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Schechter Investment Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Schechter Investment Advisors’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$13.4M Sell
77,522
-290
-0.4% -$54.9K 1.1% 18
2024
Q4 		$14.8M Buy
77,812
+68
+0.1% +$13.1K 1.13% 17
2024
Q3 		$14.1M Buy
77,744
+1,846
+2% +$323K 1.04% 19
2024
Q2 		$12.8M Sell
75,898
-3,511
-4% -$593K 0.97% 24
2024
Q1 		$13.9M Buy
79,409
+1,114
+1% +$185K 1.04% 23
2023
Q4 		$12.9M Sell
78,295
-2,852
-4% -$419K 1.12% 18
2023
Q3 		$11.6M Buy
81,147
+141
+0.2% +$21.1K 1.13% 18
2023
Q2 		$12.1M Buy
81,006
+2,337
+3% +$328K 1.08% 18
2023
Q1 		$11M Buy
78,669
+1,571
+2% +$223K 1.02% 17
2022
Q4 		$10.2M Buy
77,098
+3,496
+5% +$474K 0.94% 12
2022
Q3 		$9.36M Buy
73,602
+8,849
+14% +$1.25M 0.92% 10
2022
Q2 		$8.49M Buy
64,753
+1,345
+2% +$196K 0.83% 13
2022
Q1 		$10.5M Buy
63,408
+1,371
+2% +$226K 0.98% 10
2021
Q4 		$11.3M Buy
+62,037
New +$11.7M 1.02% 10

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Schechter Investment Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 0.37% in Q1 2025, selling an estimated $54.9K and leaving 77,522 shares worth $13.4M. The position accounts for 1.1% of the portfolio, ranked #18.

Schechter Investment Advisors first reported a position in VXF in Q4 2021 and has held it in 14 quarters since. The position peaked at $14.8M in Q4 2024. 865 funds tracked by Wall St. Rank hold VXF as of Q1 2025.

  • Schechter Investment Advisors held 77,522 shares of Vanguard Extended Market ETF worth $13.4M as of Q1 2025.
  • Schechter Investment Advisors sold 290 Vanguard Extended Market ETF shares in Q1 2025, an estimated $54.9K.
  • Vanguard Extended Market ETF made up 1.1% of Schechter Investment Advisors's portfolio in Q1 2025, its #18 holding.
  • Schechter Investment Advisors first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Vanguard Extended Market ETF position peaked at $14.8M in Q4 2024.
  • 865 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2025.

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