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 $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return