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Schechter Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Schechter Investment Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.26M Buy
6,765
+769
+13% +$152K 0.1% 194
2024
Q4 		$1.19M Sell
5,996
-16
-0.3% -$3.29K 0.09% 210
2024
Q3 		$1.21M Buy
6,012
+1,019
+20% +$196K 0.09% 215
2024
Q2 		$911K Buy
4,993
+81
+2% +$15K 0.07% 258
2024
Q1 		$943K Sell
4,912
-301
-6% -$54.3K 0.07% 254
2023
Q4 		$938K Sell
5,213
-314
-6% -$51.3K 0.08% 241
2023
Q3 		$882K Sell
5,527
-74
-1% -$12.4K 0.09% 241
2023
Q2 		$926K Sell
5,601
-157
-3% -$24.7K 0.08% 255
2023
Q1 		$914K Buy
5,758
+1
+0% +$166 0.08% 274
2022
Q4 		$914K Buy
5,757
+401
+7% +$63.8K 0.08% 319
2022
Q3 		$768K Buy
5,356
+3,136
+141% +$498K 0.08% 370
2022
Q2 		$333K Sell
2,220
-30
-1% -$4.92K 0.03% 665
2022
Q1 		$396K Sell
2,250
-153
-6% -$26.6K 0.04% 608
2021
Q4 		$430K Buy
+2,403
New +$427K 0.04% 557

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Schechter Investment Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 13% in Q1 2025, buying an estimated $152K and bringing the position to 6,765 shares worth $1.26M. The position accounts for 0.1% of the portfolio, ranked #194.

Schechter Investment Advisors first reported a position in VBR in Q4 2021 and has held it in 14 quarters since. 1,524 funds tracked by Wall St. Rank hold VBR as of Q1 2025.

  • Schechter Investment Advisors held 6,765 shares of Vanguard Small-Cap Value ETF worth $1.26M as of Q1 2025.
  • Schechter Investment Advisors bought 769 Vanguard Small-Cap Value ETF shares in Q1 2025, an estimated $152K.
  • Vanguard Small-Cap Value ETF made up 0.1% of Schechter Investment Advisors's portfolio in Q1 2025, its #194 holding.
  • Schechter Investment Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,524 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2025.

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