Veritable’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Veritable’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
2023 Q3	–	Sell	-3,995	Closed	-$789K	–	803
2023 Q2	$789K	Buy	+3,995	New	+$748K	0.01%	423

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Veritable's VTHR Position: Q3 2023 in Review

Veritable sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2023, closing a stake of 3,995 shares — an estimated $789K sold.

Veritable first reported a position in VTHR in Q2 2023 and held it in 1 quarter. The position peaked at $789K in Q2 2023. 136 funds tracked by Wall St. Rank hold VTHR as of Q3 2023.

Veritable reported no remaining Vanguard Russell 3000 ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 3,995 Vanguard Russell 3000 ETF shares in Q3 2023, an estimated $789K.
Veritable first reported a position in Vanguard Russell 3000 ETF in Q2 2023 and held it in 1 quarter.
Veritable's Vanguard Russell 3000 ETF position peaked at $789K in Q2 2023.
136 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.