AA Financial Advisors
VTHR icon

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
Q3 		$301K Sell
897
-2
-0.2% -$671 0.04% 208
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

Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Trustees of Dartmouth College
Trustees of Dartmouth College Hanover, New Hampshire $294M AUM 16.99% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

AA Financial Advisors's VTHR Position: Q3 2026 in Review

AA Financial Advisors reduced its Vanguard Russell 3000 ETF (VTHR) stake by 0.22% in Q3 2026, selling an estimated $671 and leaving 897 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #208.

AA Financial Advisors first reported a position in VTHR in Q4 2023 and has held it in 12 quarters since. The position peaked at $302K in Q4 2025. 190 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

  • AA Financial Advisors held 897 shares of Vanguard Russell 3000 ETF worth $301K as of Q3 2026.
  • AA Financial Advisors sold 2 Vanguard Russell 3000 ETF shares in Q3 2026, an estimated $671.
  • Vanguard Russell 3000 ETF made up 0.04% of AA Financial Advisors's portfolio in Q3 2026, its #208 holding.
  • AA Financial Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2023 and has held it in 12 quarters since.
  • AA Financial Advisors's Vanguard Russell 3000 ETF position peaked at $302K in Q4 2025.
  • 190 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.