Hb Wealth Management, LLC Vanguard Russell 3000 ETF Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 778 shares of VTHR stock, worth $229,720. This represents 0.0% of its overall portfolio holdings.

Number of Shares

778

Holding current value

$229,720

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 23, 2025	BUY	$272.54 - $295.85 $212,036 - $230,171	778 New	778 $228,000

Others Institutions Holding VTHR

# of Institutions

226

Shares Held

4.72M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

525K
Shares

$155 Million
0.04% of portfolio
Lincoln National Corp

466K
Shares

$138 Million
3.87% of portfolio
Tompkins Financial Corp

277K
Shares

$81.7 Million
6.97% of portfolio
Cliffwater LLC Marina Del Rey, CA

236K
Shares

$69.7 Million
16.75% of portfolio
Morgan Stanley New York, NY

225K
Shares

$66.4 Million
0.0% of portfolio

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About VANGUARD RUSSELL 3000 ETF

Ticker VTHR
Sector ETFs
Industry ETFs

More about VTHR

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Hb Wealth Management, LLC Vanguard Russell 3000 ETF Transaction History