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Cooper Financial Group’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Cooper Financial Group’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
Q3 		– Sell
-1,470
Closed -$401K – 415
2025
Q2 		$401K Buy
+1,470
New +$371K 0.05% 264

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
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cooper Financial Group's VTHR Position: Q3 2025 in Review

Cooper Financial Group sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2025, closing a stake of 1,470 shares — an estimated $401K sold.

Cooper Financial Group first reported a position in VTHR in Q2 2025 and held it in 1 quarter. The position peaked at $401K in Q2 2025. 208 funds tracked by Wall St. Rank hold VTHR as of Q3 2025.

  • Cooper Financial Group reported no remaining Vanguard Russell 3000 ETF position as of Q3 2025 after selling out during the quarter.
  • Cooper Financial Group sold 1,470 Vanguard Russell 3000 ETF shares in Q3 2025, an estimated $401K.
  • Cooper Financial Group first reported a position in Vanguard Russell 3000 ETF in Q2 2025 and held it in 1 quarter.
  • Cooper Financial Group's Vanguard Russell 3000 ETF position peaked at $401K in Q2 2025.
  • 208 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2025.

Based on Cooper Financial Group's 13F filing for Q3 2025, filed 7 Oct 2025.