RJFSA
VTHR icon

Raymond James Financial Services Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Raymond James Financial Services 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
Q3 		$2.99M Buy
11,776
+33
+0.3% +$8.07K ﹤0.01% 1508
2024
Q2 		$2.81M Buy
11,743
+3,005
+34% +$697K ﹤0.01% 1474
2024
Q1 		$2.04M Sell
8,738
-210
-2% -$46.6K ﹤0.01% 1632
2023
Q4 		$1.9M Sell
8,948
-91
-1% -$18K ﹤0.01% 1607
2023
Q3 		$1.72M Sell
9,039
-326
-3% -$64.7K ﹤0.01% 1579
2023
Q2 		$1.85M Buy
9,365
+5,049
+117% +$945K ﹤0.01% 1549
2023
Q1 		$791K Sell
4,316
-898
-17% -$161K ﹤0.01% 2058
2022
Q4 		$896K Buy
5,214
+3,240
+164% +$560K ﹤0.01% 1910
2022
Q3 		$318K Hold
1,974
– – ﹤0.01% 2534
2022
Q2 		$334K Buy
1,974
+259
+15% +$47.7K ﹤0.01% 2519
2022
Q1 		$350K Hold
1,715
– – ﹤0.01% 2606
2021
Q4 		$370K Sell
1,715
-155
-8% -$32.6K ﹤0.01% 2563
2021
Q3 		$370K Buy
1,870
+648
+53% +$132K ﹤0.01% 2555
2021
Q2 		$243K Buy
+1,222
New +$237K ﹤0.01% 2867
2020
Q4 		– Sell
-1,625
Closed -$247K – 3088
2020
Q3 		$247K Sell
1,625
-100
-6% -$15K ﹤0.01% 2403
2020
Q2 		$241K Buy
+1,725
New +$227K ﹤0.01% 2375
2020
Q1 		– Sell
-1,959
Closed -$287K – 2864
2019
Q4 		$287K Buy
1,959
+1
+0.1% +$140 ﹤0.01% 2342
2019
Q3 		$265K Buy
+1,958
New +$264K ﹤0.01% 2318

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 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 $49B AUM 25.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Raymond James Financial Services Advisors's VTHR Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Vanguard Russell 3000 ETF (VTHR) stake by 0.28% in Q3 2024, buying an estimated $8.07K and bringing the position to 11,776 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Raymond James Financial Services Advisors first reported a position in VTHR in Q3 2019 and has held it in 18 quarters since. 167 funds tracked by Wall St. Rank hold VTHR as of Q3 2024.

  • Raymond James Financial Services Advisors held 11,776 shares of Vanguard Russell 3000 ETF worth $2.99M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 33 Vanguard Russell 3000 ETF shares in Q3 2024, an estimated $8.07K.
  • Vanguard Russell 3000 ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1508 holding.
  • Raymond James Financial Services Advisors first reported a position in Vanguard Russell 3000 ETF in Q3 2019 and has held it in 18 quarters since.
  • 167 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.