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Sheets Smith Investment Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Sheets Smith Investment 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 		$276K Sell
938
-86
-8% -$24.4K 0.18% 101
2025
Q2 		$279K Buy
+1,024
New +$258K 0.25% 68

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

Sheets Smith Investment Management's VTHR Position: Q3 2025 in Review

Sheets Smith Investment Management reduced its Vanguard Russell 3000 ETF (VTHR) stake by 8.4% in Q3 2025, selling an estimated $24.4K and leaving 938 shares worth $276K. The position accounts for 0.18% of the portfolio, ranked #101.

Sheets Smith Investment Management first reported a position in VTHR in Q2 2025 and has held it in 2 quarters since. The position peaked at $279K in Q2 2025. 208 funds tracked by Wall St. Rank hold VTHR as of Q3 2025.

  • Sheets Smith Investment Management held 938 shares of Vanguard Russell 3000 ETF worth $276K as of Q3 2025.
  • Sheets Smith Investment Management sold 86 Vanguard Russell 3000 ETF shares in Q3 2025, an estimated $24.4K.
  • Vanguard Russell 3000 ETF made up 0.18% of Sheets Smith Investment Management's portfolio in Q3 2025, its #101 holding.
  • Sheets Smith Investment Management first reported a position in Vanguard Russell 3000 ETF in Q2 2025 and has held it in 2 quarters since.
  • Sheets Smith Investment Management's Vanguard Russell 3000 ETF position peaked at $279K in Q2 2025.
  • 208 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.