CAL
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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 $432B AUM 30.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return