HC Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

HC Advisors’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	–	Sell	-9,825	Closed	-$2.29M	–	86
2024 Q1	$2.29M	Buy	9,825 +850	+9%	+$188K	1.09%	23
2023 Q4	$1.91M	Hold	8,975	–	–	1.07%	24
2023 Q3	$1.71M	Hold	8,975	–	–	1.02%	25
2023 Q2	$1.77M	Hold	8,975	–	–	1.03%	25
2023 Q1	$1.65M	Hold	8,975	–	–	1.02%	23
2022 Q4	$1.54M	Hold	8,975	–	–	1.05%	22
2022 Q3	$1.45M	Buy	8,975 +3,275	+57%	+$585K	1%	26
2022 Q2	$963K	Buy	5,700 +4,450	+356%	+$819K	0.69%	33
2022 Q1	$255K	Sell	1,250 -1,300	-51%	-$262K	0.16%	71
2021 Q4	$550K	Hold	2,550	–	–	0.34%	44
2021 Q3	$505K	Hold	2,550	–	–	0.33%	43
2021 Q2	$508K	Hold	2,550	–	–	0.31%	44
2021 Q1	$471K	Hold	2,550	–	–	0.3%	43
2020 Q4	$444K	Hold	2,550	–	–	0.3%	48
2020 Q3	$388K	Hold	2,550	–	–	0.31%	43
2020 Q2	$357K	Buy	+2,550	New	+$336K	0.3%	55

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HC Advisors's VTHR Position: Q2 2024 in Review

HC Advisors sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2024, closing a stake of 9,825 shares — an estimated $2.29M sold.

HC Advisors first reported a position in VTHR in Q2 2020 and held it in 16 quarters. The position peaked at $2.29M in Q1 2024. 168 funds tracked by Wall St. Rank hold VTHR as of Q2 2024.

HC Advisors reported no remaining Vanguard Russell 3000 ETF position as of Q2 2024 after selling out during the quarter.
HC Advisors sold 9,825 Vanguard Russell 3000 ETF shares in Q2 2024, an estimated $2.29M.
HC Advisors first reported a position in Vanguard Russell 3000 ETF in Q2 2020 and held it in 16 quarters.
HC Advisors's Vanguard Russell 3000 ETF position peaked at $2.29M in Q1 2024.
168 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2024.

Based on HC Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.