Schechter Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Schechter Investment Advisors’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.02M	Buy	4,039 +620	+18%	+$172K	0.08%	234
2024 Q4	$958K	Sell	3,419 -57	-2%	-$16.1K	0.07%	247
2024 Q3	$929K	Sell	3,476 -77	-2%	-$19.7K	0.07%	265
2024 Q2	$889K	Buy	3,553 +114	+3%	+$28.4K	0.07%	264
2024 Q1	$897K	Buy	3,439 +2,589	+305%	+$636K	0.07%	267
2023 Q4	$206K	Buy	+850	New	+$185K	0.02%	560
2023 Q2	–	Sell	-979	Closed	-$212K	–	698
2023 Q1	$212K	Sell	979 -80	-8%	-$17.3K	0.02%	605
2022 Q4	$212K	Buy	+1,059	New	+$217K	0.02%	741
2022 Q2	–	Sell	-989	Closed	-$246K	–	1007
2022 Q1	$246K	Hold	989	–	–	0.02%	773
2021 Q4	$279K	Buy	+989	New	+$284K	0.03%	696

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Schechter Investment Advisors increased its Vanguard Small-Cap Growth ETF (VBK) stake by 18% in Q1 2025, buying an estimated $172K and bringing the position to 4,039 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #234.

Schechter Investment Advisors first reported a position in VBK in Q4 2021 and has held it in 10 quarters since. 1,077 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

Schechter Investment Advisors held 4,039 shares of Vanguard Small-Cap Growth ETF worth $1.02M as of Q1 2025.
Schechter Investment Advisors bought 620 Vanguard Small-Cap Growth ETF shares in Q1 2025, an estimated $172K.
Vanguard Small-Cap Growth ETF made up 0.08% of Schechter Investment Advisors's portfolio in Q1 2025, its #234 holding.
Schechter Investment Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2021 and has held it in 10 quarters since.
1,077 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2025.

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