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Gratus Capital’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Gratus Capital’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
2024
Q2 		$46.6M Buy
194,586
+4,098
+2% +$951K 1.87% 8
2024
Q1 		$44.4M Buy
+190,488
New +$42.2M 2.04% 7

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Gratus Capital's VTHR Position: Q2 2024 in Review

Gratus Capital increased its Vanguard Russell 3000 ETF (VTHR) stake by 2.2% in Q2 2024, buying an estimated $951K and bringing the position to 194,586 shares worth $46.6M. The position accounts for 1.87% of the portfolio, ranked #8.

Gratus Capital first reported a position in VTHR in Q1 2024 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold VTHR as of Q2 2024.

  • Gratus Capital held 194,586 shares of Vanguard Russell 3000 ETF worth $46.6M as of Q2 2024.
  • Gratus Capital bought 4,098 Vanguard Russell 3000 ETF shares in Q2 2024, an estimated $951K.
  • Vanguard Russell 3000 ETF made up 1.87% of Gratus Capital's portfolio in Q2 2024, its #8 holding.
  • Gratus Capital first reported a position in Vanguard Russell 3000 ETF in Q1 2024 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.