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

Centricity 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
2025
Q2 		$78.3K Hold
287
– – 0.06% 130
2025
Q1 		$70.8K Hold
287
– – 0.06% 133
2024
Q4 		$74.5K Buy
+287
New +$75.1K 0.07% 134

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 $1.43B AUM 24.87% 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

Centricity Wealth Management's VTHR Position: Q2 2025 in Review

Centricity Wealth Management held its Vanguard Russell 3000 ETF (VTHR) position steady in Q2 2025 at 287 shares worth $78.3K. The position accounts for 0.06% of the portfolio, ranked #130.

Centricity Wealth Management first reported a position in VTHR in Q4 2024 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold VTHR as of Q2 2025.

  • Centricity Wealth Management held 287 shares of Vanguard Russell 3000 ETF worth $78.3K as of Q2 2025.
  • Centricity Wealth Management left its Vanguard Russell 3000 ETF share count unchanged in Q2 2025.
  • Vanguard Russell 3000 ETF made up 0.06% of Centricity Wealth Management's portfolio in Q2 2025, its #130 holding.
  • Centricity Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q4 2024 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.