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Capital Analysts LLC’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Capital Analysts LLC’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
2024
Q3 		– Sell
-40
Closed -$10K – 1368
2024
Q2 		$10K Hold
40
– – ﹤0.01% 960
2024
Q1 		$9K Buy
+40
New +$8.87K ﹤0.01% 939
2018
Q4 		– Sell
-155
Closed -$21K – 627
2018
Q3 		$21K Hold
155
– – ﹤0.01% 389
2018
Q2 		$19K Hold
155
– – ﹤0.01% 411
2018
Q1 		$19K Hold
155
– – ﹤0.01% 402
2017
Q4 		$19K Buy
+155
New +$18.5K ﹤0.01% 369

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Analysts LLC's VTHR Position: Q3 2024 in Review

Capital Analysts LLC sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2024, closing a stake of 40 shares — an estimated $10K sold.

Capital Analysts LLC first reported a position in VTHR in Q4 2017 and held it in 6 quarters. The position peaked at $21K in Q3 2018. 167 funds tracked by Wall St. Rank hold VTHR as of Q3 2024.

  • Capital Analysts LLC reported no remaining Vanguard Russell 3000 ETF position as of Q3 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 40 Vanguard Russell 3000 ETF shares in Q3 2024, an estimated $10K.
  • Capital Analysts LLC first reported a position in Vanguard Russell 3000 ETF in Q4 2017 and held it in 6 quarters.
  • Capital Analysts LLC's Vanguard Russell 3000 ETF position peaked at $21K in Q3 2018.
  • 167 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2024.

Based on Capital Analysts LLC's 13F filing for Q3 2024, filed 13 Nov 2024.