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

Angeles 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 		$5.63K Buy
+17
New +$5.44K ﹤0.01% 617
2025
Q4 		– Sell
-17
Closed -$5K – 495
2025
Q3 		$5K Buy
+17
New +$4.82K ﹤0.01% 403

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 $1.43B AUM 24.87% 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

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

Angeles Wealth Management opened a new position in Vanguard Russell 3000 ETF (VTHR) in Q2 2026: 17 shares worth $5.63K. The stake represents ﹤0.01% of the portfolio and ranks #617 among its holdings. This is a return to the name: Angeles Wealth Management previously reported a position in VTHR as recently as Q3 2025.

Angeles Wealth Management first reported a position in VTHR in Q3 2025 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Angeles Wealth Management held 17 shares of Vanguard Russell 3000 ETF worth $5.63K as of Q2 2026.
  • Vanguard Russell 3000 ETF was a new Angeles Wealth Management position in Q2 2026.
  • Vanguard Russell 3000 ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #617 holding.
  • Angeles Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q3 2025 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.