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Mosaic Family Wealth’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Mosaic Family 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
2020
Q1 		– Sell
-1,880
Closed -$275K – 158
2019
Q4 		$275K Hold
1,880
– – 0.11% 124
2019
Q3 		$254K Hold
1,880
– – 0.1% 138
2019
Q2 		$252K Sell
1,880
-1,800
-49% -$237K 0.11% 143
2019
Q1 		$476K Hold
3,680
– – 0.19% 76
2018
Q4 		$419K Hold
3,680
– – 0.17% 80
2018
Q3 		$458K Hold
3,680
– – 0.19% 82
2018
Q2 		$463K Hold
3,680
– – 0.18% 88
2018
Q1 		$447K Hold
3,680
– – 0.17% 82
2017
Q4 		$452K Buy
+3,680
New +$440K 0.16% 94

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

Mosaic Family Wealth's VTHR Position: Q1 2020 in Review

Mosaic Family Wealth sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2020, closing a stake of 1,880 shares — an estimated $275K sold.

Mosaic Family Wealth first reported a position in VTHR in Q4 2017 and held it in 9 quarters. The position peaked at $476K in Q1 2019. 71 funds tracked by Wall St. Rank hold VTHR as of Q1 2020.

  • Mosaic Family Wealth reported no remaining Vanguard Russell 3000 ETF position as of Q1 2020 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,880 Vanguard Russell 3000 ETF shares in Q1 2020, an estimated $275K.
  • Mosaic Family Wealth first reported a position in Vanguard Russell 3000 ETF in Q4 2017 and held it in 9 quarters.
  • Mosaic Family Wealth's Vanguard Russell 3000 ETF position peaked at $476K in Q1 2019.
  • 71 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2020.

Based on Mosaic Family Wealth's 13F filing for Q1 2020, filed 5 May 2020.