Cheviot Value Management’s Vanguard Information Technology ETF VGT Stock Holding History

Cheviot Value 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 Q1	$322K	Hold	3,688	–	–	0.03%	111
2025 Q4	$357K	Hold	3,688	–	–	0.04%	107
2025 Q3	$367K	Hold	3,688	–	–	0.04%	106
2025 Q2	$322K	Hold	3,688	–	–	0.04%	98
2025 Q1	$260K	Hold	3,688	–	–	0.03%	100
2024 Q4	$287K	Hold	3,688	–	–	0.05%	61
2024 Q3	$270K	Hold	3,688	–	–	0.05%	59
2024 Q2	$266K	Hold	3,688	–	–	0.05%	59
2024 Q1	$242K	Hold	3,688	–	–	0.05%	55
2023 Q4	$223K	Buy	+3,688	New	+$205K	0.05%	69
2023 Q3	–	Sell	-3,688	Closed	-$204K	–	75
2023 Q2	$204K	Buy	+3,688	New	+$185K	0.04%	72
2022 Q1	–	Sell	-3,688	Closed	-$211K	–	81
2021 Q4	$211K	Buy	+3,688	New	+$202K	0.05%	73
2018 Q4	–	Sell	-39,960	Closed	-$1.01M	–	68
2018 Q3	$1.01M	Buy	39,960 +6,200	+18%	+$151K	0.48%	37
2018 Q2	$766K	Buy	33,760 +7,072	+26%	+$159K	0.38%	39
2018 Q1	$570K	Buy	26,688 +14,016	+111%	+$306K	0.3%	41
2017 Q4	$261K	Buy	+12,672	New	+$257K	0.14%	52

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

Cheviot Value Management's VGT Position: Q1 2026 in Review

Cheviot Value Management held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 3,688 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #111.

Cheviot Value Management first reported a position in VGT in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.01M in Q3 2018. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Cheviot Value Management held 3,688 shares of Vanguard Information Technology ETF worth $322K as of Q1 2026.
Cheviot Value Management left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.03% of Cheviot Value Management's portfolio in Q1 2026, its #111 holding.
Cheviot Value Management first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 16 quarters since.
Cheviot Value Management's Vanguard Information Technology ETF position peaked at $1.01M in Q3 2018.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.