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Schechter Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Schechter Investment Advisors’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.96M Sell
38,504
-47,789
-55% -$2.42M 0.16% 124
2024
Q4 		$4.13M Buy
86,293
+65,527
+316% +$3.29M 0.32% 67
2024
Q3 		$1.1M Sell
20,766
-44,100
-68% -$2.24M 0.08% 235
2024
Q2 		$3.21M Buy
64,866
+626
+1% +$31.1K 0.24% 75
2024
Q1 		$3.22M Buy
64,240
+38,796
+152% +$1.87M 0.24% 74
2023
Q4 		$1.22M Sell
25,444
-33,345
-57% -$1.49M 0.11% 192
2023
Q3 		$2.57M Buy
58,789
+45,729
+350% +$2.09M 0.25% 77
2023
Q2 		$603K Sell
13,060
-46,486
-78% -$2.14M 0.05% 345
2023
Q1 		$2.69M Buy
59,546
+38,689
+185% +$1.72M 0.25% 75
2022
Q4 		$875K Sell
20,857
-233,135
-92% -$9.44M 0.08% 334
2022
Q3 		$9.23M Buy
253,992
+196,029
+338% +$7.99M 0.91% 11
2022
Q2 		$2.37M Sell
57,963
-58,856
-50% -$2.62M 0.23% 71
2022
Q1 		$5.61M Buy
116,819
+2,143
+2% +$104K 0.52% 24
2021
Q4 		$5.86M Buy
+114,676
New +$5.89M 0.53% 25

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Schechter Investment Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 55% in Q1 2025, selling an estimated $2.42M and leaving 38,504 shares worth $1.96M. The position accounts for 0.16% of the portfolio, ranked #124.

Schechter Investment Advisors first reported a position in VEA in Q4 2021 and has held it in 14 quarters since. The position peaked at $9.23M in Q3 2022. 2,467 funds tracked by Wall St. Rank hold VEA as of Q1 2025.

  • Schechter Investment Advisors held 38,504 shares of Vanguard FTSE Developed Markets ETF worth $1.96M as of Q1 2025.
  • Schechter Investment Advisors sold 47,789 Vanguard FTSE Developed Markets ETF shares in Q1 2025, an estimated $2.42M.
  • Vanguard FTSE Developed Markets ETF made up 0.16% of Schechter Investment Advisors's portfolio in Q1 2025, its #124 holding.
  • Schechter Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Vanguard FTSE Developed Markets ETF position peaked at $9.23M in Q3 2022.
  • 2,467 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2025.

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