MA
VTHR icon

Mutual Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Mutual 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
2019
Q4 		– Sell
-2,948
Closed -$399K – 625
2019
Q3 		$399K Sell
2,948
-3,151
-52% -$425K 0.05% 354
2019
Q2 		$817K Buy
+6,099
New +$803K 0.11% 239

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

Mutual Advisors's VTHR Position: Q4 2019 in Review

Mutual Advisors sold out of Vanguard Russell 3000 ETF (VTHR) in Q4 2019, closing a stake of 2,948 shares — an estimated $399K sold.

Mutual Advisors first reported a position in VTHR in Q2 2019 and held it in 2 quarters. The position peaked at $817K in Q2 2019. 73 funds tracked by Wall St. Rank hold VTHR as of Q4 2019.

  • Mutual Advisors reported no remaining Vanguard Russell 3000 ETF position as of Q4 2019 after selling out during the quarter.
  • Mutual Advisors sold 2,948 Vanguard Russell 3000 ETF shares in Q4 2019, an estimated $399K.
  • Mutual Advisors first reported a position in Vanguard Russell 3000 ETF in Q2 2019 and held it in 2 quarters.
  • Mutual Advisors's Vanguard Russell 3000 ETF position peaked at $817K in Q2 2019.
  • 73 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q4 2019.

Based on Mutual Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.