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 Q2	$908K	Hold	7,600	–	–	0.55%	41
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 $1.55T 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

Charter Research & Investment Group's VGT Position: Q2 2026 in Review

Charter Research & Investment Group held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 7,600 shares worth $908K. The position accounts for 0.55% of the portfolio, ranked #41.

Charter Research & Investment Group first reported a position in VGT in Q4 2017 and has held it in 35 quarters since. 2,201 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Charter Research & Investment Group held 7,600 shares of Vanguard Information Technology ETF worth $908K as of Q2 2026.
Charter Research & Investment Group left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.55% of Charter Research & Investment Group's portfolio in Q2 2026, its #41 holding.
Charter Research & Investment Group first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 35 quarters since.
2,201 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.