AA Financial Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

AA Financial Advisors’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	$298K	Sell	899 -5	-0.6%	-$1.6K	0.04%	190
2026 Q1	$260K	Sell	904 -103	-10%	-$31K	0.04%	197
2025 Q4	$302K	Buy	1,007 +12	+1%	+$3.58K	0.06%	167
2025 Q3	$293K	Sell	995 -31	-3%	-$8.78K	0.06%	155
2025 Q2	$280K	Sell	1,026 -1	-0.1%	-$252	0.06%	158
2025 Q1	$253K	Buy	1,027 +27	+3%	+$7.03K	0.06%	150
2024 Q4	$260K	Sell	1,000 -55	-5%	-$14.4K	0.07%	147
2024 Q3	$268K	Sell	1,055 -5	-0.5%	-$1.22K	0.08%	145
2024 Q2	$254K	Buy	1,060 +8	+0.8%	+$1.86K	0.09%	145
2024 Q1	$245K	Sell	1,052 -123	-10%	-$27.3K	0.1%	140
2023 Q4	$250K	Buy	+1,175	New	+$233K	0.17%	55

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

AA Financial Advisors's VTHR Position: Q2 2026 in Review

AA Financial Advisors reduced its Vanguard Russell 3000 ETF (VTHR) stake by 0.55% in Q2 2026, selling an estimated $1.6K and leaving 899 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #190.

AA Financial Advisors first reported a position in VTHR in Q4 2023 and has held it in 11 quarters since. The position peaked at $302K in Q4 2025. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

AA Financial Advisors held 899 shares of Vanguard Russell 3000 ETF worth $298K as of Q2 2026.
AA Financial Advisors sold 5 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $1.6K.
Vanguard Russell 3000 ETF made up 0.04% of AA Financial Advisors's portfolio in Q2 2026, its #190 holding.
AA Financial Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
AA Financial Advisors's Vanguard Russell 3000 ETF position peaked at $302K in Q4 2025.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.