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VTHR icon

Foster Dykema Cabot & Co’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Foster Dykema Cabot & Co’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
2023
Q3 		– Sell
-1,252
Closed -$247K – 391
2023
Q2 		$247K Buy
+1,252
New +$234K 0.03% 85

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Foster Dykema Cabot & Co's VTHR Position: Q3 2023 in Review

Foster Dykema Cabot & Co sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2023, closing a stake of 1,252 shares — an estimated $247K sold.

Foster Dykema Cabot & Co first reported a position in VTHR in Q2 2023 and held it in 1 quarter. The position peaked at $247K in Q2 2023. 136 funds tracked by Wall St. Rank hold VTHR as of Q3 2023.

  • Foster Dykema Cabot & Co reported no remaining Vanguard Russell 3000 ETF position as of Q3 2023 after selling out during the quarter.
  • Foster Dykema Cabot & Co sold 1,252 Vanguard Russell 3000 ETF shares in Q3 2023, an estimated $247K.
  • Foster Dykema Cabot & Co first reported a position in Vanguard Russell 3000 ETF in Q2 2023 and held it in 1 quarter.
  • Foster Dykema Cabot & Co's Vanguard Russell 3000 ETF position peaked at $247K in Q2 2023.
  • 136 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.