Baird Financial Group
VTHR icon

Baird Financial Group’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Baird Financial Group’s Portfolio VTHR Stock Details VTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,246
Closed -$238K – 1805
2023
Q3 		$238K Sell
1,246
-128
-9% -$25.4K ﹤0.01% 1575
2023
Q2 		$271K Hold
1,374
– – ﹤0.01% 1533
2023
Q1 		$252K Buy
1,374
+29
+2% +$5.21K ﹤0.01% 1550
2022
Q4 		$231K Hold
1,345
– – ﹤0.01% 1558
2022
Q3 		$217K Buy
+1,345
New +$240K ﹤0.01% 1579

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Baird Financial Group's VTHR Position: Q4 2023 in Review

Baird Financial Group sold out of Vanguard Russell 3000 ETF (VTHR) in Q4 2023, closing a stake of 1,246 shares — an estimated $238K sold.

Baird Financial Group first reported a position in VTHR in Q3 2022 and held it in 5 quarters. The position peaked at $271K in Q2 2023. 145 funds tracked by Wall St. Rank hold VTHR as of Q4 2023.

  • Baird Financial Group reported no remaining Vanguard Russell 3000 ETF position as of Q4 2023 after selling out during the quarter.
  • Baird Financial Group sold 1,246 Vanguard Russell 3000 ETF shares in Q4 2023, an estimated $238K.
  • Baird Financial Group first reported a position in Vanguard Russell 3000 ETF in Q3 2022 and held it in 5 quarters.
  • Baird Financial Group's Vanguard Russell 3000 ETF position peaked at $271K in Q2 2023.
  • 145 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q4 2023.

Based on Baird Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.