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Brogan Financial’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Brogan Financial’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 		$201K Buy
+606
New +$194K 0.08% 63

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

Brogan Financial's VTHR Position: Q2 2026 in Review

Brogan Financial opened a new position in Vanguard Russell 3000 ETF (VTHR) in Q2 2026: 606 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #63 among its holdings.

247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Brogan Financial held 606 shares of Vanguard Russell 3000 ETF worth $201K as of Q2 2026.
  • Vanguard Russell 3000 ETF was a new Brogan Financial position in Q2 2026.
  • Vanguard Russell 3000 ETF made up 0.08% of Brogan Financial's portfolio in Q2 2026, its #63 holding.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.