MWM
VTHR icon

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

Moran 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
Q1 		– Sell
-1,632
Closed -$424K – 490
2024
Q4 		$424K Buy
+1,632
New +$427K 0.01% 381
2023
Q2 		– Sell
-6,143
Closed -$1.13M – 424
2023
Q1 		$1.13M Sell
6,143
-315,551
-98% -$56.7M 0.04% 252
2022
Q4 		$55.3M Buy
+321,694
New +$55.6M 2.1% 3

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
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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Moran Wealth Management's VTHR Position: Q1 2025 in Review

Moran Wealth Management sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2025, closing a stake of 1,632 shares — an estimated $424K sold.

Moran Wealth Management first reported a position in VTHR in Q4 2022 and held it in 3 quarters. The position peaked at $55.3M in Q4 2022. 203 funds tracked by Wall St. Rank hold VTHR as of Q1 2025.

  • Moran Wealth Management reported no remaining Vanguard Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
  • Moran Wealth Management sold 1,632 Vanguard Russell 3000 ETF shares in Q1 2025, an estimated $424K.
  • Moran Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's Vanguard Russell 3000 ETF position peaked at $55.3M in Q4 2022.
  • 203 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.