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Bowman & Company’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Bowman & Company’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
Q4 		$402K Buy
1,340
+228
+21% +$68K 0.17% 90
2025
Q3 		$327K Buy
1,112
+67
+6% +$19K 0.14% 96
2025
Q2 		$285K Buy
1,045
+131
+14% +$33.1K 0.13% 99
2025
Q1 		$226K Buy
+914
New +$238K 0.11% 107

Other funds holding VTHR

Ameriprise
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
JSJLKF
John S. & James L. Knight Foundation Miami, Florida $131M AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Bowman & Company's VTHR Position: Q4 2025 in Review

Bowman & Company increased its Vanguard Russell 3000 ETF (VTHR) stake by 21% in Q4 2025, buying an estimated $68K and bringing the position to 1,340 shares worth $402K. The position accounts for 0.17% of the portfolio, ranked #90.

Bowman & Company first reported a position in VTHR in Q1 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold VTHR as of Q4 2025.

  • Bowman & Company held 1,340 shares of Vanguard Russell 3000 ETF worth $402K as of Q4 2025.
  • Bowman & Company bought 228 Vanguard Russell 3000 ETF shares in Q4 2025, an estimated $68K.
  • Vanguard Russell 3000 ETF made up 0.17% of Bowman & Company's portfolio in Q4 2025, its #90 holding.
  • Bowman & Company first reported a position in Vanguard Russell 3000 ETF in Q1 2025 and has held it in 4 quarters since.
  • 231 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.