CPA
VTHR icon

Cardiff Park Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Cardiff Park 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
2022
Q3 		– Sell
-2,762
Closed -$467K – 335
2022
Q2 		$467K Buy
2,762
+2,528
+1,080% +$466K 0.07% 145
2022
Q1 		$48K Buy
+234
New +$47.1K 0.01% 281

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Cardiff Park Advisors's VTHR Position: Q3 2022 in Review

Cardiff Park Advisors sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2022, closing a stake of 2,762 shares — an estimated $467K sold.

Cardiff Park Advisors first reported a position in VTHR in Q1 2022 and held it in 2 quarters. The position peaked at $467K in Q2 2022. 123 funds tracked by Wall St. Rank hold VTHR as of Q3 2022.

  • Cardiff Park Advisors reported no remaining Vanguard Russell 3000 ETF position as of Q3 2022 after selling out during the quarter.
  • Cardiff Park Advisors sold 2,762 Vanguard Russell 3000 ETF shares in Q3 2022, an estimated $467K.
  • Cardiff Park Advisors first reported a position in Vanguard Russell 3000 ETF in Q1 2022 and held it in 2 quarters.
  • Cardiff Park Advisors's Vanguard Russell 3000 ETF position peaked at $467K in Q2 2022.
  • 123 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2022.

Based on Cardiff Park Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.