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Wealthstream Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Wealthstream Advisors’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 		$9.16M Sell
31,114
-1,760
-5% -$498K 1.38% 9
2025
Q2 		$8.97M Sell
32,874
-961
-3% -$242K 1.49% 9
2025
Q1 		$8.35M Sell
33,835
-70
-0.2% -$18.2K 1.56% 8
2024
Q4 		$8.81M Sell
33,905
-1,637
-5% -$428K 1.63% 8
2024
Q3 		$9.02M Sell
35,542
-653
-2% -$160K 1.64% 9
2024
Q2 		$8.67M Buy
36,195
+1,695
+5% +$393K 3.17% 6
2024
Q1 		$8.04M Buy
34,500
+1,246
+4% +$276K 3.05% 7
2023
Q4 		$7.08M Buy
33,254
+2,741
+9% +$543K 2.92% 7
2023
Q3 		$5.82M Buy
30,513
+2,368
+8% +$470K 3.01% 8
2023
Q2 		$5.56M Buy
28,145
+1,949
+7% +$365K 2.91% 8
2023
Q1 		$4.8M Buy
26,196
+3,068
+13% +$551K 2.87% 8
2022
Q4 		$3.97M Buy
+23,128
New +$4M 2.59% 8

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

Wealthstream Advisors's VTHR Position: Q3 2025 in Review

Wealthstream Advisors reduced its Vanguard Russell 3000 ETF (VTHR) stake by 5.4% in Q3 2025, selling an estimated $498K and leaving 31,114 shares worth $9.16M. The position accounts for 1.38% of the portfolio, ranked #9.

Wealthstream Advisors first reported a position in VTHR in Q4 2022 and has held it in 12 quarters since. 208 funds tracked by Wall St. Rank hold VTHR as of Q3 2025.

  • Wealthstream Advisors held 31,114 shares of Vanguard Russell 3000 ETF worth $9.16M as of Q3 2025.
  • Wealthstream Advisors sold 1,760 Vanguard Russell 3000 ETF shares in Q3 2025, an estimated $498K.
  • Vanguard Russell 3000 ETF made up 1.38% of Wealthstream Advisors's portfolio in Q3 2025, its #9 holding.
  • Wealthstream Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2022 and has held it in 12 quarters since.
  • 208 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.