NS
VTHR icon

NBC Securities’s Vanguard Russell 3000 ETF VTHR Stock Holding History

NBC Securities’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
2026
Q1 		$2.71M Hold
9,435
– – 0.2% 113
2025
Q4 		$2.83M Sell
9,435
-850
-8% -$253K 0.21% 105
2025
Q3 		$3.03M Sell
10,285
-715
-7% -$203K 0.23% 102
2025
Q2 		$3M Sell
11,000
-666
-6% -$168K 0.24% 99
2025
Q1 		$2.88M Buy
11,666
+11,654
+97,117% +$3.04M 0.25% 91
2024
Q4 		$3.12K Sell
12
-13,754
-100% -$3.6M 0.29% 74
2024
Q3 		$3.49M Sell
13,766
-484
-3% -$118K 0.29% 71
2024
Q2 		$3.41M Sell
14,250
-900
-6% -$209K 0.31% 66
2024
Q1 		$3.53M Hold
15,150
– – 0.33% 58
2023
Q4 		$3.22M Hold
15,150
– – 0.33% 65
2023
Q3 		$2.89M Buy
+15,150
New +$3.01M 0.32% 68

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 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 $89.9B AUM 20.5% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return