1900 Wealth Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

1900 Wealth Management’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
2026 Q3	$3.19M	Hold	9,510	–	–	0.17%	68
2026 Q2	$3.15M	Hold	9,510	–	–	0.18%	69
2026 Q1	$2.73M	Buy	9,510 +99	+1%	+$29.8K	0.18%	67
2025 Q4	$2.83M	Hold	9,411	–	–	0.18%	66
2025 Q3	$2.77M	Hold	9,411	–	–	0.19%	61
2025 Q2	$2.57M	Hold	9,411	–	–	0.19%	61
2025 Q1	$2.32M	Buy	9,411 +2	+0%	+$521	0.19%	64
2024 Q4	$2.44M	Sell	9,409 -6,773	-42%	-$1.77M	0.21%	64
2024 Q3	$4.1M	Hold	16,182	–	–	0.35%	50
2024 Q2	$3.88M	Hold	16,182	–	–	0.36%	51
2024 Q1	$3.77M	Hold	16,182	–	–	0.34%	56
2023 Q4	$3.44M	Hold	16,182	–	–	0.32%	63
2023 Q3	$3.09M	Hold	16,182	–	–	0.31%	69
2023 Q2	$3.2M	Buy	16,182 +9,409	+139%	+$1.76M	0.33%	62
2023 Q1	$1.16M	Hold	6,773	–	–	0.12%	109
2022 Q4	$1.16M	Hold	6,773	–	–	0.13%	111
2022 Q3	$1.09M	Buy	6,773 +1,741	+35%	+$311K	0.13%	110
2022 Q2	$850K	Hold	5,032	–	–	0.09%	125
2022 Q1	$1.03M	Hold	5,032	–	–	0.1%	120
2021 Q4	$1.09M	Hold	5,032	–	–	0.1%	125
2021 Q3	$997K	Hold	5,032	–	–	0.1%	125
2021 Q2	$1M	Hold	5,032	–	–	0.1%	117
2021 Q1	$930K	Buy	+5,032	New	+$909K	0.07%	102

Other funds holding VTHR

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DFC

DB Fitzpatrick & Co Boise, Idaho $121M AUM 9.03% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

1900 Wealth Management's VTHR Position: Q3 2026 in Review

1900 Wealth Management held its Vanguard Russell 3000 ETF (VTHR) position steady in Q3 2026 at 9,510 shares worth $3.19M. The position accounts for 0.17% of the portfolio, ranked #68.

1900 Wealth Management first reported a position in VTHR in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.1M in Q3 2024. 42 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

1900 Wealth Management held 9,510 shares of Vanguard Russell 3000 ETF worth $3.19M as of Q3 2026.
1900 Wealth Management left its Vanguard Russell 3000 ETF share count unchanged in Q3 2026.
Vanguard Russell 3000 ETF made up 0.17% of 1900 Wealth Management's portfolio in Q3 2026, its #68 holding.
1900 Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q1 2021 and has held it in 23 quarters since.
1900 Wealth Management's Vanguard Russell 3000 ETF position peaked at $4.1M in Q3 2024.
42 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.