SIA
VTI icon

Schechter Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Schechter Investment Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$8.04M Buy
29,255
+4,968
+20% +$1.44M 0.66% 26
2024
Q4 		$7.04M Buy
24,287
+3,333
+16% +$972K 0.54% 35
2024
Q3 		$5.93M Buy
20,954
+294
+1% +$80.2K 0.44% 45
2024
Q2 		$5.53M Buy
20,660
+32
+0.2% +$8.28K 0.42% 48
2024
Q1 		$5.36M Buy
20,628
+10,547
+105% +$2.61M 0.4% 45
2023
Q4 		$2.39M Sell
10,081
-694
-6% -$153K 0.21% 90
2023
Q3 		$2.29M Buy
10,775
+307
+3% +$68K 0.22% 84
2023
Q2 		$2.31M Sell
10,468
-134
-1% -$27.9K 0.21% 92
2023
Q1 		$2.16M Sell
10,602
-100
-0.9% -$20K 0.2% 97
2022
Q4 		$2.05M Buy
10,702
+1,454
+16% +$280K 0.19% 114
2022
Q3 		$1.66M Buy
9,248
+935
+11% +$186K 0.16% 137
2022
Q2 		$1.57M Sell
8,313
-275
-3% -$56.5K 0.15% 142
2022
Q1 		$1.96M Sell
8,588
-1,511
-15% -$340K 0.18% 107
2021
Q4 		$2.44M Buy
+10,099
New +$2.38M 0.22% 86

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Schechter Investment Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 20% in Q1 2025, buying an estimated $1.44M and bringing the position to 29,255 shares worth $8.04M. The position accounts for 0.66% of the portfolio, ranked #26.

Schechter Investment Advisors first reported a position in VTI in Q4 2021 and has held it in 14 quarters since. 3,154 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Schechter Investment Advisors held 29,255 shares of Vanguard Total Stock Market ETF worth $8.04M as of Q1 2025.
  • Schechter Investment Advisors bought 4,968 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $1.44M.
  • Vanguard Total Stock Market ETF made up 0.66% of Schechter Investment Advisors's portfolio in Q1 2025, its #26 holding.
  • Schechter Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 14 quarters since.
  • 3,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

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