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Websterrogers Financial Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Websterrogers Financial Advisors’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
2022
Q2 		– Sell
-12,722
Closed -$2.6M – 66
2022
Q1 		$2.6M Buy
+12,722
New +$2.56M 1.33% 17

Other funds holding VTHR

EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Websterrogers Financial Advisors's VTHR Position: Q2 2022 in Review

Websterrogers Financial Advisors sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2022, closing a stake of 12,722 shares — an estimated $2.6M sold.

Websterrogers Financial Advisors first reported a position in VTHR in Q1 2022 and held it in 1 quarter. The position peaked at $2.6M in Q1 2022. 122 funds tracked by Wall St. Rank hold VTHR as of Q2 2022.

  • Websterrogers Financial Advisors reported no remaining Vanguard Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 12,722 Vanguard Russell 3000 ETF shares in Q2 2022, an estimated $2.6M.
  • Websterrogers Financial Advisors first reported a position in Vanguard Russell 3000 ETF in Q1 2022 and held it in 1 quarter.
  • Websterrogers Financial Advisors's Vanguard Russell 3000 ETF position peaked at $2.6M in Q1 2022.
  • 122 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2022.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.