KHC
VTHR icon

Koesten Hirschmann & Crabtree’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Koesten Hirschmann & Crabtree’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
2025
Q4 		– Sell
-454
Closed -$134K – 234
2025
Q3 		$134K Buy
454
+2
+0.4% +$566 0.06% 49
2025
Q2 		$123K Buy
452
+1
+0.2% +$252 0.06% 53
2025
Q1 		$111K Buy
451
+174
+63% +$45.3K 0.06% 52
2024
Q4 		$71.9K Buy
277
+1
+0.4% +$262 0.04% 66
2024
Q3 		$70K Sell
276
-184
-40% -$45K 0.04% 65
2024
Q2 		$107K Hold
460
– – 0.07% 57
2024
Q1 		$107K Buy
460
+258
+128% +$57.2K 0.07% 57
2023
Q4 		$43K Buy
202
+1
+0.5% +$198 0.03% 75
2023
Q3 		$38.4K Hold
201
– – 0.03% 63
2023
Q2 		$39.6K Buy
201
+1
+0.5% +$187 0.03% 67
2023
Q1 		$36.6K Buy
+200
New +$35.9K 0.03% 76

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
JSJLKF
John S. & James L. Knight Foundation Miami, Florida $131M AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return