Dakota Wealth Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Dakota Wealth 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	$1.36M	Buy	4,113 +42	+1%	+$13.4K	0.03%	378
2026 Q1	$1.17M	Buy	4,071 +178	+5%	+$53.5K	0.03%	374
2025 Q4	$1.17M	Buy	+3,893	New	+$1.16M	0.02%	373
2025 Q3	–	Sell	-903	Closed	-$246K	–	795
2025 Q2	$246K	Hold	903	–	–	0.01%	672
2025 Q1	$223K	Hold	903	–	–	0.01%	692
2024 Q4	$235K	Hold	903	–	–	0.01%	682
2024 Q3	$229K	Hold	903	–	–	0.01%	661
2024 Q2	$216K	Hold	903	–	–	0.01%	648
2024 Q1	$210K	Buy	+903	New	+$200K	0.01%	665

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

Dakota Wealth Management's VTHR Position: Q2 2026 in Review

Dakota Wealth Management increased its Vanguard Russell 3000 ETF (VTHR) stake by 1% in Q2 2026, buying an estimated $13.4K and bringing the position to 4,113 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #378.

Dakota Wealth Management first reported a position in VTHR in Q1 2024 and has held it in 9 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Dakota Wealth Management held 4,113 shares of Vanguard Russell 3000 ETF worth $1.36M as of Q2 2026.
Dakota Wealth Management bought 42 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $13.4K.
Vanguard Russell 3000 ETF made up 0.03% of Dakota Wealth Management's portfolio in Q2 2026, its #378 holding.
Dakota Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q1 2024 and has held it in 9 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.