Cerity Partners
VTHR icon

Cerity Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Cerity Partners’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
Q2 		$32.4M Sell
97,663
-3,186
-3% -$1.02M 0.04% 341
2026
Q1 		$29M Buy
100,849
+7,760
+8% +$2.33M 0.04% 349
2025
Q4 		$28M Sell
93,089
-732
-0.8% -$218K 0.04% 334
2025
Q3 		$27.6M Sell
93,821
-46,790
-33% -$13.3M 0.04% 318
2025
Q2 		$38.4M Buy
140,611
+6,609
+5% +$1.67M 0.07% 236
2025
Q1 		$33.1M Buy
134,002
+137
+0.1% +$35.7K 0.07% 246
2024
Q4 		$34.7M Sell
133,865
-402
-0.3% -$105K 0.08% 220
2024
Q3 		$34.1M Sell
134,267
-2,766
-2% -$676K 0.08% 222
2024
Q2 		$32.8M Sell
137,033
-545
-0.4% -$126K 0.09% 202
2024
Q1 		$32.1M Buy
137,578
+31,285
+29% +$6.94M 0.08% 216
2023
Q4 		$22.6M Buy
106,293
+86,710
+443% +$17.2M 0.07% 224
2023
Q3 		$3.74M Sell
19,583
-84,460
-81% -$16.8M 0.02% 467
2023
Q2 		$20.5M Buy
104,043
+3,735
+4% +$699K 0.08% 226
2023
Q1 		$18.4M Buy
100,308
+73,356
+272% +$13.2M 0.04% 244
2022
Q4 		$4.63M Sell
26,952
-69,906
-72% -$12.1M 0.03% 377
2022
Q3 		$15.6M Sell
96,858
-8,350
-8% -$1.49M 0.19% 109
2022
Q2 		$17.8M Buy
105,208
+11,931
+13% +$2.2M 0.2% 110
2022
Q1 		$17.7M Buy
+93,277
New +$18.8M 0.28% 70

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cerity Partners's VTHR Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard Russell 3000 ETF (VTHR) stake by 3.2% in Q2 2026, selling an estimated $1.02M and leaving 97,663 shares worth $32.4M. The position accounts for 0.04% of the portfolio, ranked #341.

Cerity Partners first reported a position in VTHR in Q1 2022 and has held it in 18 quarters since. The position peaked at $38.4M in Q2 2025. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Cerity Partners held 97,663 shares of Vanguard Russell 3000 ETF worth $32.4M as of Q2 2026.
  • Cerity Partners sold 3,186 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $1.02M.
  • Vanguard Russell 3000 ETF made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #341 holding.
  • Cerity Partners first reported a position in Vanguard Russell 3000 ETF in Q1 2022 and has held it in 18 quarters since.
  • Cerity Partners's Vanguard Russell 3000 ETF position peaked at $38.4M in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.