Purchases and Sales Made in Q2 2025 in Vanguard Russell 3000 ETF (VTHR)
This table provides information about the institutional ownership of Vanguard Russell 3000 ETF (VTHR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
139KNew |
$30.4M - $37.9M
|
139K
$39M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
40.5K+ 22.58% |
$8.86M - $11.1M
|
220K
$61.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
36.1K+ 429.4% |
$7.89M - $9.84M
|
44.5K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
15.1KNew |
$3.29M - $4.11M
|
15.1K
$4.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
10.2KNew |
$2.23M - $2.78M
|
10.2K
$2.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Lincoln National Corp
|
BUY
|
- |
6.53K+ 1.42% |
$1.43M - $1.78M
|
466K
$131M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
4.4KNew |
$962K - $1.2M
|
4.4K
$1.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.27KNew |
$934K - $1.16M
|
4.27K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
4.17K+ 20.33% |
$912K - $1.14M
|
24.7K
$6.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.35K+ 210.29% |
$733K - $914K
|
4.95K
$1.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
2.46K+ 36.1% |
$537K - $670K
|
9.26K
$2.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
2.42KNew |
$530K - $661K
|
2.42K
$680K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.13K+ 17.07% |
$466K - $581K
|
14.6K
$4.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1.91KNew |
$417K - $520K
|
1.91K
$535K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.5KNew |
$327K - $408K
|
1.5K
$420K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
1.47KNew |
$322K - $401K
|
1.47K
$413K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.44K+ 3.59% |
$316K - $394K
|
41.7K
$11.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 74.22% |
$224K - $280K
|
2.41K
$675K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
883New |
$193K - $241K
|
883
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
852+ 37.11% |
$186K - $232K
|
3.15K
$884K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
831+ 33.54% |
$182K - $227K
|
3.31K
$929K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
771New |
$169K - $210K
|
771
$216K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
529+ 3.35% |
$116K - $144K
|
16.3K
$4.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
509+ 2.83% |
$111K - $139K
|
18.5K
$5.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
373+ 7.07% |
$81.6K - $102K
|
5.65K
$1.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
314New |
$68.7K - $85.6K
|
314
$88.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
256+ 0.96% |
$56K - $69.8K
|
26.9K
$7.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
226+ 1.4% |
$49.4K - $61.6K
|
16.4K
$4.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
197+ 3.36% |
$43.1K - $53.7K
|
6.05K
$1.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
184+ 4.86% |
$40.2K - $50.2K
|
3.97K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
163+ 9.84% |
$35.6K - $44.5K
|
1.82K
$511K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
144+ 2.44% |
$31.5K - $39.3K
|
6.05K
$1.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
143+ 0.94% |
$31.3K - $39K
|
15.3K
$4.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
131+ 14.33% |
$28.7K - $35.7K
|
1.05K
$293K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
108+ 1.31% |
$23.6K - $29.5K
|
8.36K
$2.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
81+ 26.56% |
$17.7K - $22.1K
|
386
$108K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
78+ 0.53% |
$17.1K - $21.3K
|
14.8K
$4.17M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
46+ 1.23% |
$10.1K - $12.5K
|
3.79K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
18+ 0.02% |
$3.94K - $4.91K
|
84.1K
$23.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7+ 0.29% |
$1.53K - $1.91K
|
2.45K
$687K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6New |
$1.31K - $1.64K
|
6
$1.68K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.25% |
$656 - $818
|
1.19K
$334K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3+ 13.04% |
$656 - $818
|
26
$7.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.35% |
$437 - $546
|
581
$163K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2+ 1.23% |
$437 - $546
|
165
$46.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.34% |
$437 - $546
|
586
$164K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1- 0.1% |
$219 - $273
|
1.03K
$288K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1- 0.03% |
$219 - $273
|
3.08K
$865K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2- 0.11% |
$437 - $546
|
1.9K
$533K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-17- 0.17% |
$3.72K - $4.64K
|
9.87K
$2.77M
|