KF
VTHR icon

Krilogy Financial’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Krilogy Financial’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
-4,399
Closed -$644K – 230
2019
Q4 		$644K Buy
+4,399
New +$616K 0.11% 108

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

Krilogy Financial's VTHR Position: Q1 2020 in Review

Krilogy Financial sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2020, closing a stake of 4,399 shares — an estimated $644K sold.

Krilogy Financial first reported a position in VTHR in Q4 2019 and held it in 1 quarter. The position peaked at $644K in Q4 2019. 71 funds tracked by Wall St. Rank hold VTHR as of Q1 2020.

  • Krilogy Financial reported no remaining Vanguard Russell 3000 ETF position as of Q1 2020 after selling out during the quarter.
  • Krilogy Financial sold 4,399 Vanguard Russell 3000 ETF shares in Q1 2020, an estimated $644K.
  • Krilogy Financial first reported a position in Vanguard Russell 3000 ETF in Q4 2019 and held it in 1 quarter.
  • Krilogy Financial's Vanguard Russell 3000 ETF position peaked at $644K in Q4 2019.
  • 71 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2020.

Based on Krilogy Financial's 13F filing for Q1 2020, filed 13 May 2020.