Cresset Asset Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Cresset Asset Management’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	$1.38M	Buy	4,165 +1	+0%	+$320	0.01%	782
2026 Q1	$1.2M	Buy	4,164 +136	+3%	+$40.9K	0.01%	721
2025 Q4	$1.21M	Hold	4,028	–	–	0.01%	727
2025 Q3	$1.19M	Hold	4,028	–	–	0.01%	686
2025 Q2	$1.1M	Sell	4,028 -377	-9%	-$95.1K	0.01%	661
2025 Q1	$1.09M	Buy	+4,405	New	+$1.15M	0.01%	747
2024 Q4	–	Sell	-9,107	Closed	-$2.31M	–	2224
2024 Q3	$2.31M	Buy	9,107 +5,394	+145%	+$1.32M	0.01%	740
2024 Q2	$891K	Buy	3,713 +600	+19%	+$139K	﹤0.01%	1130
2024 Q1	$725K	Buy	+3,113	New	+$690K	﹤0.01%	1148

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

Cresset Asset Management's VTHR Position: Q2 2026 in Review

Cresset Asset Management increased its Vanguard Russell 3000 ETF (VTHR) stake by 0.02% in Q2 2026, buying an estimated $320 and bringing the position to 4,165 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #782.

Cresset Asset Management first reported a position in VTHR in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.31M in Q3 2024. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Cresset Asset Management held 4,165 shares of Vanguard Russell 3000 ETF worth $1.38M as of Q2 2026.
Cresset Asset Management bought 1 Vanguard Russell 3000 ETF share in Q2 2026, an estimated $320.
Vanguard Russell 3000 ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #782 holding.
Cresset Asset Management first reported a position in Vanguard Russell 3000 ETF in Q1 2024 and has held it in 9 quarters since.
Cresset Asset Management's Vanguard Russell 3000 ETF position peaked at $2.31M in Q3 2024.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.