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

Venturi 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
Q1 		– Sell
-107
Closed -$27.8K – 1819
2024
Q4 		$27.8K Hold
107
– – ﹤0.01% 1185
2024
Q3 		$27.1K Buy
+107
New +$26.2K ﹤0.01% 943

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Venturi Wealth Management's VTHR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2025, closing a stake of 107 shares — an estimated $27.8K sold.

Venturi Wealth Management first reported a position in VTHR in Q3 2024 and held it in 2 quarters. The position peaked at $27.8K in Q4 2024. 203 funds tracked by Wall St. Rank hold VTHR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Vanguard Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 107 Vanguard Russell 3000 ETF shares in Q1 2025, an estimated $27.8K.
  • Venturi Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Vanguard Russell 3000 ETF position peaked at $27.8K in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.