Schechter Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$495K	Hold	10,939	–	–	0.04%	371
2024 Q4	$482K	Sell	10,939 -386	-3%	-$17.9K	0.04%	393
2024 Q3	$542K	Hold	11,325	–	–	0.04%	381
2024 Q2	$496K	Hold	11,325	–	–	0.04%	374
2024 Q1	$473K	Buy	+11,325	New	+$462K	0.04%	386
2023 Q4	–	Sell	-6,484	Closed	-$254K	–	679
2023 Q3	$254K	Buy	+6,484	New	+$265K	0.02%	494
2022 Q2	–	Sell	-5,967	Closed	-$275K	–	1009
2022 Q1	$275K	Sell	5,967 -1,691	-22%	-$81.3K	0.03%	735
2021 Q4	$379K	Buy	+7,658	New	+$386K	0.03%	601

Other funds holding VWO

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

Schechter Investment Advisors held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q1 2025 at 10,939 shares worth $495K. The position accounts for 0.04% of the portfolio, ranked #371.

Schechter Investment Advisors first reported a position in VWO in Q4 2021 and has held it in 8 quarters since. The position peaked at $542K in Q3 2024. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

Schechter Investment Advisors held 10,939 shares of Vanguard FTSE Emerging Markets ETF worth $495K as of Q1 2025.
Schechter Investment Advisors left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q1 2025.
Vanguard FTSE Emerging Markets ETF made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #371 holding.
Schechter Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 8 quarters since.
Schechter Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $542K in Q3 2024.
2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

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