Plante Moran Financial Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Plante Moran Financial 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 Q4	–	Sell	-14	Closed	-$3.6K	–	993
2024 Q3	$3.6K	Hold	14	–	–	﹤0.01%	714
2024 Q2	$3.4K	Hold	14	–	–	﹤0.01%	678
2024 Q1	$3.31K	Hold	14	–	–	﹤0.01%	723
2023 Q4	$3.02K	Hold	14	–	–	﹤0.01%	688
2023 Q3	$2.71K	Hold	14	–	–	﹤0.01%	645
2023 Q2	$2.81K	Hold	14	–	–	﹤0.01%	668
2023 Q1	$2.6K	Hold	14	–	–	﹤0.01%	687
2022 Q4	$2.44K	Hold	14	–	–	﹤0.01%	729
2022 Q3	$2K	Hold	14	–	–	﹤0.01%	801
2022 Q2	$2K	Hold	14	–	–	﹤0.01%	856
2022 Q1	$3K	Hold	14	–	–	﹤0.01%	725
2021 Q4	$3K	Hold	14	–	–	﹤0.01%	897
2021 Q3	$3K	Hold	14	–	–	﹤0.01%	847
2021 Q2	$3K	Hold	14	–	–	﹤0.01%	865
2021 Q1	$3K	Sell	14 -1,536	-99%	-$278K	﹤0.01%	882
2020 Q4	$270K	Hold	1,550	–	–	0.08%	133
2020 Q3	$236K	Buy	+1,550	New	+$233K	0.08%	132

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Plante Moran Financial Advisors's VTHR Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of Vanguard Russell 3000 ETF (VTHR) in Q4 2024, closing a stake of 14 shares — an estimated $3.6K sold.

Plante Moran Financial Advisors first reported a position in VTHR in Q3 2020 and held it in 17 quarters. The position peaked at $270K in Q4 2020. 191 funds tracked by Wall St. Rank hold VTHR as of Q4 2024.

Plante Moran Financial Advisors reported no remaining Vanguard Russell 3000 ETF position as of Q4 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 14 Vanguard Russell 3000 ETF shares in Q4 2024, an estimated $3.6K.
Plante Moran Financial Advisors first reported a position in Vanguard Russell 3000 ETF in Q3 2020 and held it in 17 quarters.
Plante Moran Financial Advisors's Vanguard Russell 3000 ETF position peaked at $270K in Q4 2020.
191 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.