Chesapeake Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Chesapeake Wealth Management’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	$1.41M	Sell	11,830 -2,226	-16%	-$244K	0.4%	63
2026 Q1	$1.23M	Hold	14,056	–	–	0.38%	67
2025 Q4	$1.32M	Buy	14,056 +1,440	+11%	+$137K	0.39%	65
2025 Q3	$1.18M	Buy	12,616 +320	+3%	+$28K	0.36%	69
2025 Q2	$1.02M	Buy	12,296 +120	+1%	+$8.72K	0.34%	71
2025 Q1	$826K	Buy	12,176 +440	+4%	+$33.1K	0.29%	82
2024 Q4	$912K	Buy	+11,736	New	+$901K	0.31%	80

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

Chesapeake Wealth Management's VGT Position: Q2 2026 in Review

Chesapeake Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 16% in Q2 2026, selling an estimated $244K and leaving 11,830 shares worth $1.41M. The position accounts for 0.4% of the portfolio, ranked #63.

Chesapeake Wealth Management first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Chesapeake Wealth Management held 11,830 shares of Vanguard Information Technology ETF worth $1.41M as of Q2 2026.
Chesapeake Wealth Management sold 2,226 Vanguard Information Technology ETF shares in Q2 2026, an estimated $244K.
Vanguard Information Technology ETF made up 0.4% of Chesapeake Wealth Management's portfolio in Q2 2026, its #63 holding.
Chesapeake Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.