Brandywine Oak Private Wealth’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Brandywine Oak Private Wealth’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
2022 Q2	–	Sell	-1,138	Closed	-$232K	–	348
2022 Q1	$232K	Hold	1,138	–	–	0.03%	316
2021 Q4	$245K	Hold	1,138	–	–	0.03%	312
2021 Q3	$225K	Hold	1,138	–	–	0.03%	314
2021 Q2	$226K	Buy	+1,138	New	+$221K	0.03%	313

Other funds holding VTHR

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

Brandywine Oak Private Wealth's VTHR Position: Q2 2022 in Review

Brandywine Oak Private Wealth sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2022, closing a stake of 1,138 shares — an estimated $232K sold.

Brandywine Oak Private Wealth first reported a position in VTHR in Q2 2021 and held it in 4 quarters. The position peaked at $245K in Q4 2021. 122 funds tracked by Wall St. Rank hold VTHR as of Q2 2022.

Brandywine Oak Private Wealth reported no remaining Vanguard Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 1,138 Vanguard Russell 3000 ETF shares in Q2 2022, an estimated $232K.
Brandywine Oak Private Wealth first reported a position in Vanguard Russell 3000 ETF in Q2 2021 and held it in 4 quarters.
Brandywine Oak Private Wealth's Vanguard Russell 3000 ETF position peaked at $245K in Q4 2021.
122 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.