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Plancorp LLC’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Plancorp LLC’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
2022
Q1 		– Sell
-1,207
Closed -$260K – 257
2021
Q4 		$260K Sell
1,207
-3
-0.2% -$632 0.02% 210
2021
Q3 		$240K Hold
1,210
– – 0.02% 210
2021
Q2 		$241K Hold
1,210
– – 0.02% 199
2021
Q1 		$224K Hold
1,210
– – 0.05% 192
2020
Q4 		$211K Buy
+1,210
New +$198K 0.05% 188

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Plancorp LLC's VTHR Position: Q1 2022 in Review

Plancorp LLC sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2022, closing a stake of 1,207 shares — an estimated $260K sold.

Plancorp LLC first reported a position in VTHR in Q4 2020 and held it in 5 quarters. The position peaked at $260K in Q4 2021. 120 funds tracked by Wall St. Rank hold VTHR as of Q1 2022.

  • Plancorp LLC reported no remaining Vanguard Russell 3000 ETF position as of Q1 2022 after selling out during the quarter.
  • Plancorp LLC sold 1,207 Vanguard Russell 3000 ETF shares in Q1 2022, an estimated $260K.
  • Plancorp LLC first reported a position in Vanguard Russell 3000 ETF in Q4 2020 and held it in 5 quarters.
  • Plancorp LLC's Vanguard Russell 3000 ETF position peaked at $260K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2022.

Based on Plancorp LLC's 13F filing for Q1 2022, filed 13 May 2022.