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

PBMares 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
Q3 		$2.18M Sell
7,392
-318
-4% -$90.1K 0.35% 38
2025
Q2 		$2.1M Sell
7,710
-2,173
-22% -$548K 0.38% 37
2025
Q1 		$2.44M Buy
9,883
+351
+4% +$91.4K 0.49% 30
2024
Q4 		$2.48M Hold
9,532
– – 0.51% 31
2024
Q3 		$2.42M Hold
9,532
– – 0.51% 29
2024
Q2 		$2.28M Buy
+9,532
New +$2.21M 0.56% 30

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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

PBMares Wealth Management's VTHR Position: Q3 2025 in Review

PBMares Wealth Management reduced its Vanguard Russell 3000 ETF (VTHR) stake by 4.1% in Q3 2025, selling an estimated $90.1K and leaving 7,392 shares worth $2.18M. The position accounts for 0.35% of the portfolio, ranked #38.

PBMares Wealth Management first reported a position in VTHR in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.48M in Q4 2024. 208 funds tracked by Wall St. Rank hold VTHR as of Q3 2025.

  • PBMares Wealth Management held 7,392 shares of Vanguard Russell 3000 ETF worth $2.18M as of Q3 2025.
  • PBMares Wealth Management sold 318 Vanguard Russell 3000 ETF shares in Q3 2025, an estimated $90.1K.
  • Vanguard Russell 3000 ETF made up 0.35% of PBMares Wealth Management's portfolio in Q3 2025, its #38 holding.
  • PBMares Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q2 2024 and has held it in 6 quarters since.
  • PBMares Wealth Management's Vanguard Russell 3000 ETF position peaked at $2.48M in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.