Clearstead Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Clearstead 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 Q2	$4.28M	Sell	12,908 -1,005	-7%	-$322K	0.04%	262
2026 Q1	$4M	Buy	13,913 +577	+4%	+$173K	0.04%	260
2025 Q4	$4.01M	Sell	13,336 -104	-0.8%	-$31K	0.05%	231
2025 Q3	$3.96M	Sell	13,440 -1,409	-9%	-$399K	0.05%	219
2025 Q2	$4.05M	Buy	14,849 +78	+0.5%	+$19.7K	0.06%	216
2025 Q1	$3.64M	Buy	14,771 +1,737	+13%	+$453K	0.06%	217
2024 Q4	$3.39M	Buy	+13,034	New	+$3.41M	0.05%	226

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

Clearstead Advisors's VTHR Position: Q2 2026 in Review

Clearstead Advisors reduced its Vanguard Russell 3000 ETF (VTHR) stake by 7.2% in Q2 2026, selling an estimated $322K and leaving 12,908 shares worth $4.28M. The position accounts for 0.04% of the portfolio, ranked #262.

Clearstead Advisors first reported a position in VTHR in Q4 2024 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Clearstead Advisors held 12,908 shares of Vanguard Russell 3000 ETF worth $4.28M as of Q2 2026.
Clearstead Advisors sold 1,005 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $322K.
Vanguard Russell 3000 ETF made up 0.04% of Clearstead Advisors's portfolio in Q2 2026, its #262 holding.
Clearstead Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.