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Schechter Investment Advisors’s Vanguard Materials ETF VAW Stock Holding History

Schechter Investment Advisors’s Portfolio VAW Stock Details VAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$472K Hold
2,500
– – 0.04% 379
2024
Q4 		$470K Hold
2,500
– – 0.04% 398
2024
Q3 		$529K Hold
2,500
– – 0.04% 389
2024
Q2 		$482K Hold
2,500
– – 0.04% 378
2024
Q1 		$511K Buy
+2,500
New +$475K 0.04% 370

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Schechter Investment Advisors's VAW Position: Q1 2025 in Review

Schechter Investment Advisors held its Vanguard Materials ETF (VAW) position steady in Q1 2025 at 2,500 shares worth $472K. The position accounts for 0.04% of the portfolio, ranked #379.

Schechter Investment Advisors first reported a position in VAW in Q1 2024 and has held it in 5 quarters since. The position peaked at $529K in Q3 2024. 375 funds tracked by Wall St. Rank hold VAW as of Q1 2025.

  • Schechter Investment Advisors held 2,500 shares of Vanguard Materials ETF worth $472K as of Q1 2025.
  • Schechter Investment Advisors left its Vanguard Materials ETF share count unchanged in Q1 2025.
  • Vanguard Materials ETF made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #379 holding.
  • Schechter Investment Advisors first reported a position in Vanguard Materials ETF in Q1 2024 and has held it in 5 quarters since.
  • Schechter Investment Advisors's Vanguard Materials ETF position peaked at $529K in Q3 2024.
  • 375 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.