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Axiom Investment Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Axiom Investment Management’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
Q3 		– Sell
-237
Closed -$32K – 416
2019
Q2 		$32K Sell
237
-2,097
-90% -$276K 0.01% 418
2019
Q1 		$302K Sell
2,334
-2,250
-49% -$280K 0.06% 287
2018
Q4 		$522K Buy
+4,584
New +$565K 0.11% 182

Other funds holding VTHR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Axiom Investment Management's VTHR Position: Q3 2019 in Review

Axiom Investment Management sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2019, closing a stake of 237 shares — an estimated $32K sold.

Axiom Investment Management first reported a position in VTHR in Q4 2018 and held it in 3 quarters. The position peaked at $522K in Q4 2018. 66 funds tracked by Wall St. Rank hold VTHR as of Q3 2019.

  • Axiom Investment Management reported no remaining Vanguard Russell 3000 ETF position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 237 Vanguard Russell 3000 ETF shares in Q3 2019, an estimated $32K.
  • Axiom Investment Management first reported a position in Vanguard Russell 3000 ETF in Q4 2018 and held it in 3 quarters.
  • Axiom Investment Management's Vanguard Russell 3000 ETF position peaked at $522K in Q4 2018.
  • 66 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.