Sargent Bickham Lagudis
VTHR icon

Sargent Bickham Lagudis’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Sargent Bickham Lagudis’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
2016
Q3 		– Sell
-4,192
Closed -$363K – 784
2016
Q2 		$363K Hold
4,192
– – 0.06% 153
2016
Q1 		$363K Buy
+4,192
New +$372K 0.06% 156

Other funds holding VTHR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pitcairn
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
The Family Firm
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Sargent Bickham Lagudis's VTHR Position: Q3 2016 in Review

Sargent Bickham Lagudis sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2016, closing a stake of 4,192 shares — an estimated $363K sold.

Sargent Bickham Lagudis first reported a position in VTHR in Q1 2016 and held it in 2 quarters. The position peaked at $363K in Q2 2016. 47 funds tracked by Wall St. Rank hold VTHR as of Q3 2016.

  • Sargent Bickham Lagudis reported no remaining Vanguard Russell 3000 ETF position as of Q3 2016 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 4,192 Vanguard Russell 3000 ETF shares in Q3 2016, an estimated $363K.
  • Sargent Bickham Lagudis first reported a position in Vanguard Russell 3000 ETF in Q1 2016 and held it in 2 quarters.
  • Sargent Bickham Lagudis's Vanguard Russell 3000 ETF position peaked at $363K in Q2 2016.
  • 47 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2016.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2016, filed 13 Sep 2021.