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Kore Private Wealth’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Kore Private Wealth’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
Q3 		$684K Sell
4,245
-38,667
-90% -$6.91M 0.12% 105
2022
Q2 		$7.25M Buy
+42,912
New +$7.9M 1.12% 20

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Kore Private Wealth's VTHR Position: Q3 2022 in Review

Kore Private Wealth reduced its Vanguard Russell 3000 ETF (VTHR) stake by 90% in Q3 2022, selling an estimated $6.91M and leaving 4,245 shares worth $684K. The position accounts for 0.12% of the portfolio, ranked #105.

Kore Private Wealth first reported a position in VTHR in Q2 2022 and has held it in 2 quarters since. The position peaked at $7.25M in Q2 2022. 123 funds tracked by Wall St. Rank hold VTHR as of Q3 2022.

  • Kore Private Wealth held 4,245 shares of Vanguard Russell 3000 ETF worth $684K as of Q3 2022.
  • Kore Private Wealth sold 38,667 Vanguard Russell 3000 ETF shares in Q3 2022, an estimated $6.91M.
  • Vanguard Russell 3000 ETF made up 0.12% of Kore Private Wealth's portfolio in Q3 2022, its #105 holding.
  • Kore Private Wealth first reported a position in Vanguard Russell 3000 ETF in Q2 2022 and has held it in 2 quarters since.
  • Kore Private Wealth's Vanguard Russell 3000 ETF position peaked at $7.25M in Q2 2022.
  • 123 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.