JFA
VTHR icon

JNBA Financial Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

JNBA Financial 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
2018
Q3 		– Sell
-109
Closed -$14K – 718
2018
Q2 		$14K Hold
109
– – ﹤0.01% 365
2018
Q1 		$13K Sell
109
-163
-60% -$20.4K ﹤0.01% 355
2017
Q4 		$33K Hold
272
– – 0.01% 263
2017
Q3 		$31K Hold
272
– – 0.01% 261
2017
Q2 		$30K Hold
272
– – 0.01% 253
2017
Q1 		$30K Hold
272
– – 0.01% 250
2016
Q4 		$28K Buy
+272
New +$27.3K 0.01% 262

Other funds holding VTHR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

JNBA Financial Advisors's VTHR Position: Q3 2018 in Review

JNBA Financial Advisors sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2018, closing a stake of 109 shares — an estimated $14K sold.

JNBA Financial Advisors first reported a position in VTHR in Q4 2016 and held it in 7 quarters. The position peaked at $33K in Q4 2017. 56 funds tracked by Wall St. Rank hold VTHR as of Q3 2018.

  • JNBA Financial Advisors reported no remaining Vanguard Russell 3000 ETF position as of Q3 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 109 Vanguard Russell 3000 ETF shares in Q3 2018, an estimated $14K.
  • JNBA Financial Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2016 and held it in 7 quarters.
  • JNBA Financial Advisors's Vanguard Russell 3000 ETF position peaked at $33K in Q4 2017.
  • 56 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2018.

Based on JNBA Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.