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Schechter Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Schechter Investment Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.2M Sell
2,337
-46
-2% -$24.9K 0.1% 202
2024
Q4 		$1.28M Buy
2,383
+148
+7% +$80.2K 0.1% 196
2024
Q3 		$1.18M Buy
2,235
+206
+10% +$105K 0.09% 219
2024
Q2 		$1.01M Sell
2,029
-3
-0.1% -$1.44K 0.08% 234
2024
Q1 		$977K Buy
2,032
+51
+3% +$23.3K 0.07% 251
2023
Q4 		$865K Sell
1,981
-4
-0.2% -$1.64K 0.08% 253
2023
Q3 		$779K Buy
1,985
+1
+0.1% +$409 0.08% 262
2023
Q2 		$808K Buy
1,984
+68
+4% +$26.2K 0.07% 281
2023
Q1 		$721K Buy
1,916
+11
+0.6% +$4.03K 0.07% 324
2022
Q4 		$669K Sell
1,905
-40
-2% -$14.1K 0.06% 415
2022
Q3 		$639K Buy
1,945
+1,125
+137% +$411K 0.06% 431
2022
Q2 		$284K Sell
820
-248
-23% -$93.4K 0.03% 730
2022
Q1 		$443K Sell
1,068
-88
-8% -$36K 0.04% 569
2021
Q4 		$505K Buy
+1,156
New +$488K 0.05% 501

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Schechter Investment Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.9% in Q1 2025, selling an estimated $24.9K and leaving 2,337 shares worth $1.2M. The position accounts for 0.1% of the portfolio, ranked #202.

Schechter Investment Advisors first reported a position in VOO in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.28M in Q4 2024. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • Schechter Investment Advisors held 2,337 shares of Vanguard S&P 500 ETF worth $1.2M as of Q1 2025.
  • Schechter Investment Advisors sold 46 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $24.9K.
  • Vanguard S&P 500 ETF made up 0.1% of Schechter Investment Advisors's portfolio in Q1 2025, its #202 holding.
  • Schechter Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Vanguard S&P 500 ETF position peaked at $1.28M in Q4 2024.
  • 3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

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