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Portfolio Strategies’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Portfolio Strategies’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
-8,183
Closed -$1.91M – 129
2024
Q1 		$1.91M Buy
+8,183
New +$1.81M 0.13% 50

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies's VTHR Position: Q2 2024 in Review

Portfolio Strategies sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2024, closing a stake of 8,183 shares — an estimated $1.91M sold.

Portfolio Strategies first reported a position in VTHR in Q1 2024 and held it in 1 quarter. The position peaked at $1.91M in Q1 2024. 168 funds tracked by Wall St. Rank hold VTHR as of Q2 2024.

  • Portfolio Strategies reported no remaining Vanguard Russell 3000 ETF position as of Q2 2024 after selling out during the quarter.
  • Portfolio Strategies sold 8,183 Vanguard Russell 3000 ETF shares in Q2 2024, an estimated $1.91M.
  • Portfolio Strategies first reported a position in Vanguard Russell 3000 ETF in Q1 2024 and held it in 1 quarter.
  • Portfolio Strategies's Vanguard Russell 3000 ETF position peaked at $1.91M in Q1 2024.
  • 168 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.