EWM
VTHR icon

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

Empirical 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
Q1 		– Sell
-694
Closed -$208K – 1047
2025
Q4 		$208K Buy
+694
New +$207K ﹤0.01% 853

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 $1.42B AUM 19.14% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Empirical Wealth Management's VTHR Position: Q1 2026 in Review

Empirical Wealth Management sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2026, closing a stake of 694 shares — an estimated $208K sold.

Empirical Wealth Management first reported a position in VTHR in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 236 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

  • Empirical Wealth Management reported no remaining Vanguard Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 694 Vanguard Russell 3000 ETF shares in Q1 2026, an estimated $208K.
  • Empirical Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q4 2025 and held it in 1 quarter.
  • Empirical Wealth Management's Vanguard Russell 3000 ETF position peaked at $208K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.