13F Filings History of VECTOR WEALTH MANAGEMENT, LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • VECTOR WEALTH MANAGEMENT, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • VECTOR WEALTH MANAGEMENT, LLC reported 80 equity holdings with a total reported market value of $142,471,000 for Q4 2016. Top reported holdings included SPY, SCHF, VWO, AMJ, and FEI.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Suzanne M Klapperich - CHIEF COMPLIANCE OFFICER
Manager location
Minneapolis, MN

Follow Filing Activity

Follow VECTOR WEALTH MANAGEMENT, LLC with Pro and return when a new 13F portfolio filing changes the record on this page.

Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.

Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q4 2016
Latest value
$142,471,000
Quarter delta
-$3,520,000
Accepted
07 Feb 2017, 16:21
Rows shown
1-21 of 21
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .