Bsw Wealth Partners Vanguard Russell 3000 ETF Transaction History

Bsw Wealth Partners

$676 Million
Q4 2024

A detailed history of Bsw Wealth Partners transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Bsw Wealth Partners holds 771 shares of VTHR stock, worth $187,507. This represents 0.03% of its overall portfolio holdings.

Number of Shares

771

Holding current value

$187,507

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$251.33 - $271.45 $193,775 - $209,287	771 New	771 $200,000

Others Institutions Holding VTHR

# of Institutions

207

Shares Held

4.68M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

627K
Shares

$153 Million
0.04% of portfolio
Wealthfront Advisers LLC

522K
Shares

$127 Million
0.11% of portfolio
Lincoln National Corp

460K
Shares

$112 Million
3.84% of portfolio
Cliffwater LLC Marina Del Rey, CA

262K
Shares

$63.7 Million
17.97% of portfolio
Natixis Advisors, L.P. Boston, MA

213K
Shares

$51.9 Million
0.1% of portfolio

View Full List

About VANGUARD RUSSELL 3000 ETF

Ticker VTHR
Sector ETFs
Industry ETFs

More about VTHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.

Account