Quick Takeaways
- VECTOR WEALTH MANAGEMENT, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2016.
- Latest reported holdings value: $142,471,000.
13F Filings History of VECTOR WEALTH MANAGEMENT, LLC
- Latest 13F report
- Q4 2016 - 07 Feb 2017
- Value $
- $142,471,000
- Signature - Title
- Suzanne M Klapperich - CHIEF COMPLIANCE OFFICER
- Location
- Minneapolis, MN
- Summary
- This page shows a list of all the recent 13F filings made by VECTOR WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VECTOR WEALTH MANAGEMENT, LLC reported 80 stock holdings with total value $142,471,000 as of Q4 2016. Top holdings included SPY, SCHF, VWO, AMJ, and FEI.
Follow Filing Activity
Follow VECTOR WEALTH MANAGEMENT, LLC and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean.
Holdings Value
What Changed
- Most recent filing was accepted on 07 Feb 2017, 16:21.
- Reported value moved from $145,991,000 to $142,471,000.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2016 | 80 | $142,471,000 | +$5,918,641 | -$9,125,322 | -$3,206,681 | SPY, SCHF, VWO, AMJ, FEI | 13F-HR | 07 Feb 2017, 16:21 |
| Q3 2016 | 80 | $145,991,000 | +$9,275,132 | -$14,737,513 | -$5,462,381 | SPY, SCHF, VWO, AMJ, FEI | 13F-HR | 26 Oct 2016, 15:49 |
| Q2 2016 | 80 | $146,750,000 | +$10,892,864 | -$4,545,630 | +$6,347,234 | SPY, SCHF, VWO, AMJ, SPLV | 13F-HR | 26 Oct 2016, 15:46 |
| Q1 2016 | 77 | $135,063,000 | +$10,308,114 | -$5,012,199 | +$5,295,915 | SPY, SCHF, VWO, AMJ, SPLV | 13F-HR | 26 Oct 2016, 15:43 |
| Q4 2015 | 78 | $128,311,000 | +$7,197,814 | -$1,601,174 | +$5,596,640 | SPY, VWO, AMJ, SCHF, VEU | 13F-HR | 26 Oct 2016, 14:12 |
| Q3 2015 | 77 | $120,251,000 | +$21,921,640 | -$9,925,229 | +$11,996,411 | SPY, VWO, SCHF, AMJ, AAPL | 13F-HR | 19 Jan 2017, 15:54 |
| Q2 2015 | 75 | $126,754,000 | +$10,917,168 | -$4,551,002 | +$6,366,166 | VWO, SPY, AMJ, SCHF, KYN | 13F-HR | 19 Jan 2017, 15:51 |
| Q1 2015 | 75 | $123,169,000 | +$6,768,097 | -$17,058,424 | -$10,290,327 | VWO, SPY, AMJ, KYN, SCHF | 13F-HR | 19 Jan 2017, 15:48 |
| Q4 2014 | 71 | $132,885,000 | +$9,520,691 | -$10,109,994 | -$589,303 | BSV, VWO, SPY, AMJ, KYN | 13F-HR | 19 Jan 2017, 15:43 |
| Q3 2014 | 57 | $135,588,000 | +$1,534,595 | -$1,251,882 | +$282,713 | BSV, VWO, AMJ, SPY, KYN | 13F-HR | 19 Jan 2017, 15:38 |
| Q2 2014 | 54 | $136,137,000 | +$7,757,821 | -$11,501,319 | -$3,743,498 | BSV, VWO, AMJ, SPY, KYN | 13F-HR | 19 Jan 2017, 15:32 |
| Q1 2014 | 53 | $138,282,000 | +$2,839,004 | -$5,177,957 | -$2,338,953 | BSV, VWO, SPY, AMJ, KYN | 13F-HR | 19 Jan 2017, 15:27 |
| Q4 2013 | 58 | $141,594,000 | +$3,852,586 | -$6,503,973 | -$2,651,387 | BSV, VWO, SPY, KYN, AMJ | 13F-HR | 19 Jan 2017, 15:21 |
| Q3 2013 | 60 | $136,971,000 | +$5,883,624 | -$8,028,083 | -$2,144,459 | BSV, VWO, SPY, KYN, AMJ | 13F-HR | 19 Jan 2017, 15:18 |
| Q2 2013 | 56 | $136,491,000 | +$7,912,244 | -$6,973,997 | +$938,247 | BSV, VWO, KYN, AMJ, SPY | 13F-HR | 19 Jan 2017, 15:16 |
| Q1 2013 | 59 | $136,104,000 | +$15,494,967 | -$3,615,947 | +$11,879,020 | BSV, VWO, AMJ, SPY, KYN | 13F-HR | 19 Jan 2017, 15:12 |
| Q4 2012 | 48 | $117,895,000 | +$16,926,127 | -$13,387,113 | +$3,539,014 | BSV, VWO, SPY, AMJ, KYN | 13F-HR | 19 Jan 2017, 14:52 |
| Q3 2012 | 49 | $115,797,000 | +$14,804,627 | -$4,870,094 | +$9,934,533 | BSV, VWO, FDL, AMJ, KYN | 13F-HR | 19 Jan 2017, 14:47 |
| Q2 2012 | 52 | $102,537,000 | +$7,797,051 | -$2,381,331 | +$5,415,720 | BSV, VWO, FDL, KYN, AMJ | 13F-HR | 19 Jan 2017, 14:46 |
| Q1 2012 | 50 | $97,931,000 | +$6,945,028 | -$8,073,879 | -$1,128,851 | BSV, VWO, FDL, KYN, AMJ | 13F-HR | 19 Jan 2017, 14:43 |
| Q4 2011 | 52 | $94,017,000 | $0 | $0 | $0 | BSV, VWO, FDL, AMJ, KYN | 13F-HR | 19 Jan 2017, 14:41 |