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VTHR icon

Simplicity Solutions’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-1,539
Closed -$268K – 973
2020
Q4 		$268K Buy
1,539
+114
+8% +$18.6K ﹤0.01% 812
2020
Q3 		$217K Sell
1,425
-452
-24% -$67.9K ﹤0.01% 802
2020
Q2 		$263K Buy
1,877
+56
+3% +$7.38K 0.01% 763
2020
Q1 		$210K Buy
1,821
+65
+4% +$8.99K 0.01% 678
2019
Q4 		$257K Buy
+1,756
New +$246K 0.01% 728

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simplicity Solutions's VTHR Position: Q1 2021 in Review

Simplicity Solutions sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2021, closing a stake of 1,539 shares — an estimated $268K sold.

Simplicity Solutions first reported a position in VTHR in Q4 2019 and held it in 5 quarters. The position peaked at $268K in Q4 2020. 99 funds tracked by Wall St. Rank hold VTHR as of Q1 2021.

  • Simplicity Solutions reported no remaining Vanguard Russell 3000 ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 1,539 Vanguard Russell 3000 ETF shares in Q1 2021, an estimated $268K.
  • Simplicity Solutions first reported a position in Vanguard Russell 3000 ETF in Q4 2019 and held it in 5 quarters.
  • Simplicity Solutions's Vanguard Russell 3000 ETF position peaked at $268K in Q4 2020.
  • 99 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.