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Pathstone Family Office’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Pathstone Family Office’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 		$762K Buy
+3,995
New +$793K 0.01% 832

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

Pathstone Family Office's VTHR Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Vanguard Russell 3000 ETF (VTHR) in Q3 2023: 3,995 shares worth $762K. The stake represents 0.01% of the portfolio and ranks #832 among its holdings.

136 funds tracked by Wall St. Rank hold VTHR as of Q3 2023.

  • Pathstone Family Office held 3,995 shares of Vanguard Russell 3000 ETF worth $762K as of Q3 2023.
  • Vanguard Russell 3000 ETF was a new Pathstone Family Office position in Q3 2023.
  • Vanguard Russell 3000 ETF made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #832 holding.
  • 136 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.