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Clarity Retirement & Wealth’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Clarity Retirement & 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
Q2 		$232K Hold
700
– – 0.16% 32
2026
Q1 		$201K Sell
700
-146
-17% -$43.9K 0.16% 26
2025
Q4 		$254K Buy
+846
New +$252K 0.22% 31

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

Clarity Retirement & Wealth's VTHR Position: Q2 2026 in Review

Clarity Retirement & Wealth held its Vanguard Russell 3000 ETF (VTHR) position steady in Q2 2026 at 700 shares worth $232K. The position accounts for 0.16% of the portfolio, ranked #32.

Clarity Retirement & Wealth first reported a position in VTHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $254K in Q4 2025. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Clarity Retirement & Wealth held 700 shares of Vanguard Russell 3000 ETF worth $232K as of Q2 2026.
  • Clarity Retirement & Wealth left its Vanguard Russell 3000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 3000 ETF made up 0.16% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #32 holding.
  • Clarity Retirement & Wealth first reported a position in Vanguard Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
  • Clarity Retirement & Wealth's Vanguard Russell 3000 ETF position peaked at $254K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.