CPA
VTHR icon

Capital Planning Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Capital Planning Advisors’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 		$544K Hold
1,891
– – 0.08% 103
2025
Q4 		$568K Hold
1,891
– – 0.08% 112
2025
Q3 		$557K Hold
1,891
– – 0.08% 105
2025
Q2 		$516K Hold
1,891
– – 0.08% 95
2025
Q1 		$467K Sell
1,891
-420
-18% -$109K 0.07% 101
2024
Q4 		$600K Hold
2,311
– – 0.09% 95
2024
Q3 		$586K Hold
2,311
– – 0.09% 92
2024
Q2 		$554K Buy
2,311
+430
+23% +$99.7K 0.09% 92
2024
Q1 		$438K Buy
1,881
+440
+31% +$97.6K 0.08% 106
2023
Q4 		$307K Buy
+1,441
New +$286K 0.06% 114

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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