Brown Advisory
VTHR icon

Brown Advisory’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Brown Advisory’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
2025
Q1 		– Sell
-27,912
Closed -$7.25M – 1420
2024
Q4 		$7.25M Sell
27,912
-41
-0.1% -$10.7K 0.01% 471
2024
Q3 		$7.09M Hold
27,953
– – 0.01% 461
2024
Q2 		$6.7M Sell
27,953
-15,749
-36% -$3.65M 0.01% 460
2024
Q1 		$10.2M Buy
43,702
+4,565
+12% +$1.01M 0.01% 417
2023
Q4 		$8.33M Buy
39,137
+61
+0.2% +$12.1K 0.01% 427
2023
Q3 		$7.45M Hold
39,076
– – 0.01% 425
2023
Q2 		$7.72M Buy
39,076
+5,366
+16% +$1M 0.01% 421
2023
Q1 		$6.18M Hold
33,710
– – 0.01% 451
2022
Q4 		$5.79M Hold
33,710
– – 0.01% 452
2022
Q3 		$5.43M Hold
33,710
– – 0.01% 444
2022
Q2 		$5.7M Buy
+33,710
New +$6.21M 0.01% 442
2015
Q3 		– Sell
-3,915
Closed -$375K – 960
2015
Q2 		$375K Buy
+3,915
New +$382K ﹤0.01% 691

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return