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Swift Run Capital Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Swift Run Capital Management’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
2018
Q2 		– Sell
-4,300
Closed -$523K – 47
2018
Q1 		$523K Buy
+4,300
New +$539K 0.37% 31

Other funds holding VTHR

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Swift Run Capital Management's VTHR Position: Q2 2018 in Review

Swift Run Capital Management sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2018, closing a stake of 4,300 shares — an estimated $523K sold.

Swift Run Capital Management first reported a position in VTHR in Q1 2018 and held it in 1 quarter. The position peaked at $523K in Q1 2018. 57 funds tracked by Wall St. Rank hold VTHR as of Q2 2018.

  • Swift Run Capital Management reported no remaining Vanguard Russell 3000 ETF position as of Q2 2018 after selling out during the quarter.
  • Swift Run Capital Management sold 4,300 Vanguard Russell 3000 ETF shares in Q2 2018, an estimated $523K.
  • Swift Run Capital Management first reported a position in Vanguard Russell 3000 ETF in Q1 2018 and held it in 1 quarter.
  • Swift Run Capital Management's Vanguard Russell 3000 ETF position peaked at $523K in Q1 2018.
  • 57 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2018.

Based on Swift Run Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.