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

Lokken Investment 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 		$687K Buy
2,335
+430
+23% +$122K 0.24% 79
2025
Q2 		$520K Buy
+1,905
New +$481K 0.2% 84

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 $1.43B AUM 24.87% 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

Lokken Investment Group's VTHR Position: Q3 2025 in Review

Lokken Investment Group increased its Vanguard Russell 3000 ETF (VTHR) stake by 23% in Q3 2025, buying an estimated $122K and bringing the position to 2,335 shares worth $687K. The position accounts for 0.24% of the portfolio, ranked #79.

Lokken Investment Group first reported a position in VTHR in Q2 2025 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold VTHR as of Q3 2025.

  • Lokken Investment Group held 2,335 shares of Vanguard Russell 3000 ETF worth $687K as of Q3 2025.
  • Lokken Investment Group bought 430 Vanguard Russell 3000 ETF shares in Q3 2025, an estimated $122K.
  • Vanguard Russell 3000 ETF made up 0.24% of Lokken Investment Group's portfolio in Q3 2025, its #79 holding.
  • Lokken Investment Group first reported a position in Vanguard Russell 3000 ETF in Q2 2025 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.