Creative Planning’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Creative Planning’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	$1.36M	Sell	4,107 -10,641	-72%	-$3.4M	﹤0.01%	2395
2026 Q1	$4.24M	Buy	14,748 +10,808	+274%	+$3.25M	﹤0.01%	1327
2025 Q4	$1.18M	Hold	3,940	–	–	﹤0.01%	2157
2025 Q3	$1.16M	Sell	3,940 -27	-0.7%	-$7.65K	﹤0.01%	1979
2025 Q2	$1.08M	Buy	3,967 +184	+5%	+$46.4K	﹤0.01%	1789
2025 Q1	$933K	Buy	3,783 +121	+3%	+$31.5K	﹤0.01%	1771
2024 Q4	$951K	Sell	3,662 -52	-1%	-$13.6K	﹤0.01%	1681
2024 Q3	$942K	Buy	3,714 +52	+1%	+$12.7K	﹤0.01%	1562
2024 Q2	$877K	Buy	3,662 +22	+0.6%	+$5.1K	﹤0.01%	1504
2024 Q1	$848K	Sell	3,640 -170	-4%	-$37.7K	﹤0.01%	1449
2023 Q4	$811K	Buy	3,810 +170	+5%	+$33.7K	﹤0.01%	1359
2023 Q3	$694K	Hold	3,640	–	–	﹤0.01%	1350
2023 Q2	$719K	Buy	3,640 +94	+3%	+$17.6K	﹤0.01%	1314
2023 Q1	$650K	Sell	3,546 -393	-10%	-$70.6K	﹤0.01%	1319
2022 Q4	$677K	Buy	3,939 +446	+13%	+$77.1K	﹤0.01%	1254
2022 Q3	$563K	Hold	3,493	–	–	﹤0.01%	1260
2022 Q2	$590K	Hold	3,493	–	–	﹤0.01%	1229
2022 Q1	$712K	Sell	3,493 -275	-7%	-$55.3K	﹤0.01%	1150
2021 Q4	$813K	Hold	3,768	–	–	﹤0.01%	1051
2021 Q3	$746K	Buy	3,768 +121	+3%	+$24.6K	﹤0.01%	1092
2021 Q2	$726K	Hold	3,647	–	–	﹤0.01%	1079
2021 Q1	$674K	Hold	3,647	–	–	﹤0.01%	1251
2020 Q4	$635K	Sell	3,647 -18	-0.5%	-$2.94K	﹤0.01%	1177
2020 Q3	$558K	Buy	+3,665	New	+$551K	﹤0.01%	1082
2019 Q2	–	Sell	-2,644	Closed	-$342K	–	2129
2019 Q1	$342K	Buy	2,644 +90	+4%	+$11.2K	﹤0.01%	1256
2018 Q4	$291K	Sell	2,554 -863	-25%	-$106K	﹤0.01%	1250
2018 Q3	$457K	Hold	3,417	–	–	﹤0.01%	1128
2018 Q2	$430K	Sell	3,417 -20	-0.6%	-$2.49K	﹤0.01%	1154
2018 Q1	$418K	Buy	3,437 +20	+0.6%	+$2.5K	﹤0.01%	1170
2017 Q4	$420K	Hold	3,417	–	–	﹤0.01%	1173
2017 Q3	$395K	Sell	3,417 -4,176	-55%	-$473K	﹤0.01%	1162
2017 Q2	$846K	Hold	7,593	–	–	﹤0.01%	769
2017 Q1	$825K	Buy	7,593 +952	+14%	+$102K	﹤0.01%	745
2016 Q4	$686K	Buy	6,641 +1,470	+28%	+$148K	﹤0.01%	784
2016 Q3	$514K	Buy	5,171 +995	+24%	+$98.6K	﹤0.01%	878
2016 Q2	$398K	Buy	+4,176	New	+$396K	﹤0.01%	895
2013 Q3	–	Sell	-55	Closed	-$4K	–	3370
2013 Q2	$4K	Buy	+55	New	+$4.08K	﹤0.01%	2636

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

Creative Planning's VTHR Position: Q2 2026 in Review

Creative Planning reduced its Vanguard Russell 3000 ETF (VTHR) stake by 72% in Q2 2026, selling an estimated $3.4M and leaving 4,107 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

Creative Planning first reported a position in VTHR in Q2 2013 and has held it in 37 quarters since. The position peaked at $4.24M in Q1 2026. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Creative Planning held 4,107 shares of Vanguard Russell 3000 ETF worth $1.36M as of Q2 2026.
Creative Planning sold 10,641 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $3.4M.
Vanguard Russell 3000 ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2395 holding.
Creative Planning first reported a position in Vanguard Russell 3000 ETF in Q2 2013 and has held it in 37 quarters since.
Creative Planning's Vanguard Russell 3000 ETF position peaked at $4.24M in Q1 2026.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.