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Sowell Financial Services’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Sowell Financial Services’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
2023
Q2 		– Sell
-1,778
Closed -$326K – 837
2023
Q1 		$326K Buy
+1,778
New +$319K 0.03% 533

Other funds holding VTHR

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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's VTHR Position: Q2 2023 in Review

Sowell Financial Services sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2023, closing a stake of 1,778 shares — an estimated $326K sold.

Sowell Financial Services first reported a position in VTHR in Q1 2023 and held it in 1 quarter. The position peaked at $326K in Q1 2023. 138 funds tracked by Wall St. Rank hold VTHR as of Q2 2023.

  • Sowell Financial Services reported no remaining Vanguard Russell 3000 ETF position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 1,778 Vanguard Russell 3000 ETF shares in Q2 2023, an estimated $326K.
  • Sowell Financial Services first reported a position in Vanguard Russell 3000 ETF in Q1 2023 and held it in 1 quarter.
  • Sowell Financial Services's Vanguard Russell 3000 ETF position peaked at $326K in Q1 2023.
  • 138 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.