Allworth Financial’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Allworth Financial’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	$258K	Buy	777 +1	+0.1%	+$320	﹤0.01%	1343
2026 Q1	$223K	Buy	776 +2	+0.3%	+$601	﹤0.01%	1333
2025 Q4	$232K	Buy	774 +2	+0.3%	+$596	﹤0.01%	1273
2025 Q3	$227K	Buy	772 +186	+32%	+$52.7K	﹤0.01%	1245
2025 Q2	$160K	Buy	586 +2	+0.3%	+$505	﹤0.01%	1279
2025 Q1	$141K	Buy	584 +2	+0.3%	+$521	﹤0.01%	1075
2024 Q4	$157K	Buy	582 +2	+0.3%	+$523	﹤0.01%	1040
2024 Q3	$147K	Sell	580 -51	-8%	-$12.5K	﹤0.01%	915
2024 Q2	$153K	Buy	631 +2	+0.3%	+$464	﹤0.01%	902
2024 Q1	$146K	Buy	629 +2	+0.3%	+$443	﹤0.01%	887
2023 Q4	$133K	Buy	627 +3	+0.5%	+$594	﹤0.01%	845
2023 Q3	$119K	Buy	624 +7	+1%	+$1.39K	﹤0.01%	822
2023 Q2	$122K	Buy	617 +3	+0.5%	+$562	﹤0.01%	827
2023 Q1	$113K	Buy	614 +563	+1,104%	+$101K	﹤0.01%	815
2022 Q4	$8.78K	Hold	51	–	–	﹤0.01%	1725
2022 Q3	$8K	Buy	51 +1	+2%	+$179	﹤0.01%	1763
2022 Q2	$9K	Buy	+50	New	+$9.21K	﹤0.01%	1613

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

Allworth Financial's VTHR Position: Q2 2026 in Review

Allworth Financial increased its Vanguard Russell 3000 ETF (VTHR) stake by 0.13% in Q2 2026, buying an estimated $320 and bringing the position to 777 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Allworth Financial first reported a position in VTHR in Q2 2022 and has held it in 17 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Allworth Financial held 777 shares of Vanguard Russell 3000 ETF worth $258K as of Q2 2026.
Allworth Financial bought 1 Vanguard Russell 3000 ETF share in Q2 2026, an estimated $320.
Vanguard Russell 3000 ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1343 holding.
Allworth Financial first reported a position in Vanguard Russell 3000 ETF in Q2 2022 and has held it in 17 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.