Birchbrook’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Birchbrook’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	–	Sell	-20	Closed	-$5.75K	–	325
2026 Q1	$5.75K	Sell	20 -40	-67%	-$12K	﹤0.01%	224
2025 Q4	$18K	Buy	+60	New	+$17.9K	0.01%	178

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

Birchbrook's VTHR Position: Q2 2026 in Review

Birchbrook sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2026, closing a stake of 20 shares — an estimated $5.75K sold.

Birchbrook first reported a position in VTHR in Q4 2025 and held it in 2 quarters. The position peaked at $18K in Q4 2025. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Birchbrook reported no remaining Vanguard Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
Birchbrook sold 20 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $5.75K.
Birchbrook first reported a position in Vanguard Russell 3000 ETF in Q4 2025 and held it in 2 quarters.
Birchbrook's Vanguard Russell 3000 ETF position peaked at $18K in Q4 2025.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.