AWE
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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
Q2 		$998K Buy
3,011
+17
+0.6% +$5.44K 0.03% 320
2026
Q1 		$861K Buy
+2,994
New +$900K 0.03% 318

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

Avidian Wealth Enterprises's VTHR Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Russell 3000 ETF (VTHR) stake by 0.57% in Q2 2026, buying an estimated $5.44K and bringing the position to 3,011 shares worth $998K. The position accounts for 0.03% of the portfolio, ranked #320.

Avidian Wealth Enterprises first reported a position in VTHR in Q1 2026 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Avidian Wealth Enterprises held 3,011 shares of Vanguard Russell 3000 ETF worth $998K as of Q2 2026.
  • Avidian Wealth Enterprises bought 17 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $5.44K.
  • Vanguard Russell 3000 ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #320 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Russell 3000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.