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N.E.W. Advisory Services’s Vanguard Russell 3000 ETF VTHR Stock Holding History

N.E.W. Advisory Services’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
-32
Closed -$7.9K – 915
2025
Q1 		$7.9K Buy
+32
New +$8.34K ﹤0.01% 653

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

N.E.W. Advisory Services's VTHR Position: Q2 2025 in Review

N.E.W. Advisory Services sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2025, closing a stake of 32 shares — an estimated $7.9K sold.

N.E.W. Advisory Services first reported a position in VTHR in Q1 2025 and held it in 1 quarter. The position peaked at $7.9K in Q1 2025. 210 funds tracked by Wall St. Rank hold VTHR as of Q2 2025.

  • N.E.W. Advisory Services reported no remaining Vanguard Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 32 Vanguard Russell 3000 ETF shares in Q2 2025, an estimated $7.9K.
  • N.E.W. Advisory Services first reported a position in Vanguard Russell 3000 ETF in Q1 2025 and held it in 1 quarter.
  • N.E.W. Advisory Services's Vanguard Russell 3000 ETF position peaked at $7.9K in Q1 2025.
  • 210 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2025.

Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.