PCMC
VTHR icon

Private Capital Management (Colorado)’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Private Capital Management (Colorado)’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
-272
Closed -$69K – 286
2024
Q3 		$69K Hold
272
– – 0.01% 221
2024
Q2 		$65.2K Buy
+272
New +$63.1K 0.01% 178

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
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Private Capital Management (Colorado)'s VTHR Position: Q4 2024 in Review

Private Capital Management (Colorado) sold out of Vanguard Russell 3000 ETF (VTHR) in Q4 2024, closing a stake of 272 shares — an estimated $69K sold.

Private Capital Management (Colorado) first reported a position in VTHR in Q2 2024 and held it in 2 quarters. The position peaked at $69K in Q3 2024. 191 funds tracked by Wall St. Rank hold VTHR as of Q4 2024.

  • Private Capital Management (Colorado) reported no remaining Vanguard Russell 3000 ETF position as of Q4 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 272 Vanguard Russell 3000 ETF shares in Q4 2024, an estimated $69K.
  • Private Capital Management (Colorado) first reported a position in Vanguard Russell 3000 ETF in Q2 2024 and held it in 2 quarters.
  • Private Capital Management (Colorado)'s Vanguard Russell 3000 ETF position peaked at $69K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.