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JP Morgan Private Wealth Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

JP Morgan Private 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
2023
Q3 		$310K Sell
1,626
-206
-11% -$40.9K ﹤0.01% 1459
2023
Q2 		$362K Sell
1,832
-11,287
-86% -$2.11M ﹤0.01% 1163
2023
Q1 		$2.4M Buy
13,119
+4
+0% +$719 0.01% 812
2022
Q4 		$2.25M Buy
13,115
+212
+2% +$36.6K 0.01% 803
2022
Q3 		$2.08M Buy
12,903
+5
+0% +$894 0.01% 825
2022
Q2 		$2.18M Sell
12,898
-528
-4% -$97.2K 0.01% 819
2022
Q1 		$2.74M Sell
13,426
-273
-2% -$54.9K 0.01% 803
2021
Q4 		$2.96M Hold
13,699
– – 0.01% 777
2021
Q3 		$2.71M Hold
13,699
– – 0.01% 778
2021
Q2 		$2.73M Sell
13,699
-585
-4% -$113K 0.01% 763
2021
Q1 		$2.64M Sell
14,284
-221
-2% -$39.9K 0.01% 673
2020
Q4 		$2.52M Buy
14,505
+10
+0.1% +$1.64K 0.01% 652
2020
Q3 		$2.21M Hold
14,495
– – 0.01% 623
2020
Q2 		$2.03M Sell
14,495
-520
-3% -$68.5K 0.01% 583
2020
Q1 		$1.73M Sell
15,015
-13,675
-48% -$1.89M 0.01% 568
2019
Q4 		$4.2M Buy
28,690
+10,130
+55% +$1.42M 0.02% 460
2019
Q3 		$2.51M Buy
18,560
+3,055
+20% +$412K 0.01% 545
2019
Q2 		$2.08M Buy
15,505
+110
+0.7% +$14.5K 0.01% 586
2019
Q1 		$1.99M Sell
15,395
-8,890
-37% -$1.11M 0.01% 614
2018
Q4 		$2.77M Buy
24,285
+22,518
+1,274% +$2.78M 0.02% 501
2018
Q3 		$236K Buy
1,767
+88
+5% +$11.6K ﹤0.01% 1405
2018
Q2 		$211K Buy
+1,679
New +$209K ﹤0.01% 1357
2018
Q1 		– Sell
-1,688
Closed -$207K – 1389
2017
Q4 		$207K Buy
+1,688
New +$202K ﹤0.01% 1178

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VTHR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Vanguard Russell 3000 ETF (VTHR) stake by 11% in Q3 2023, selling an estimated $40.9K and leaving 1,626 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

JP Morgan Private Wealth Advisors first reported a position in VTHR in Q4 2017 and has held it in 23 quarters since. The position peaked at $4.2M in Q4 2019. 136 funds tracked by Wall St. Rank hold VTHR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,626 shares of Vanguard Russell 3000 ETF worth $310K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 206 Vanguard Russell 3000 ETF shares in Q3 2023, an estimated $40.9K.
  • Vanguard Russell 3000 ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1459 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2017 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard Russell 3000 ETF position peaked at $4.2M in Q4 2019.
  • 136 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.