Avantax Advisory Services’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Avantax Advisory 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	$1.65M	Buy	6,049 +144	+2%	+$36.3K	0.01%	898
2025 Q1	$1.46M	Buy	5,905 +82	+1%	+$21.4K	0.01%	905
2024 Q4	$1.51M	Buy	5,823 +244	+4%	+$63.9K	0.01%	856
2024 Q3	$1.42M	Buy	5,579 +264	+5%	+$64.5K	0.01%	846
2024 Q2	$1.27M	Buy	5,315 +722	+16%	+$167K	0.01%	861
2024 Q1	$1.07M	Buy	4,593 +1,050	+30%	+$233K	0.01%	720
2023 Q4	$754K	Buy	3,543 +1,644	+87%	+$326K	0.01%	826
2023 Q3	$362K	Buy	1,899 +203	+12%	+$40.3K	﹤0.01%	1089
2023 Q2	$335K	Sell	1,696 -115	-6%	-$21.5K	﹤0.01%	1127
2023 Q1	$332K	Buy	1,811 +148	+9%	+$26.6K	﹤0.01%	1095
2022 Q4	$286K	Sell	1,663 -1	-0.1%	-$173	﹤0.01%	1132
2022 Q3	$268K	Buy	1,664 +61	+4%	+$10.9K	﹤0.01%	1059
2022 Q2	$271K	Buy	1,603 +103	+7%	+$19K	﹤0.01%	1056
2022 Q1	$305K	Buy	1,500 +6	+0.4%	+$1.21K	﹤0.01%	991
2021 Q4	$322K	Sell	1,494 -4	-0.3%	-$842	﹤0.01%	946
2021 Q3	$297K	Hold	1,498	–	–	0.01%	931
2021 Q2	$299K	Buy	1,498 +392	+35%	+$76K	0.01%	906
2021 Q1	$204K	Buy	+1,106	New	+$200K	﹤0.01%	957

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's VTHR Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Russell 3000 ETF (VTHR) stake by 2.4% in Q2 2025, buying an estimated $36.3K and bringing the position to 6,049 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #898.

Avantax Advisory Services first reported a position in VTHR in Q1 2021 and has held it in 18 quarters since. 210 funds tracked by Wall St. Rank hold VTHR as of Q2 2025.

Avantax Advisory Services held 6,049 shares of Vanguard Russell 3000 ETF worth $1.65M as of Q2 2025.
Avantax Advisory Services bought 144 Vanguard Russell 3000 ETF shares in Q2 2025, an estimated $36.3K.
Vanguard Russell 3000 ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #898 holding.
Avantax Advisory Services first reported a position in Vanguard Russell 3000 ETF in Q1 2021 and has held it in 18 quarters since.
210 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.