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Momentous Wealth Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Momentous Wealth Management’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
-943
Closed -$278K – 48
2025
Q3 		$278K Hold
943
– – 0.18% 30
2025
Q2 		$257K Hold
943
– – 0.17% 33
2025
Q1 		$233K Sell
943
-324
-26% -$84.4K 0.16% 37
2024
Q4 		$329K Buy
+1,267
New +$332K 0.27% 23

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
JSJLKF
John S. & James L. Knight Foundation Miami, Florida $131M AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Momentous Wealth Management's VTHR Position: Q4 2025 in Review

Momentous Wealth Management sold out of Vanguard Russell 3000 ETF (VTHR) in Q4 2025, closing a stake of 943 shares — an estimated $278K sold.

Momentous Wealth Management first reported a position in VTHR in Q4 2024 and held it in 4 quarters. The position peaked at $329K in Q4 2024. 231 funds tracked by Wall St. Rank hold VTHR as of Q4 2025.

  • Momentous Wealth Management reported no remaining Vanguard Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
  • Momentous Wealth Management sold 943 Vanguard Russell 3000 ETF shares in Q4 2025, an estimated $278K.
  • Momentous Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q4 2024 and held it in 4 quarters.
  • Momentous Wealth Management's Vanguard Russell 3000 ETF position peaked at $329K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q4 2025.

Based on Momentous Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.