Activest Wealth Management
VTHR icon

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

Activest 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 		– Sell
-155
Closed -$44.6K – 1507
2026
Q1 		$44.6K Hold
155
– – 0.01% 357
2025
Q4 		$46.6K Hold
155
– – 0.01% 330
2025
Q3 		$45.6K Hold
155
– – 0.01% 274
2025
Q2 		$42.3K Hold
155
– – 0.01% 227
2025
Q1 		$38.2K Hold
155
– – 0.01% 214
2024
Q4 		$40.3K Hold
155
– – 0.01% 189
2024
Q3 		$39.3K Hold
155
– – 0.01% 194
2024
Q2 		$37.1K Buy
+155
New +$36K 0.01% 197

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Callan Family Office
Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return
Cliffwater
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Activest Wealth Management sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2026, closing a stake of 155 shares — an estimated $44.6K sold.

Activest Wealth Management first reported a position in VTHR in Q2 2024 and held it in 8 quarters. The position peaked at $46.6K in Q4 2025. 248 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Activest Wealth Management reported no remaining Vanguard Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 155 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $44.6K.
  • Activest Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q2 2024 and held it in 8 quarters.
  • Activest Wealth Management's Vanguard Russell 3000 ETF position peaked at $46.6K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.