Avidian Wealth Enterprises
VTHR icon

Avidian Wealth Enterprises’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$981K Sell
2,924
-87
-3% -$29.2K 0.03% 339
2026
Q2 		$998K Buy
3,011
+17
+0.6% +$5.44K 0.03% 320
2026
Q1 		$861K Buy
+2,994
New +$900K 0.03% 318

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Associated Banc-Corp
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Avidian Wealth Enterprises's VTHR Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Vanguard Russell 3000 ETF (VTHR) stake by 2.9% in Q3 2026, selling an estimated $29.2K and leaving 2,924 shares worth $981K. The position accounts for 0.03% of the portfolio, ranked #339.

Avidian Wealth Enterprises first reported a position in VTHR in Q1 2026 and has held it in 3 quarters since. The position peaked at $998K in Q2 2026. 81 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

  • Avidian Wealth Enterprises held 2,924 shares of Vanguard Russell 3000 ETF worth $981K as of Q3 2026.
  • Avidian Wealth Enterprises sold 87 Vanguard Russell 3000 ETF shares in Q3 2026, an estimated $29.2K.
  • Vanguard Russell 3000 ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #339 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Russell 3000 ETF in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's Vanguard Russell 3000 ETF position peaked at $998K in Q2 2026.
  • 81 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.