AlphaCore Capital’s Vanguard Russell 3000 ETF VTHR Stock Holding History

AlphaCore Capital’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	$19.2M	Buy	57,817 +10,019	+21%	+$3.21M	0.35%	74
2026 Q1	$13.7M	Buy	47,798 +11,013	+30%	+$3.31M	0.33%	78
2025 Q4	$11M	Buy	36,785 +2,746	+8%	+$819K	0.25%	86
2025 Q3	$10M	Buy	34,039 +4,328	+15%	+$1.23M	0.34%	63
2025 Q2	$8.1M	Buy	29,711 +1,880	+7%	+$474K	0.31%	69
2025 Q1	$6.87M	Buy	+27,831	New	+$7.25M	0.58%	34
2022 Q3	–	Sell	-4,528	Closed	-$765K	–	165
2022 Q2	$765K	Buy	4,528 +180	+4%	+$33.1K	0.36%	29
2022 Q1	$887K	Buy	4,348 +288	+7%	+$57.9K	0.34%	27
2021 Q4	$876K	Buy	4,060 +1,130	+39%	+$238K	0.38%	20
2021 Q3	$580K	Buy	2,930 +698	+31%	+$142K	0.29%	25
2021 Q2	$444K	Buy	+2,232	New	+$433K	0.24%	23

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

AlphaCore Capital's VTHR Position: Q2 2026 in Review

AlphaCore Capital increased its Vanguard Russell 3000 ETF (VTHR) stake by 21% in Q2 2026, buying an estimated $3.21M and bringing the position to 57,817 shares worth $19.2M. The position accounts for 0.35% of the portfolio, ranked #74.

AlphaCore Capital first reported a position in VTHR in Q2 2021 and has held it in 11 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

AlphaCore Capital held 57,817 shares of Vanguard Russell 3000 ETF worth $19.2M as of Q2 2026.
AlphaCore Capital bought 10,019 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $3.21M.
Vanguard Russell 3000 ETF made up 0.35% of AlphaCore Capital's portfolio in Q2 2026, its #74 holding.
AlphaCore Capital first reported a position in Vanguard Russell 3000 ETF in Q2 2021 and has held it in 11 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.