Schechter Investment Advisors, LLC Vanguard Value ETF Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 217,179 shares of VTV stock, worth $38.7 Million. This represents 4.4% of its overall portfolio holdings.

Number of Shares

217,179

Previous 218,153 0.45%

Holding current value

$38.7 Million

Previous $36.9 Million 1.58%

% of portfolio

4.4%

Previous 3.91%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$167.73 - $179.21 $163,369 - $174,550	-974 Reduced 0.45%	217,179 $37.5 Million
Q4 2024 Feb 06, 2025	BUY	$168.32 - $181.87 $1.33 Million - $1.43 Million	7,877 Added 3.75%	218,153 $36.9 Million
Q3 2024 Nov 12, 2024	SELL	$159.75 - $174.57 $437,715 - $478,321	-2,740 Reduced 1.29%	210,276 $36.7 Million
Q2 2024 Aug 12, 2024	BUY	$154.57 - $163.65 $855,854 - $906,130	5,537 Added 2.67%	213,016 $34.2 Million
Q1 2024 May 06, 2024	SELL	$147.46 - $162.86 $217,061 - $239,729	-1,472 Reduced 0.7%	207,479 $33.8 Million
Q4 2023 Jan 17, 2024	SELL	$131.82 - $149.95 $1.89 Million - $2.15 Million	-14,307 Reduced 6.41%	208,951 $31.2 Million
Q3 2023 Nov 06, 2023	SELL	$137.93 - $147.18 $433,927 - $463,028	-3,146 Reduced 1.39%	223,258 $30.8 Million
Q2 2023 Jul 26, 2023	SELL	$134.74 - $142.42 $211,541 - $223,599	-1,570 Reduced 0.69%	226,404 $32.2 Million
Q1 2023 Apr 28, 2023	BUY	$132.13 - $144.96 $2.31 Million - $2.53 Million	17,479 Added 8.3%	227,974 $31.5 Million
Q4 2022 Feb 13, 2023	BUY	$124.69 - $146.24 $176,186 - $206,637	1,413 Added 0.68%	210,495 $29.5 Million
Q3 2022 Nov 04, 2022	BUY	$123.48 - $143.43 $1.92 Million - $2.23 Million	15,574 Added 8.05%	209,082 $25.8 Million
Q2 2022 Nov 03, 2022	BUY	$128.01 - $150.8 $24.8 Million - $29.2 Million	193,508 New	193,508 $25.5 Million
Q1 2022 Nov 18, 2022	SELL	$140.46 - $150.33 $2.88 Million - $3.08 Million	-20,470 Reduced 9.79%	188,612 $27.9 Million
Q4 2021 Dec 27, 2022	SELL	$136.43 - $147.24 $4.04 Million - $4.36 Million	-29,591 Reduced 14.15%	179,491 $26.4 Million

Others Institutions Holding VTV

# of Institutions

2,644

Shares Held

562M

Call Options Held

182K

Put Options Held

65.4K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Schechter Investment Advisors, LLC Vanguard Value ETF Transaction History