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Wingate Wealth Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Wingate Wealth 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
Q1 		– Sell
-2
Closed -$519 – 446
2024
Q4 		$519 Buy
+2
New +$523 ﹤0.01% 461

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wingate Wealth Advisors's VTHR Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2025, closing a stake of 2 shares — an estimated $519 sold.

Wingate Wealth Advisors first reported a position in VTHR in Q4 2024 and held it in 1 quarter. The position peaked at $519 in Q4 2024. 203 funds tracked by Wall St. Rank hold VTHR as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Vanguard Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 2 Vanguard Russell 3000 ETF shares in Q1 2025, an estimated $519.
  • Wingate Wealth Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Vanguard Russell 3000 ETF position peaked at $519 in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.