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 Q2	$367K	Buy	1,106 +40	+4%	+$12.8K	0.01%	927
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 $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

Atomi Financial Group's VTHR Position: Q2 2026 in Review

Atomi Financial Group increased its Vanguard Russell 3000 ETF (VTHR) stake by 3.8% in Q2 2026, buying an estimated $12.8K and bringing the position to 1,106 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #927.

Atomi Financial Group first reported a position in VTHR in Q4 2023 and has held it in 11 quarters since. The position peaked at $403K in Q2 2025. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Atomi Financial Group held 1,106 shares of Vanguard Russell 3000 ETF worth $367K as of Q2 2026.
Atomi Financial Group bought 40 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $12.8K.
Vanguard Russell 3000 ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #927 holding.
Atomi Financial Group first reported a position in Vanguard Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
Atomi Financial Group's Vanguard Russell 3000 ETF position peaked at $403K in Q2 2025.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.