AFA
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
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return