Concurrent Investment Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Concurrent Investment 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	$468K	Buy	+1,413	New	+$452K	﹤0.01%	1443

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

Concurrent Investment Advisors's VTHR Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Vanguard Russell 3000 ETF (VTHR) in Q2 2026: 1,413 shares worth $468K. The stake represents ﹤0.01% of the portfolio and ranks #1443 among its holdings.

247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Concurrent Investment Advisors held 1,413 shares of Vanguard Russell 3000 ETF worth $468K as of Q2 2026.
Vanguard Russell 3000 ETF was a new Concurrent Investment Advisors position in Q2 2026.
Vanguard Russell 3000 ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1443 holding.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.