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VTHR icon

Diversified Portfolios Inc’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Diversified Portfolios Inc’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 		$18.9M Sell
57,120
-63
-0.1% -$20.2K 1.37% 18
2026
Q1 		$16.4M Buy
57,183
+3,650
+7% +$1.1M 1.35% 16
2025
Q4 		$16.1M Buy
53,533
+6
+0% +$1.79K 1.34% 16
2025
Q3 		$15.8M Hold
53,527
– – 1.39% 16
2025
Q2 		$14.6M Buy
53,527
+893
+2% +$225K 1.39% 20
2025
Q1 		$13M Buy
52,634
+576
+1% +$150K 1.37% 19
2024
Q4 		$13.5M Sell
52,058
-129
-0.2% -$33.8K 1.47% 19
2024
Q3 		$13.2M Sell
52,187
-120
-0.2% -$29.3K 1.49% 19
2024
Q2 		$12.5M Hold
52,307
– – 1.65% 16
2024
Q1 		$12.2M Hold
52,307
– – 1.72% 17
2023
Q4 		$11.1M Sell
52,307
-111
-0.2% -$22K 1.75% 15
2023
Q3 		$10M Hold
52,418
– – 1.89% 14
2023
Q2 		$10.3M Sell
52,418
-154
-0.3% -$28.8K 2.08% 12
2023
Q1 		$9.64M Sell
52,572
-77
-0.1% -$13.8K 2.14% 11
2022
Q4 		$9.04M Buy
52,649
+33,190
+171% +$5.74M 2.07% 13
2022
Q3 		$3.13M Sell
19,459
-14,051
-42% -$2.51M 0.84% 25
2022
Q2 		$5.66M Buy
33,510
+13,863
+71% +$2.55M 1.58% 13
2022
Q1 		$4.01M Buy
19,647
+2,893
+17% +$582K 0.96% 23
2021
Q4 		$3.61M Sell
16,754
-92
-0.5% -$19.4K 0.87% 24
2021
Q3 		$3.34M Sell
16,846
-222
-1% -$45.2K 0.92% 21
2021
Q2 		$3.4M Sell
17,068
-138
-0.8% -$26.8K 1.28% 15
2021
Q1 		$3.18M Sell
17,206
-188
-1% -$34K 1.05% 17
2020
Q4 		$3.03M Sell
17,394
-11
-0.1% -$1.8K 1.08% 17
2020
Q3 		$2.65M Sell
17,405
-1,013
-6% -$152K 1.15% 17
2020
Q2 		$2.58M Buy
18,418
+1,901
+12% +$251K 1.23% 15
2020
Q1 		$1.9M Buy
+16,517
New +$2.28M 1.05% 16

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
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
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Diversified Portfolios Inc's VTHR Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its Vanguard Russell 3000 ETF (VTHR) stake by 0.11% in Q2 2026, selling an estimated $20.2K and leaving 57,120 shares worth $18.9M. The position accounts for 1.37% of the portfolio, ranked #18.

Diversified Portfolios Inc first reported a position in VTHR in Q1 2020 and has held it in 26 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Diversified Portfolios Inc held 57,120 shares of Vanguard Russell 3000 ETF worth $18.9M as of Q2 2026.
  • Diversified Portfolios Inc sold 63 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $20.2K.
  • Vanguard Russell 3000 ETF made up 1.37% of Diversified Portfolios Inc's portfolio in Q2 2026, its #18 holding.
  • Diversified Portfolios Inc first reported a position in Vanguard Russell 3000 ETF in Q1 2020 and has held it in 26 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.