AWM
VTHR icon

Activest Wealth Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Activest Wealth 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
2026
Q1 		$44.6K Hold
155
– – 0.01% 357
2025
Q4 		$46.6K Hold
155
– – 0.01% 330
2025
Q3 		$45.6K Hold
155
– – 0.01% 274
2025
Q2 		$42.3K Hold
155
– – 0.01% 227
2025
Q1 		$38.2K Hold
155
– – 0.01% 214
2024
Q4 		$40.3K Hold
155
– – 0.01% 189
2024
Q3 		$39.3K Hold
155
– – 0.01% 194
2024
Q2 		$37.1K Buy
+155
New +$36K 0.01% 197

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return