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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 $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

Rehmann Capital Advisory Group's VTHR Position: Q2 2024 in Review

Rehmann Capital Advisory Group sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2024, closing a stake of 872 shares — an estimated $203K sold.

Rehmann Capital Advisory Group first reported a position in VTHR in Q1 2018 and held it in 8 quarters. The position peaked at $266K in Q1 2020. 168 funds tracked by Wall St. Rank hold VTHR as of Q2 2024.

  • Rehmann Capital Advisory Group reported no remaining Vanguard Russell 3000 ETF position as of Q2 2024 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 872 Vanguard Russell 3000 ETF shares in Q2 2024, an estimated $203K.
  • Rehmann Capital Advisory Group first reported a position in Vanguard Russell 3000 ETF in Q1 2018 and held it in 8 quarters.
  • Rehmann Capital Advisory Group's Vanguard Russell 3000 ETF position peaked at $266K in Q1 2020.
  • 168 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2024.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.