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Arbor Investment Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Arbor Investment 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 		$537K Hold
1,619
– – 0.06% 76
2026
Q1 		$466K Sell
1,619
-34
-2% -$10.2K 0.06% 64
2025
Q4 		$496K Sell
1,653
-69
-4% -$20.6K 0.07% 59
2025
Q3 		$507K Sell
1,722
-65
-4% -$18.4K 0.06% 70
2025
Q2 		$487K Sell
1,787
-239
-12% -$60.3K 0.06% 58
2025
Q1 		$500K Sell
2,026
-237
-10% -$61.7K 0.07% 56
2024
Q4 		$588K Buy
2,263
+1
+0% +$262 0.08% 52
2024
Q3 		$574K Sell
2,262
-105
-4% -$25.7K 0.08% 59
2024
Q2 		$567K Hold
2,367
– – 0.08% 49
2024
Q1 		$551K Buy
2,367
+2
+0.1% +$443 0.08% 58
2023
Q4 		$503K Buy
2,365
+2
+0.1% +$396 0.08% 57
2023
Q3 		$451K Sell
2,363
-182
-7% -$36.1K 0.08% 56
2023
Q2 		$502K Sell
2,545
-31
-1% -$5.8K 0.09% 55
2023
Q1 		$472K Sell
2,576
-18
-0.7% -$3.23K 0.09% 56
2022
Q4 		$445K Sell
2,594
-56
-2% -$9.68K 0.09% 60
2022
Q3 		$427K Buy
2,650
+2
+0.1% +$357 0.1% 44
2022
Q2 		$447K Sell
2,648
-25
-0.9% -$4.6K 0.1% 58
2022
Q1 		$545K Buy
2,673
+2
+0.1% +$402 0.1% 55
2021
Q4 		$576K Sell
2,671
-126
-5% -$26.5K 0.11% 53
2021
Q3 		$554K Buy
2,797
+2
+0.1% +$407 0.11% 51
2021
Q2 		$557K Sell
2,795
-234
-8% -$45.4K 0.12% 52
2021
Q1 		$560K Buy
3,029
+1
+0% +$181 0.13% 50
2020
Q4 		$527K Sell
3,028
-84
-3% -$13.7K 0.12% 52
2020
Q3 		$474K Sell
3,112
-78
-2% -$11.7K 0.12% 48
2020
Q2 		$446K Buy
3,190
+547
+21% +$72.1K 0.12% 48
2020
Q1 		$304K Buy
+2,643
New +$365K 0.1% 64
2016
Q4 		– Sell
-3,022
Closed -$300K – 45
2016
Q3 		$300K Sell
3,022
-87
-3% -$8.63K 0.16% 34
2016
Q2 		$297K Buy
3,109
+2
+0.1% +$190 0.17% 35
2016
Q1 		$292K Sell
3,107
-105
-3% -$9.32K 0.18% 30
2015
Q4 		$301K Buy
+3,212
New +$303K 0.18% 31

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

Arbor Investment Advisors's VTHR Position: Q2 2026 in Review

Arbor Investment Advisors held its Vanguard Russell 3000 ETF (VTHR) position steady in Q2 2026 at 1,619 shares worth $537K. The position accounts for 0.06% of the portfolio, ranked #76.

Arbor Investment Advisors first reported a position in VTHR in Q4 2015 and has held it in 30 quarters since. The position peaked at $588K in Q4 2024. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Arbor Investment Advisors held 1,619 shares of Vanguard Russell 3000 ETF worth $537K as of Q2 2026.
  • Arbor Investment Advisors left its Vanguard Russell 3000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 3000 ETF made up 0.06% of Arbor Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Arbor Investment Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2015 and has held it in 30 quarters since.
  • Arbor Investment Advisors's Vanguard Russell 3000 ETF position peaked at $588K in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.