Advisor Group’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Advisor Group’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
2019 Q4	$419K	Buy	2,857 +1,796	+169%	+$251K	﹤0.01%	1801
2019 Q3	$143K	Sell	1,061 -36	-3%	-$4.85K	﹤0.01%	2604
2019 Q2	$147K	Sell	1,097 -290	-21%	-$38.2K	﹤0.01%	2553
2019 Q1	$180K	Buy	1,387 +1,002	+260%	+$125K	﹤0.01%	2373
2018 Q4	$44K	Buy	385 +40	+12%	+$4.93K	﹤0.01%	3271
2018 Q3	$46K	Buy	+345	New	+$45.3K	﹤0.01%	3368
2018 Q2	–	Sell	-1,253	Closed	-$152K	–	5054
2018 Q1	$152K	Buy	1,253 +1	+0.1%	+$125	﹤0.01%	2199
2017 Q4	$154K	Buy	+1,252	New	+$150K	﹤0.01%	2212
2016 Q4	–	Sell	-141	Closed	-$14K	–	4629
2016 Q3	$14K	Buy	141 +25	+22%	+$2.48K	﹤0.01%	3377
2016 Q2	$11K	Buy	+116	New	+$11K	﹤0.01%	3436

Other funds holding VTHR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Advisor Group's VTHR Position: Q4 2019 in Review

Advisor Group increased its Vanguard Russell 3000 ETF (VTHR) stake by 169% in Q4 2019, buying an estimated $251K and bringing the position to 2,857 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Advisor Group first reported a position in VTHR in Q2 2016 and has held it in 10 quarters since. 73 funds tracked by Wall St. Rank hold VTHR as of Q4 2019.

Advisor Group held 2,857 shares of Vanguard Russell 3000 ETF worth $419K as of Q4 2019.
Advisor Group bought 1,796 Vanguard Russell 3000 ETF shares in Q4 2019, an estimated $251K.
Vanguard Russell 3000 ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1801 holding.
Advisor Group first reported a position in Vanguard Russell 3000 ETF in Q2 2016 and has held it in 10 quarters since.
73 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.