Capital Planning Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Capital Planning Advisors’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 Q1	$544K	Hold	1,891	–	–	0.08%	103
2025 Q4	$568K	Hold	1,891	–	–	0.08%	112
2025 Q3	$557K	Hold	1,891	–	–	0.08%	105
2025 Q2	$516K	Hold	1,891	–	–	0.08%	95
2025 Q1	$467K	Sell	1,891 -420	-18%	-$109K	0.07%	101
2024 Q4	$600K	Hold	2,311	–	–	0.09%	95
2024 Q3	$586K	Hold	2,311	–	–	0.09%	92
2024 Q2	$554K	Buy	2,311 +430	+23%	+$99.7K	0.09%	92
2024 Q1	$438K	Buy	1,881 +440	+31%	+$97.6K	0.08%	106
2023 Q4	$307K	Buy	+1,441	New	+$286K	0.06%	114

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Capital Planning Advisors's VTHR Position: Q1 2026 in Review

Capital Planning Advisors held its Vanguard Russell 3000 ETF (VTHR) position steady in Q1 2026 at 1,891 shares worth $544K. The position accounts for 0.08% of the portfolio, ranked #103.

Capital Planning Advisors first reported a position in VTHR in Q4 2023 and has held it in 10 quarters since. The position peaked at $600K in Q4 2024. 236 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

Capital Planning Advisors held 1,891 shares of Vanguard Russell 3000 ETF worth $544K as of Q1 2026.
Capital Planning Advisors left its Vanguard Russell 3000 ETF share count unchanged in Q1 2026.
Vanguard Russell 3000 ETF made up 0.08% of Capital Planning Advisors's portfolio in Q1 2026, its #103 holding.
Capital Planning Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2023 and has held it in 10 quarters since.
Capital Planning Advisors's Vanguard Russell 3000 ETF position peaked at $600K in Q4 2024.
236 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.