IWA
VTHR icon

Inspirion Wealth Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Inspirion Wealth Advisors’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
-1,958
Closed -$483K – 165
2025
Q1 		$483K Buy
+1,958
New +$510K 0.07% 96

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 $1.42B AUM 19.14% 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

Inspirion Wealth Advisors's VTHR Position: Q2 2025 in Review

Inspirion Wealth Advisors sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2025, closing a stake of 1,958 shares — an estimated $483K sold.

Inspirion Wealth Advisors first reported a position in VTHR in Q1 2025 and held it in 1 quarter. The position peaked at $483K in Q1 2025. 210 funds tracked by Wall St. Rank hold VTHR as of Q2 2025.

  • Inspirion Wealth Advisors reported no remaining Vanguard Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 1,958 Vanguard Russell 3000 ETF shares in Q2 2025, an estimated $483K.
  • Inspirion Wealth Advisors first reported a position in Vanguard Russell 3000 ETF in Q1 2025 and held it in 1 quarter.
  • Inspirion Wealth Advisors's Vanguard Russell 3000 ETF position peaked at $483K in Q1 2025.
  • 210 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2025.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.