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Castleview Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Castleview Partners’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
2021
Q2 		$406K Buy
+2,039
New +$395K 0.18% 113

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Castleview Partners's VTHR Position: Q2 2021 in Review

Castleview Partners opened a new position in Vanguard Russell 3000 ETF (VTHR) in Q2 2021: 2,039 shares worth $406K. The stake represents 0.18% of the portfolio and ranks #113 among its holdings.

107 funds tracked by Wall St. Rank hold VTHR as of Q2 2021.

  • Castleview Partners held 2,039 shares of Vanguard Russell 3000 ETF worth $406K as of Q2 2021.
  • Vanguard Russell 3000 ETF was a new Castleview Partners position in Q2 2021.
  • Vanguard Russell 3000 ETF made up 0.18% of Castleview Partners's portfolio in Q2 2021, its #113 holding.
  • 107 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.