Purchases and Sales Made in Q1 2025 in Vanguard Russell 3000 ETF (VTHR)
This table provides information about the institutional ownership of Vanguard Russell 3000 ETF (VTHR) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 3000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
252+ 18.37% |
$61.3K - $68.6K
|
1.62K
$423K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
246+ 2.01% |
$59.8K - $66.9K
|
12.5K
$3.25M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
228+ 1.93% |
$55.4K - $62K
|
12.1K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
217+ 1.53% |
$52.8K - $59K
|
14.4K
$3.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
174+ 62.82% |
$42.3K - $47.3K
|
451
$117K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
137+ 0.1% |
$33.3K - $37.3K
|
134K
$34.9M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
136New |
$33.1K - $37K
|
136
$35.4K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
132+ 0.33% |
$32.1K - $35.9K
|
40.3K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
121+ 3.3% |
$29.4K - $32.9K
|
3.78K
$985K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
114+ 46.53% |
$27.7K - $31K
|
359
$93.5K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
112+ 0.97% |
$27.2K - $30.5K
|
11.7K
$3.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
103+ 1.21% |
$25K - $28K
|
8.61K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
98+ 0.79% |
$23.8K - $26.7K
|
12.5K
$3.26M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
90+ 138.46% |
$21.9K - $24.5K
|
155
$40.3K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
87+ 1.84% |
$21.2K - $23.7K
|
4.8K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
82+ 0.79% |
$19.9K - $22.3K
|
10.5K
$2.72M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
82+ 1.41% |
$19.9K - $22.3K
|
5.91K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81+ 6.23% |
$19.7K - $22K
|
1.38K
$360K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
76+ 0.29% |
$18.5K - $20.7K
|
26.7K
$6.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
67+ 1.12% |
$16.3K - $18.2K
|
6.03K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
66+ 3.19% |
$16.1K - $18K
|
2.13K
$555K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
66+ 3.61% |
$16.1K - $18K
|
1.89K
$493K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
64+ 2.63% |
$15.6K - $17.4K
|
2.49K
$649K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
59+ 4.76% |
$14.3K - $16.1K
|
1.3K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
57+ 3.71% |
$13.9K - $15.5K
|
1.59K
$415K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
40New |
$9.73K - $10.9K
|
40
$10.4K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
32New |
$7.78K - $8.71K
|
32
$8.33K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
27+ 2.7% |
$6.57K - $7.35K
|
1.03K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
19+ 0.54% |
$4.62K - $5.17K
|
3.53K
$920K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18+ 1.33% |
$4.38K - $4.9K
|
1.37K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15+ 16.48% |
$3.65K - $4.08K
|
106
$27.6K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
12New |
$2.92K - $3.26K
|
12
$3.12K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
12+ 0.3% |
$2.92K - $3.26K
|
4.02K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
11+ 0.6% |
$2.68K - $2.99K
|
1.83K
$477K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
11+ 0.45% |
$2.68K - $2.99K
|
2.46K
$641K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7+ 0.29% |
$1.7K - $1.9K
|
2.44K
$635K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
6+ 0.27% |
$1.46K - $1.63K
|
2.23K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6New |
$1.46K - $1.63K
|
6
$1.56K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
6+ 0.11% |
$1.46K - $1.63K
|
5.65K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4+ 21.05% |
$973 - $1.09K
|
23
$5.99K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
4+ 0.34% |
$973 - $1.09K
|
1.19K
$309K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3New |
$730 - $816
|
3
$781
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.04% |
$486 - $544
|
4.8K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$486 - $544
|
9.41K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.35% |
$486 - $544
|
579
$151K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2+ 0.11% |
$486 - $544
|
1.9K
$495K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.34% |
$486 - $544
|
584
$152K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$243 - $272
|
3.08K
$802K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.06% |
$243 - $272
|
1.76K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|