CIAS
VTHR icon

Capital Investment Advisory Services’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Capital Investment Advisory Services’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
2026
Q1 		$178K Hold
618
– – 0.01% 650
2025
Q4 		$185K Hold
618
– – 0.01% 618
2025
Q3 		$182K Hold
618
– – 0.01% 595
2025
Q2 		$168K Hold
618
– – 0.01% 584
2025
Q1 		$152K Hold
618
– – 0.01% 565
2024
Q4 		$160K Sell
618
-35
-5% -$9.16K 0.02% 510
2024
Q3 		$166K Sell
653
-200
-23% -$48.9K 0.02% 526
2024
Q2 		$204K Hold
853
– – 0.02% 490
2024
Q1 		$199K Hold
853
– – 0.02% 491
2023
Q4 		$182K Sell
853
-200
-19% -$39.6K 0.02% 498
2023
Q3 		$201K Buy
+1,053
New +$209K 0.02% 475

Other funds holding VTHR

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return