investment Group's portfolio in Q1 2026, its #50 holding.
Charter Research & Investment Group first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 34 quarters since.
Charter Research & Investment Group's Vanguard Information Technology ETF position peaked at $780K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.