AC
VTHR icon

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
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 0.59% 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
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