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D.A. Davidson & Co’s Vanguard Russell 3000 ETF VTHR Stock Holding History

D.A. Davidson & Co’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
2016
Q1 		– Sell
-150
Closed -$14K – 2348
2015
Q4 		$14K Buy
+150
New +$14.1K ﹤0.01% 1812

Other funds holding VTHR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LW
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
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

D.A. Davidson & Co's VTHR Position: Q1 2016 in Review

D.A. Davidson & Co sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2016, closing a stake of 150 shares — an estimated $14K sold.

D.A. Davidson & Co first reported a position in VTHR in Q4 2015 and held it in 1 quarter. The position peaked at $14K in Q4 2015. 41 funds tracked by Wall St. Rank hold VTHR as of Q1 2016.

  • D.A. Davidson & Co reported no remaining Vanguard Russell 3000 ETF position as of Q1 2016 after selling out during the quarter.
  • D.A. Davidson & Co sold 150 Vanguard Russell 3000 ETF shares in Q1 2016, an estimated $14K.
  • D.A. Davidson & Co first reported a position in Vanguard Russell 3000 ETF in Q4 2015 and held it in 1 quarter.
  • D.A. Davidson & Co's Vanguard Russell 3000 ETF position peaked at $14K in Q4 2015.
  • 41 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2016.

Based on D.A. Davidson & Co's 13F filing for Q1 2016, filed 13 May 2016.