RCAG
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Rehmann Capital Advisory Group’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Rehmann Capital Advisory Group’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
-872
Closed -$203K – 593
2024
Q1 		$203K Buy
+872
New +$193K 0.02% 552
2022
Q1 		– Sell
-954
Closed -$206K – 592
2021
Q4 		$206K Buy
+954
New +$201K 0.02% 526
2020
Q2 		– Sell
-2,309
Closed -$266K – 450
2020
Q1 		$266K Buy
+2,309
New +$319K 0.04% 309
2019
Q3 		– Sell
-909
Closed -$122K – 2135
2019
Q2 		$122K Buy
909
+5
+0.6% +$659 0.02% 558
2019
Q1 		$117K Buy
+904
New +$113K 0.02% 546
2018
Q4 		– Sell
-967
Closed -$129K – 2131
2018
Q3 		$129K Buy
967
+89
+10% +$11.7K 0.02% 518
2018
Q2 		$110K Buy
878
+535
+156% +$66.7K 0.02% 537
2018
Q1 		$42K Buy
+343
New +$43K 0.01% 830

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return