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VTHR icon

SVB Wealth’s Vanguard Russell 3000 ETF VTHR Stock Holding History

SVB Wealth’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 		– Sell
-77,992
Closed -$18.7M – 607
2024
Q2 		$18.7M Sell
77,992
-77,993
-50% -$18.1M 0.46% 37
2024
Q1 		$36.3M Buy
155,985
+75,623
+94% +$16.8M 0.81% 21
2023
Q4 		$17.1M Buy
+80,362
New +$15.9M 0.42% 59

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

SVB Wealth's VTHR Position: Q3 2024 in Review

SVB Wealth sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2024, closing a stake of 77,992 shares — an estimated $18.7M sold.

SVB Wealth first reported a position in VTHR in Q4 2023 and held it in 3 quarters. The position peaked at $36.3M in Q1 2024. 167 funds tracked by Wall St. Rank hold VTHR as of Q3 2024.

  • SVB Wealth reported no remaining Vanguard Russell 3000 ETF position as of Q3 2024 after selling out during the quarter.
  • SVB Wealth sold 77,992 Vanguard Russell 3000 ETF shares in Q3 2024, an estimated $18.7M.
  • SVB Wealth first reported a position in Vanguard Russell 3000 ETF in Q4 2023 and held it in 3 quarters.
  • SVB Wealth's Vanguard Russell 3000 ETF position peaked at $36.3M in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2024.

Based on SVB Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.