FI
VTHR icon

FormulaFolio Investments’s Vanguard Russell 3000 ETF VTHR Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-1,345
Closed -$234K – 804
2020
Q4 		$234K Hold
1,345
– – ﹤0.01% 588
2020
Q3 		$205K Buy
+1,345
New +$202K 0.01% 305

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $377B AUM 19.32% 1-Year Est. Return

FormulaFolio Investments's VTHR Position: Q1 2021 in Review

FormulaFolio Investments sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2021, closing a stake of 1,345 shares — an estimated $234K sold.

FormulaFolio Investments first reported a position in VTHR in Q3 2020 and held it in 2 quarters. The position peaked at $234K in Q4 2020. 99 funds tracked by Wall St. Rank hold VTHR as of Q1 2021.

  • FormulaFolio Investments reported no remaining Vanguard Russell 3000 ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 1,345 Vanguard Russell 3000 ETF shares in Q1 2021, an estimated $234K.
  • FormulaFolio Investments first reported a position in Vanguard Russell 3000 ETF in Q3 2020 and held it in 2 quarters.
  • FormulaFolio Investments's Vanguard Russell 3000 ETF position peaked at $234K in Q4 2020.
  • 99 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.