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Schechter Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Schechter Investment Advisors’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$3.73M Sell
19,221
-6,663
-26% -$1.32M 0.31% 67
2024
Q4 		$5.07M Sell
25,884
-84
-0.3% -$16.8K 0.39% 53
2024
Q3 		$5.14M Sell
25,968
-1,191
-4% -$227K 0.38% 50
2024
Q2 		$4.96M Buy
27,159
+491
+2% +$88.4K 0.37% 52
2024
Q1 		$4.87M Buy
26,668
+20,193
+312% +$3.55M 0.36% 50
2023
Q4 		$1.1M Buy
6,475
+157
+2% +$25.3K 0.1% 210
2023
Q3 		$982K Sell
6,318
-324
-5% -$52.5K 0.1% 226
2023
Q2 		$1.08M Sell
6,642
-304
-4% -$47.6K 0.1% 229
2023
Q1 		$1.07M Buy
6,946
+685
+11% +$105K 0.1% 238
2022
Q4 		$951K Buy
6,261
+361
+6% +$53.8K 0.09% 308
2022
Q3 		$797K Buy
5,900
+446
+8% +$66.4K 0.08% 354
2022
Q2 		$782K Sell
5,454
-150
-3% -$22.8K 0.08% 365
2022
Q1 		$909K Buy
5,604
+76
+1% +$12.3K 0.08% 339
2021
Q4 		$949K Buy
+5,528
New +$911K 0.09% 322

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Schechter Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 26% in Q1 2025, selling an estimated $1.32M and leaving 19,221 shares worth $3.73M. The position accounts for 0.31% of the portfolio, ranked #67.

Schechter Investment Advisors first reported a position in VIG in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.14M in Q3 2024. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

  • Schechter Investment Advisors held 19,221 shares of Vanguard Dividend Appreciation ETF worth $3.73M as of Q1 2025.
  • Schechter Investment Advisors sold 6,663 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $1.32M.
  • Vanguard Dividend Appreciation ETF made up 0.31% of Schechter Investment Advisors's portfolio in Q1 2025, its #67 holding.
  • Schechter Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $5.14M in Q3 2024.
  • 2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

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