GW
VTHR icon

GW & Wade’s Vanguard Russell 3000 ETF VTHR Stock Holding History

GW & Wade’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
Q4 		$527K Hold
2,478
– – 0.02% 285
2023
Q3 		$473K Hold
2,478
– – 0.02% 277
2023
Q2 		$489K Hold
2,478
– – 0.02% 274
2023
Q1 		$454K Hold
2,478
– – 0.02% 275
2022
Q4 		$426K Hold
2,478
– – 0.02% 275
2022
Q3 		$399K Buy
+2,478
New +$443K 0.02% 272

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

GW & Wade's VTHR Position: Q4 2023 in Review

GW & Wade held its Vanguard Russell 3000 ETF (VTHR) position steady in Q4 2023 at 2,478 shares worth $527K. The position accounts for 0.02% of the portfolio, ranked #285.

GW & Wade first reported a position in VTHR in Q3 2022 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold VTHR as of Q4 2023.

  • GW & Wade held 2,478 shares of Vanguard Russell 3000 ETF worth $527K as of Q4 2023.
  • GW & Wade left its Vanguard Russell 3000 ETF share count unchanged in Q4 2023.
  • Vanguard Russell 3000 ETF made up 0.02% of GW & Wade's portfolio in Q4 2023, its #285 holding.
  • GW & Wade first reported a position in Vanguard Russell 3000 ETF in Q3 2022 and has held it in 6 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.