CT
VTHR icon

Coastline Trust’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Coastline Trust’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
Q3 		$3.54M Sell
10,537
-315
-3% -$106K 0.33% 57
2026
Q2 		$3.6M Sell
10,852
-340
-3% -$109K 0.32% 55
2026
Q1 		$3.22M Hold
11,192
– – 0.32% 55
2025
Q4 		$3.36M Sell
11,192
-108
-1% -$32.2K 0.32% 58
2025
Q3 		$3.33M Sell
11,300
-940
-8% -$266K 0.36% 54
2025
Q2 		$3.34M Sell
12,240
-336
-3% -$84.8K 0.38% 51
2025
Q1 		$3.1M Sell
12,576
-215
-2% -$56K 0.39% 53
2024
Q4 		$3.32M Sell
12,791
-595
-4% -$156K 0.39% 56
2024
Q3 		$3.4M Hold
13,386
– – 0.4% 59
2024
Q2 		$3.21M Sell
13,386
-208
-2% -$48.2K 0.38% 60
2024
Q1 		$3.17M Buy
13,594
+1,815
+15% +$402K 0.38% 62
2023
Q4 		$2.51M Buy
+11,779
New +$2.33M 0.33% 71

Other funds holding VTHR

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

Coastline Trust's VTHR Position: Q3 2026 in Review

Coastline Trust reduced its Vanguard Russell 3000 ETF (VTHR) stake by 2.9% in Q3 2026, selling an estimated $106K and leaving 10,537 shares worth $3.54M. The position accounts for 0.33% of the portfolio, ranked #57.

Coastline Trust first reported a position in VTHR in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.6M in Q2 2026. 15 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

  • Coastline Trust held 10,537 shares of Vanguard Russell 3000 ETF worth $3.54M as of Q3 2026.
  • Coastline Trust sold 315 Vanguard Russell 3000 ETF shares in Q3 2026, an estimated $106K.
  • Vanguard Russell 3000 ETF made up 0.33% of Coastline Trust's portfolio in Q3 2026, its #57 holding.
  • Coastline Trust first reported a position in Vanguard Russell 3000 ETF in Q4 2023 and has held it in 12 quarters since.
  • Coastline Trust's Vanguard Russell 3000 ETF position peaked at $3.6M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.