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Simmons Bank’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Simmons Bank’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
2022
Q3 		– Sell
-1,976
Closed -$334K – 352
2022
Q2 		$334K Sell
1,976
-145
-7% -$26.7K 0.03% 289
2022
Q1 		$433K Sell
2,121
-20
-0.9% -$4.02K 0.03% 281
2021
Q4 		$462K Sell
2,141
-150
-7% -$31.6K 0.03% 292
2021
Q3 		$454K Sell
2,291
-90
-4% -$18.3K 0.03% 290
2021
Q2 		$474K Hold
2,381
– – 0.03% 283
2021
Q1 		$440K Sell
2,381
-65
-3% -$11.7K 0.03% 279
2020
Q4 		$426K Sell
2,446
-15
-0.6% -$2.45K 0.03% 279
2020
Q3 		$375K Sell
2,461
-130
-5% -$19.5K 0.03% 280
2020
Q2 		$362K Hold
2,591
– – 0.03% 283
2020
Q1 		$298K Sell
2,591
-50
-2% -$6.91K 0.03% 289
2019
Q4 		$387K Sell
2,641
-45
-2% -$6.3K 0.03% 280
2019
Q3 		$363K Sell
2,686
-75
-3% -$10.1K 0.04% 292
2019
Q2 		$370K Sell
2,761
-20
-0.7% -$2.63K 0.04% 295
2019
Q1 		$360K Sell
2,781
-50
-2% -$6.23K 0.04% 294
2018
Q4 		$322K Sell
2,831
-50
-2% -$6.16K 0.04% 280
2018
Q3 		$385K Buy
2,881
+95
+3% +$12.5K 0.04% 282
2018
Q2 		$351K Sell
2,786
-4
-0.1% -$498 0.03% 285
2018
Q1 		$339K Sell
2,790
-20
-0.7% -$2.5K 0.03% 283
2017
Q4 		$345K Sell
2,810
-13
-0.5% -$1.55K 0.03% 253
2017
Q3 		$326K Sell
2,823
-16
-0.6% -$1.81K 0.03% 266
2017
Q2 		$317K Sell
2,839
-34
-1% -$3.75K 0.04% 252
2017
Q1 		$312K Buy
+2,873
New +$307K 0.03% 249

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Simmons Bank's VTHR Position: Q3 2022 in Review

Simmons Bank sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2022, closing a stake of 1,976 shares — an estimated $334K sold.

Simmons Bank first reported a position in VTHR in Q1 2017 and held it in 22 quarters. The position peaked at $474K in Q2 2021. 123 funds tracked by Wall St. Rank hold VTHR as of Q3 2022.

  • Simmons Bank reported no remaining Vanguard Russell 3000 ETF position as of Q3 2022 after selling out during the quarter.
  • Simmons Bank sold 1,976 Vanguard Russell 3000 ETF shares in Q3 2022, an estimated $334K.
  • Simmons Bank first reported a position in Vanguard Russell 3000 ETF in Q1 2017 and held it in 22 quarters.
  • Simmons Bank's Vanguard Russell 3000 ETF position peaked at $474K in Q2 2021.
  • 123 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2022.

Based on Simmons Bank's 13F filing for Q3 2022, filed 27 Oct 2022.