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Ladenburg Thalmann Financial Services’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$355K Buy
2,865
+172
+6% +$24.1K ﹤0.01% 2084
2019
Q3 		$364K Buy
2,693
+147
+6% +$19.8K ﹤0.01% 2014
2019
Q2 		$341K Buy
2,546
+4
+0.2% +$527 ﹤0.01% 2037
2019
Q1 		$329K Buy
2,542
+707
+39% +$88.1K ﹤0.01% 2013
2018
Q4 		$209K Sell
1,835
-470
-20% -$57.9K ﹤0.01% 2217
2018
Q3 		$308K Buy
2,305
+707
+44% +$92.9K ﹤0.01% 1975
2018
Q2 		$194K Hold
1,598
– – ﹤0.01% 2265
2018
Q1 		$194K Sell
1,598
-664
-29% -$83.2K ﹤0.01% 2265
2017
Q4 		$278K Buy
2,262
+7
+0.3% +$837 ﹤0.01% 1958
2017
Q3 		$261K Buy
2,255
+4
+0.2% +$453 ﹤0.01% 1899
2017
Q2 		$251K Buy
2,251
+686
+44% +$75.6K ﹤0.01% 1858
2017
Q1 		$170K Buy
1,565
+490
+46% +$52.4K ﹤0.01% 2033
2016
Q4 		$111K Buy
1,075
+293
+37% +$29.4K ﹤0.01% 2244
2016
Q3 		$78K Buy
782
+3
+0.4% +$297 ﹤0.01% 2429
2016
Q2 		$74K Buy
779
+183
+31% +$17.3K ﹤0.01% 2384
2016
Q1 		$56K Buy
596
+2
+0.3% +$178 ﹤0.01% 2513
2015
Q4 		$56K Buy
594
+4
+0.7% +$377 ﹤0.01% 2478
2015
Q3 		$52K Buy
590
+2
+0.3% +$188 ﹤0.01% 2443
2015
Q2 		$56K Buy
588
+3
+0.5% +$293 ﹤0.01% 2512
2015
Q1 		$56K Buy
585
+2
+0.3% +$191 ﹤0.01% 2473
2014
Q4 		$55K Buy
+583
New +$54K ﹤0.01% 2303

Other funds holding VTHR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Ladenburg Thalmann Financial Services's VTHR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard Russell 3000 ETF (VTHR) stake by 6.4% in Q4 2019, buying an estimated $24.1K and bringing the position to 2,865 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Ladenburg Thalmann Financial Services first reported a position in VTHR in Q4 2014 and has held it in 21 quarters since. The position peaked at $364K in Q3 2019. 73 funds tracked by Wall St. Rank hold VTHR as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,865 shares of Vanguard Russell 3000 ETF worth $355K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 172 Vanguard Russell 3000 ETF shares in Q4 2019, an estimated $24.1K.
  • Vanguard Russell 3000 ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2084 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Vanguard Russell 3000 ETF in Q4 2014 and has held it in 21 quarters since.
  • Ladenburg Thalmann Financial Services's Vanguard Russell 3000 ETF position peaked at $364K in Q3 2019.
  • 73 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.