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BSW Wealth Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

BSW Wealth Partners’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 		$255K Hold
771
– – 0.03% 280
2026
Q1 		$222K Hold
771
– – 0.03% 290
2025
Q4 		$231K Hold
771
– – 0.03% 284
2025
Q3 		$227K Hold
771
– – 0.03% 293
2025
Q2 		$210K Buy
+771
New +$195K 0.03% 299
2025
Q1 		– Sell
-771
Closed -$200K – 331
2024
Q4 		$200K Buy
+771
New +$202K 0.03% 298

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

BSW Wealth Partners's VTHR Position: Q2 2026 in Review

BSW Wealth Partners held its Vanguard Russell 3000 ETF (VTHR) position steady in Q2 2026 at 771 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #280.

BSW Wealth Partners first reported a position in VTHR in Q4 2024 and has held it in 6 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • BSW Wealth Partners held 771 shares of Vanguard Russell 3000 ETF worth $255K as of Q2 2026.
  • BSW Wealth Partners left its Vanguard Russell 3000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 3000 ETF made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #280 holding.
  • BSW Wealth Partners first reported a position in Vanguard Russell 3000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.