Kovitz Investment Group Partners
VTHR icon

Kovitz Investment Group Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-866
Closed -$255K – 1314
2025
Q3 		$255K Hold
866
– – ﹤0.01% 1255
2025
Q2 		$236K Hold
866
– – ﹤0.01% 1224
2025
Q1 		$214K Hold
866
– – ﹤0.01% 1160
2024
Q4 		$225K Buy
+866
New +$227K ﹤0.01% 1129

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TF
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Focus Partners Wealth
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CFO
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C
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JSJLKF
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AQR Capital Management
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Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Kovitz Investment Group Partners's VTHR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Russell 3000 ETF (VTHR) in Q4 2025, closing a stake of 866 shares — an estimated $255K sold.

Kovitz Investment Group Partners first reported a position in VTHR in Q4 2024 and held it in 4 quarters. The position peaked at $255K in Q3 2025. 231 funds tracked by Wall St. Rank hold VTHR as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 866 Vanguard Russell 3000 ETF shares in Q4 2025, an estimated $255K.
  • Kovitz Investment Group Partners first reported a position in Vanguard Russell 3000 ETF in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Vanguard Russell 3000 ETF position peaked at $255K in Q3 2025.
  • 231 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.