Schechter Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.24M	Buy	4,816 +1,118	+30%	+$303K	0.1%	197
2024 Q4	$997K	Buy	3,698 +1,185	+47%	+$321K	0.08%	243
2024 Q3	$662K	Buy	2,513 +1,316	+110%	+$334K	0.05%	339
2024 Q2	$299K	Buy	1,197 +31	+3%	+$7.45K	0.02%	477
2024 Q1	$280K	Buy	1,166 +69	+6%	+$15.8K	0.02%	508
2023 Q4	$239K	Sell	1,097 -103	-9%	-$21.1K	0.02%	512
2023 Q3	$235K	Hold	1,200	–	–	0.02%	511
2023 Q2	$243K	Hold	1,200	–	–	0.02%	539
2023 Q1	$224K	Hold	1,200	–	–	0.02%	588
2022 Q4	$209K	Buy	+1,200	New	+$211K	0.02%	746
2022 Q3	–	Sell	-1,200	Closed	-$207K	–	991
2022 Q2	$207K	Hold	1,200	–	–	0.02%	835
2022 Q1	$250K	Hold	1,200	–	–	0.02%	768
2021 Q4	$265K	Buy	+1,200	New	+$257K	0.02%	715

Other funds holding VV

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Schechter Investment Advisors increased its Vanguard Large-Cap ETF (VV) stake by 30% in Q1 2025, buying an estimated $303K and bringing the position to 4,816 shares worth $1.24M. The position accounts for 0.1% of the portfolio, ranked #197.

Schechter Investment Advisors first reported a position in VV in Q4 2021 and has held it in 13 quarters since. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

Schechter Investment Advisors held 4,816 shares of Vanguard Large-Cap ETF worth $1.24M as of Q1 2025.
Schechter Investment Advisors bought 1,118 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $303K.
Vanguard Large-Cap ETF made up 0.1% of Schechter Investment Advisors's portfolio in Q1 2025, its #197 holding.
Schechter Investment Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 13 quarters since.
1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

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