Schechter Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,715	Closed	-$201K	–	688
2024 Q4	$201K	Hold	1,715	–	–	0.02%	579
2024 Q3	$205K	Buy	+1,715	New	+$197K	0.02%	590
2024 Q2	–	Sell	-3,808	Closed	-$421K	–	684
2024 Q1	$421K	Hold	3,808	–	–	0.03%	418
2023 Q4	$392K	Sell	3,808 -1,388	-27%	-$134K	0.03%	399
2023 Q3	$484K	Hold	5,196	–	–	0.05%	348
2023 Q2	$504K	Hold	5,196	–	–	0.05%	384
2023 Q1	$479K	Sell	5,196 -529	-9%	-$47.9K	0.04%	416
2022 Q4	$493K	Buy	5,725 +529	+10%	+$45.2K	0.05%	510
2022 Q3	$410K	Hold	5,196	–	–	0.04%	572
2022 Q2	$443K	Hold	5,196	–	–	0.04%	566
2022 Q1	$526K	Sell	5,196 -9,398	-64%	-$952K	0.05%	514
2021 Q4	$1.57M	Buy	+14,594	New	+$1.55M	0.14%	172

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2025, closing a stake of 1,715 shares — an estimated $201K sold.

Schechter Investment Advisors first reported a position in VT in Q4 2021 and held it in 12 quarters. The position peaked at $1.57M in Q4 2021. 1,018 funds tracked by Wall St. Rank hold VT as of Q1 2025.

Schechter Investment Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2025 after selling out during the quarter.
Schechter Investment Advisors sold 1,715 Vanguard Total World Stock ETF shares in Q1 2025, an estimated $201K.
Schechter Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and held it in 12 quarters.
Schechter Investment Advisors's Vanguard Total World Stock ETF position peaked at $1.57M in Q4 2021.
1,018 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2025.

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