Schechter Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$30.6M	Buy	494,334 +20,790	+4%	+$1.4M	2.52%	5
2024 Q4	$32.4M	Sell	473,544 -14,148	-3%	-$950K	2.48%	6
2024 Q3	$31.2M	Sell	487,692 -3,396	-0.7%	-$210K	2.3%	7
2024 Q2	$30.6M	Sell	491,088 -32,436	-6%	-$1.89M	2.31%	7
2024 Q1	$30M	Sell	523,524 -7,614	-1%	-$419K	2.25%	8
2023 Q4	$27.5M	Sell	531,138 -35,184	-6%	-$1.7M	2.38%	7
2023 Q3	$25.7M	Sell	566,322 -4,008	-0.7%	-$189K	2.49%	7
2023 Q2	$26.9M	Sell	570,330 -27,804	-5%	-$1.21M	2.42%	6
2023 Q1	$24.9M	Buy	598,134 +9,708	+2%	+$378K	2.3%	5
2022 Q4	$20.9M	Buy	588,426 +43,560	+8%	+$1.6M	1.91%	7
2022 Q3	$19.4M	Buy	544,866 +34,020	+7%	+$1.37M	1.91%	5
2022 Q2	$19M	Buy	510,846 +55,368	+12%	+$2.27M	1.85%	5
2022 Q1	$21.8M	Buy	455,478 +20,922	+5%	+$990K	2.03%	4
2021 Q4	$23.2M	Buy	+434,556	New	+$22.6M	2.1%	4

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Schechter Investment Advisors increased its Vanguard Growth ETF (VUG) stake by 4.4% in Q1 2025, buying an estimated $1.4M and bringing the position to 494,334 shares worth $30.6M. The position accounts for 2.52% of the portfolio, ranked #5.

Schechter Investment Advisors first reported a position in VUG in Q4 2021 and has held it in 14 quarters since. The position peaked at $32.4M in Q4 2024. 2,444 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

Schechter Investment Advisors held 494,334 shares of Vanguard Growth ETF worth $30.6M as of Q1 2025.
Schechter Investment Advisors bought 20,790 Vanguard Growth ETF shares in Q1 2025, an estimated $1.4M.
Vanguard Growth ETF made up 2.52% of Schechter Investment Advisors's portfolio in Q1 2025, its #5 holding.
Schechter Investment Advisors first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Vanguard Growth ETF position peaked at $32.4M in Q4 2024.
2,444 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2025.

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