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

B. Riley Wealth 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
2022
Q2 		$2.04K Buy
+12,069
New +$2.22M ﹤0.01% 213
2020
Q4 		– Sell
-49,877
Closed -$7.59M – 460
2020
Q3 		$7.59M Buy
+49,877
New +$7.5M 0.9% 26
2020
Q2 		– Sell
-49,778
Closed -$5.73M – 561
2020
Q1 		$5.73M Buy
+49,778
New +$6.88M 0.6% 40

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

B. Riley Wealth Management's VTHR Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Vanguard Russell 3000 ETF (VTHR) in Q2 2022: 12,069 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #213 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in VTHR as recently as Q3 2020.

B. Riley Wealth Management first reported a position in VTHR in Q1 2020 and has held it in 3 quarters since. The position peaked at $7.59M in Q3 2020. 122 funds tracked by Wall St. Rank hold VTHR as of Q2 2022.

  • B. Riley Wealth Management held 12,069 shares of Vanguard Russell 3000 ETF worth $2.04K as of Q2 2022.
  • Vanguard Russell 3000 ETF was a new B. Riley Wealth Management position in Q2 2022.
  • Vanguard Russell 3000 ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #213 holding.
  • B. Riley Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q1 2020 and has held it in 3 quarters since.
  • B. Riley Wealth Management's Vanguard Russell 3000 ETF position peaked at $7.59M in Q3 2020.
  • 122 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.