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VTHR icon

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

AE 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 		$15.6K Buy
47
+10
+27% +$3.2K ﹤0.01% 2305
2026
Q1 		$10.6K Buy
37
+7
+23% +$2.1K ﹤0.01% 2268
2025
Q4 		$9.01K Buy
30
+2
+7% +$596 ﹤0.01% 2149
2025
Q3 		$8.24K Buy
28
+2
+8% +$566 ﹤0.01% 2022
2025
Q2 		$7.09K Buy
26
+3
+13% +$757 ﹤0.01% 1920
2025
Q1 		$5.67K Buy
23
+4
+21% +$1.04K ﹤0.01% 1929
2024
Q4 		$4.93K Sell
19
-1,515
-99% -$396K ﹤0.01% 1924
2024
Q3 		$389K Hold
1,534
– – ﹤0.01% 954
2024
Q2 		$368K Buy
+1,534
New +$356K ﹤0.01% 973
2021
Q4 		– Sell
-1,263
Closed -$250K – 1800
2021
Q3 		$250K Buy
1,263
+112
+10% +$22.8K ﹤0.01% 1434
2021
Q2 		$229K Buy
1,151
+39
+4% +$7.56K ﹤0.01% 1454
2021
Q1 		$206K Sell
1,112
-427
-28% -$77.2K ﹤0.01% 1399
2020
Q4 		$268K Buy
1,539
+64
+4% +$10.5K ﹤0.01% 1184
2020
Q3 		$225K Sell
1,475
-444
-23% -$66.7K ﹤0.01% 1141
2020
Q2 		$268K Buy
1,919
+56
+3% +$7.38K ﹤0.01% 1064
2020
Q1 		$214K Buy
1,863
+107
+6% +$14.8K ﹤0.01% 985
2019
Q4 		$257K Buy
+1,756
New +$246K 0.01% 965

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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
TF
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
CFO
Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return
C
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

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

AE Wealth Management increased its Vanguard Russell 3000 ETF (VTHR) stake by 27% in Q2 2026, buying an estimated $3.2K and bringing the position to 47 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2305.

AE Wealth Management first reported a position in VTHR in Q4 2019 and has held it in 17 quarters since. The position peaked at $389K in Q3 2024. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • AE Wealth Management held 47 shares of Vanguard Russell 3000 ETF worth $15.6K as of Q2 2026.
  • AE Wealth Management bought 10 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $3.2K.
  • Vanguard Russell 3000 ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2305 holding.
  • AE Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q4 2019 and has held it in 17 quarters since.
  • AE Wealth Management's Vanguard Russell 3000 ETF position peaked at $389K in Q3 2024.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.