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Global Wealth Strategies & Associates’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-3
Closed -$740 – 470
2025
Q1 		$740 Buy
+3
New +$782 ﹤0.01% 436

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
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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 $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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Wealth Strategies & Associates's VTHR Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2025, closing a stake of 3 shares — an estimated $740 sold.

Global Wealth Strategies & Associates first reported a position in VTHR in Q1 2025 and held it in 1 quarter. The position peaked at $740 in Q1 2025. 210 funds tracked by Wall St. Rank hold VTHR as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining Vanguard Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 3 Vanguard Russell 3000 ETF shares in Q2 2025, an estimated $740.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Russell 3000 ETF in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Vanguard Russell 3000 ETF position peaked at $740 in Q1 2025.
  • 210 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.