Atomi Financial Group’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Atomi Financial Group’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	$307K	Hold	1,066	–	–	0.01%	938
2025 Q4	$320K	Hold	1,066	–	–	0.01%	900
2025 Q3	$314K	Sell	1,066 -412	-28%	-$117K	0.01%	862
2025 Q2	$403K	Hold	1,478	–	–	0.02%	679
2025 Q1	$365K	Hold	1,478	–	–	0.02%	680
2024 Q4	$384K	Hold	1,478	–	–	0.02%	593
2024 Q3	$375K	Hold	1,478	–	–	0.02%	571
2024 Q2	$354K	Buy	1,478 +412	+39%	+$95.6K	0.03%	525
2024 Q1	$248K	Hold	1,066	–	–	0.02%	598
2023 Q4	$227K	Buy	+1,066	New	+$211K	0.03%	503

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Atomi Financial Group's VTHR Position: Q1 2026 in Review

Atomi Financial Group held its Vanguard Russell 3000 ETF (VTHR) position steady in Q1 2026 at 1,066 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #938.

Atomi Financial Group first reported a position in VTHR in Q4 2023 and has held it in 10 quarters since. The position peaked at $403K in Q2 2025. 233 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

Atomi Financial Group held 1,066 shares of Vanguard Russell 3000 ETF worth $307K as of Q1 2026.
Atomi Financial Group left its Vanguard Russell 3000 ETF share count unchanged in Q1 2026.
Vanguard Russell 3000 ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #938 holding.
Atomi Financial Group first reported a position in Vanguard Russell 3000 ETF in Q4 2023 and has held it in 10 quarters since.
Atomi Financial Group's Vanguard Russell 3000 ETF position peaked at $403K in Q2 2025.
233 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.