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Arkadios Wealth Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Arkadios Wealth 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
Q1 		– Sell
-2,033
Closed -$611K – 1799
2025
Q4 		$611K Buy
+2,033
New +$606K 0.01% 910

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 $1.42B AUM 19.14% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Arkadios Wealth Advisors's VTHR Position: Q1 2026 in Review

Arkadios Wealth Advisors sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2026, closing a stake of 2,033 shares — an estimated $611K sold.

Arkadios Wealth Advisors first reported a position in VTHR in Q4 2025 and held it in 1 quarter. The position peaked at $611K in Q4 2025. 236 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

  • Arkadios Wealth Advisors reported no remaining Vanguard Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,033 Vanguard Russell 3000 ETF shares in Q1 2026, an estimated $611K.
  • Arkadios Wealth Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2025 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Vanguard Russell 3000 ETF position peaked at $611K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.