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Independent Advisor Alliance’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-17,497
Closed -$2.56M – 863
2019
Q4 		$2.56M Buy
+17,497
New +$2.45M 0.11% 202

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Independent Advisor Alliance's VTHR Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2020, closing a stake of 17,497 shares — an estimated $2.56M sold.

Independent Advisor Alliance first reported a position in VTHR in Q4 2019 and held it in 1 quarter. The position peaked at $2.56M in Q4 2019. 71 funds tracked by Wall St. Rank hold VTHR as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Vanguard Russell 3000 ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 17,497 Vanguard Russell 3000 ETF shares in Q1 2020, an estimated $2.56M.
  • Independent Advisor Alliance first reported a position in Vanguard Russell 3000 ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Vanguard Russell 3000 ETF position peaked at $2.56M in Q4 2019.
  • 71 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.