TFF
VTHR icon

The Family Firm’s Vanguard Russell 3000 ETF VTHR Stock Holding History

The Family Firm’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 		$11.4M Buy
41,713
+1,444
+4% +$364K 2.74% 7
2025
Q1 		$9.94M Buy
40,269
+132
+0.3% +$34.4K 2.22% 7
2024
Q4 		$10.4M Buy
40,137
+592
+1% +$155K 2.32% 7
2024
Q3 		$10M Buy
39,545
+143
+0.4% +$35K 2.2% 7
2024
Q2 		$9.44M Buy
39,402
+167
+0.4% +$38.7K 2.11% 7
2024
Q1 		$9.14M Sell
39,235
-1,005
-2% -$223K 2.23% 8
2023
Q4 		$8.56M Buy
40,240
+431
+1% +$85.4K 2.21% 8
2023
Q3 		$7.59M Sell
39,809
-1,954
-5% -$388K 2.13% 8
2023
Q2 		$8.25M Buy
41,763
+1,910
+5% +$357K 2.18% 8
2023
Q1 		$7.31M Buy
39,853
+431
+1% +$77.4K 2.02% 8
2022
Q4 		$6.77M Buy
39,422
+4,430
+13% +$766K 1.98% 8
2022
Q3 		$5.64M Sell
34,992
-4,065
-10% -$727K 1.8% 12
2022
Q2 		$6.6M Buy
39,057
+316
+0.8% +$58.2K 1.95% 9
2022
Q1 		$7.9M Buy
38,741
+2,317
+6% +$466K 2.07% 8
2021
Q4 		$7.86M Buy
36,424
+238
+0.7% +$50.1K 2.03% 9
2021
Q3 		$7.56M Sell
36,186
-72
-0.2% -$14.7K 1.99% 8
2021
Q2 		$7.22M Buy
36,258
+627
+2% +$122K 1.97% 9
2021
Q1 		$6.59M Sell
35,631
-24
-0.1% -$4.34K 1.9% 10
2020
Q4 		$6.29M Buy
35,655
+3,405
+11% +$557K 1.87% 10
2020
Q3 		$4.91M Buy
32,250
+2,131
+7% +$320K 1.76% 13
2020
Q2 		$4.21M Sell
30,119
-483
-2% -$63.7K 1.58% 14
2020
Q1 		$3.52M Buy
30,602
+1,644
+6% +$227K 1.5% 14
2019
Q4 		$4.24M Buy
28,958
+263
+0.9% +$36.8K 1.44% 17
2019
Q3 		$3.88M Sell
28,695
-535
-2% -$72.1K 1.38% 17
2019
Q2 		$3.92M Buy
29,230
+1,048
+4% +$138K 1.38% 17
2019
Q1 		$3.65M Sell
28,182
-473
-2% -$58.9K 1.33% 18
2018
Q4 		$3.27M Buy
28,655
+4,329
+18% +$533K 1.31% 18
2018
Q3 		$3.25M Buy
24,326
+1,067
+5% +$140K 1.18% 20
2018
Q2 		$2.92M Sell
23,259
-118
-0.5% -$14.7K 1.1% 20
2018
Q1 		$2.84M Sell
23,377
-563
-2% -$70.5K 1.11% 20
2017
Q4 		$2.94M Buy
23,940
+563
+2% +$67.3K 1.17% 20
2017
Q3 		$2.71M Buy
23,377
+1,236
+6% +$140K 1.13% 20
2017
Q2 		$2.47M Buy
22,141
+104
+0.5% +$11.5K 1.09% 22
2017
Q1 		$2.39M Buy
22,037
+2,810
+15% +$301K 1.14% 20
2016
Q4 		$1.99M Sell
19,227
-1,669
-8% -$168K 0.94% 25
2016
Q3 		$2.08M Buy
20,896
+318
+2% +$31.5K 0.99% 23
2016
Q2 		$1.96M Sell
20,578
-76
-0.4% -$7.2K 0.98% 22
2016
Q1 		$1.94M Buy
20,654
+3,754
+22% +$333K 0.98% 21
2015
Q4 		$1.58M Buy
16,900
+3,894
+30% +$367K 0.84% 26
2015
Q3 		$1.15M Buy
13,006
+6,580
+102% +$618K 0.62% 35
2015
Q2 		$615K Sell
6,426
-2,866
-31% -$280K 0.32% 53
2015
Q1 		$894K Buy
9,292
+3,507
+61% +$335K 0.46% 40
2014
Q4 		$550K Buy
+5,785
New +$535K 0.29% 53

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

The Family Firm's VTHR Position: Q2 2025 in Review

The Family Firm increased its Vanguard Russell 3000 ETF (VTHR) stake by 3.6% in Q2 2025, buying an estimated $364K and bringing the position to 41,713 shares worth $11.4M. The position accounts for 2.74% of the portfolio, ranked #7.

The Family Firm first reported a position in VTHR in Q4 2014 and has held it in 43 quarters since. 210 funds tracked by Wall St. Rank hold VTHR as of Q2 2025.

  • The Family Firm held 41,713 shares of Vanguard Russell 3000 ETF worth $11.4M as of Q2 2025.
  • The Family Firm bought 1,444 Vanguard Russell 3000 ETF shares in Q2 2025, an estimated $364K.
  • Vanguard Russell 3000 ETF made up 2.74% of The Family Firm's portfolio in Q2 2025, its #7 holding.
  • The Family Firm first reported a position in Vanguard Russell 3000 ETF in Q4 2014 and has held it in 43 quarters since.
  • 210 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.