BIP Wealth’s Vanguard Russell 3000 ETF VTHR Stock Holding History

BIP Wealth’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	$3.63M	Buy	+10,808	New	+$3.63M	0.1%	151

Other funds holding VTHR

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DB Fitzpatrick & Co Boise, Idaho $121M AUM 9.03% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

BIP Wealth's VTHR Position: Q3 2026 in Review

BIP Wealth opened a new position in Vanguard Russell 3000 ETF (VTHR) in Q3 2026: 10,808 shares worth $3.63M. The stake represents 0.1% of the portfolio and ranks #151 among its holdings.

53 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

BIP Wealth held 10,808 shares of Vanguard Russell 3000 ETF worth $3.63M as of Q3 2026.
Vanguard Russell 3000 ETF was a new BIP Wealth position in Q3 2026.
Vanguard Russell 3000 ETF made up 0.1% of BIP Wealth's portfolio in Q3 2026, its #151 holding.
53 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.