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B. Riley Wealth Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

B. Riley Wealth 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
2024
Q2 		– Sell
-10,170
Closed -$1.94M – 1613
2024
Q1 		$1.94M Buy
+10,170
New +$2.25M 0.05% 368
2023
Q4 		– Sell
-10,170
Closed -$1.94M – 1512
2023
Q3 		$1.94M Sell
10,170
-348
-3% -$69.1K 0.05% 368
2023
Q2 		$2.08M Sell
10,518
-542
-5% -$101K 0.05% 364
2023
Q1 		$2.03M Sell
11,060
-111
-1% -$19.9K 0.05% 339
2022
Q4 		$1.92M Sell
11,171
-418
-4% -$72.2K 0.05% 345
2022
Q3 		$1.87M Buy
+11,589
New +$2.07M 0.06% 325

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

B. Riley Wealth Advisors's VTHR Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2024, closing a stake of 10,170 shares — an estimated $1.94M sold.

B. Riley Wealth Advisors first reported a position in VTHR in Q3 2022 and held it in 6 quarters. The position peaked at $2.08M in Q2 2023. 168 funds tracked by Wall St. Rank hold VTHR as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Vanguard Russell 3000 ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,170 Vanguard Russell 3000 ETF shares in Q2 2024, an estimated $1.94M.
  • B. Riley Wealth Advisors first reported a position in Vanguard Russell 3000 ETF in Q3 2022 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Vanguard Russell 3000 ETF position peaked at $2.08M in Q2 2023.
  • 168 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.