Checchi Capital Advisers’s Vanguard Information Technology ETF VGT Stock Holding History

Checchi Capital Advisers’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	$3.5M	Sell	29,314 -1,758	-6%	-$192K	0.16%	102
2026 Q1	$2.71M	Sell	31,072 -440	-1%	-$40.5K	0.14%	110
2025 Q4	$2.97M	Sell	31,512 -1,056	-3%	-$100K	0.15%	99
2025 Q3	$3.04M	Buy	32,568 +160	+0.5%	+$14K	0.16%	97
2025 Q2	$2.69M	Sell	32,408 -1,696	-5%	-$123K	0.15%	106
2025 Q1	$2.31M	Sell	34,104 -5,352	-14%	-$403K	0.12%	116
2024 Q4	$3.07M	Buy	39,456 +408	+1%	+$31.3K	0.18%	96
2024 Q3	$2.86M	Sell	39,048 -24	-0.1%	-$1.71K	0.16%	98
2024 Q2	$2.82M	Sell	39,072 -3,056	-7%	-$203K	0.14%	95
2024 Q1	$2.76M	Sell	42,128 -18,480	-30%	-$1.17M	0.22%	94
2023 Q4	$3.67M	Buy	60,608 +1,296	+2%	+$72.2K	0.3%	74
2023 Q3	$3.08M	Buy	59,312 +12,080	+26%	+$657K	0.29%	78
2023 Q2	$2.61M	Sell	47,232 -1,248	-3%	-$62.7K	0.23%	86
2023 Q1	$2.34M	Buy	48,480 +1,928	+4%	+$85.2K	0.23%	90
2022 Q4	$1.86M	Sell	46,552 -84,880	-65%	-$3.46M	0.19%	104
2022 Q3	$5.05M	Sell	131,432 -4,472	-3%	-$197K	0.47%	53
2022 Q2	$6.29M	Buy	+135,904	New	+$6.12M	0.54%	43

Other funds holding VGT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Checchi Capital Advisers's VGT Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Vanguard Information Technology ETF (VGT) stake by 5.7% in Q2 2026, selling an estimated $192K and leaving 29,314 shares worth $3.5M. The position accounts for 0.16% of the portfolio, ranked #102.

Checchi Capital Advisers first reported a position in VGT in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.29M in Q2 2022. 1,613 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Checchi Capital Advisers held 29,314 shares of Vanguard Information Technology ETF worth $3.5M as of Q2 2026.
Checchi Capital Advisers sold 1,758 Vanguard Information Technology ETF shares in Q2 2026, an estimated $192K.
Vanguard Information Technology ETF made up 0.16% of Checchi Capital Advisers's portfolio in Q2 2026, its #102 holding.
Checchi Capital Advisers first reported a position in Vanguard Information Technology ETF in Q2 2022 and has held it in 17 quarters since.
Checchi Capital Advisers's Vanguard Information Technology ETF position peaked at $6.29M in Q2 2022.
1,613 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.