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 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CFO

Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

1900 Wealth Management's VTHR Position: Q2 2026 in Review

1900 Wealth Management held its Vanguard Russell 3000 ETF (VTHR) position steady in Q2 2026 at 9,510 shares worth $3.15M. The position accounts for 0.18% of the portfolio, ranked #69.

1900 Wealth Management first reported a position in VTHR in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.1M in Q3 2024. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

1900 Wealth Management held 9,510 shares of Vanguard Russell 3000 ETF worth $3.15M as of Q2 2026.
1900 Wealth Management left its Vanguard Russell 3000 ETF share count unchanged in Q2 2026.
Vanguard Russell 3000 ETF made up 0.18% of 1900 Wealth Management's portfolio in Q2 2026, its #69 holding.
1900 Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q1 2021 and has held it in 22 quarters since.
1900 Wealth Management's Vanguard Russell 3000 ETF position peaked at $4.1M in Q3 2024.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.