Aptus Capital Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Aptus Capital Advisors’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	$246K	Buy	741 +606	+449%	+$194K	﹤0.01%	1028
2026 Q1	$38.8K	Hold	135	–	–	﹤0.01%	1304
2025 Q4	$40.5K	Hold	135	–	–	﹤0.01%	1318
2025 Q3	$39.7K	Buy	135 +105	+350%	+$29.7K	﹤0.01%	1265
2025 Q2	$8.18K	Hold	30	–	–	﹤0.01%	1378
2025 Q1	$7.4K	Hold	30	–	–	﹤0.01%	1306
2024 Q4	$7.79K	Buy	30 +22	+275%	+$5.76K	﹤0.01%	1302
2024 Q3	$2.03K	Buy	+8	New	+$1.96K	﹤0.01%	1190
2020 Q1	–	Sell	-40	Closed	-$5K	–	534
2019 Q4	$5K	Buy	+40	New	+$5.6K	﹤0.01%	472

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

Aptus Capital Advisors's VTHR Position: Q2 2026 in Review

Aptus Capital Advisors increased its Vanguard Russell 3000 ETF (VTHR) stake by 449% in Q2 2026, buying an estimated $194K and bringing the position to 741 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Aptus Capital Advisors first reported a position in VTHR in Q4 2019 and has held it in 9 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Aptus Capital Advisors held 741 shares of Vanguard Russell 3000 ETF worth $246K as of Q2 2026.
Aptus Capital Advisors bought 606 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $194K.
Vanguard Russell 3000 ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1028 holding.
Aptus Capital Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2019 and has held it in 9 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.