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Requisite Capital Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Requisite Capital Management’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
2021
Q3 		– Sell
-1,398
Closed -$279K – 92
2021
Q2 		$279K Sell
1,398
-2,766
-66% -$536K 0.05% 66
2021
Q1 		$770K Buy
+4,164
New +$752K 0.18% 32

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Requisite Capital Management's VTHR Position: Q3 2021 in Review

Requisite Capital Management sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2021, closing a stake of 1,398 shares — an estimated $279K sold.

Requisite Capital Management first reported a position in VTHR in Q1 2021 and held it in 2 quarters. The position peaked at $770K in Q1 2021. 103 funds tracked by Wall St. Rank hold VTHR as of Q3 2021.

  • Requisite Capital Management reported no remaining Vanguard Russell 3000 ETF position as of Q3 2021 after selling out during the quarter.
  • Requisite Capital Management sold 1,398 Vanguard Russell 3000 ETF shares in Q3 2021, an estimated $279K.
  • Requisite Capital Management first reported a position in Vanguard Russell 3000 ETF in Q1 2021 and held it in 2 quarters.
  • Requisite Capital Management's Vanguard Russell 3000 ETF position peaked at $770K in Q1 2021.
  • 103 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2021.

Based on Requisite Capital Management's 13F filing for Q3 2021, filed 16 Nov 2021.