AIS
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American Investment Services’s Vanguard Russell 3000 ETF VTHR Stock Holding History

American Investment 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
2025
Q2 		– Sell
-2,229
Closed -$550K – 159
2025
Q1 		$550K Buy
2,229
+6
+0.3% +$1.56K 0.1% 102
2024
Q4 		$577K Buy
2,223
+6
+0.3% +$1.57K 0.1% 101
2024
Q3 		$562K Buy
2,217
+1,094
+97% +$267K 0.09% 103
2024
Q2 		$269K Hold
1,123
– – 0.05% 139
2024
Q1 		$262K Buy
+1,123
New +$249K 0.05% 139

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Investment Services's VTHR Position: Q2 2025 in Review

American Investment Services sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2025, closing a stake of 2,229 shares — an estimated $550K sold.

American Investment Services first reported a position in VTHR in Q1 2024 and held it in 5 quarters. The position peaked at $577K in Q4 2024. 210 funds tracked by Wall St. Rank hold VTHR as of Q2 2025.

  • American Investment Services reported no remaining Vanguard Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
  • American Investment Services sold 2,229 Vanguard Russell 3000 ETF shares in Q2 2025, an estimated $550K.
  • American Investment Services first reported a position in Vanguard Russell 3000 ETF in Q1 2024 and held it in 5 quarters.
  • American Investment Services's Vanguard Russell 3000 ETF position peaked at $577K in Q4 2024.
  • 210 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2025.

Based on American Investment Services's 13F filing for Q2 2025, filed 13 Aug 2025.