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VTHR icon

EP Wealth Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

EP Wealth Advisors’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 		$474K Sell
1,430
-170
-11% -$54.4K ﹤0.01% 1049
2026
Q1 		$460K Buy
1,600
+275
+21% +$82.7K ﹤0.01% 935
2025
Q4 		$398K Buy
+1,325
New +$395K ﹤0.01% 980
2025
Q2 		$374K Sell
1,372
-252
-16% -$63.6K ﹤0.01% 910
2025
Q1 		$401K Buy
1,624
+252
+18% +$65.7K ﹤0.01% 786
2024
Q4 		$356K Hold
1,372
– – ﹤0.01% 805
2024
Q3 		$348K Buy
1,372
+121
+10% +$29.6K ﹤0.01% 805
2024
Q2 		$300K Hold
1,251
– – ﹤0.01% 655
2024
Q1 		$291K Hold
1,251
– – ﹤0.01% 634
2023
Q4 		$266K Buy
+1,251
New +$248K ﹤0.01% 652
2023
Q2 		– Sell
-437,100
Closed -$22.1M – 729
2023
Q1 		$22.1M Buy
437,100
+383,158
+710% +$68.8M 0.38% 60
2022
Q4 		$9.26M Buy
53,942
+450
+0.8% +$77.8K 0.17% 90
2022
Q3 		$8.62M Sell
53,492
-1,826
-3% -$326K 0.2% 84
2022
Q2 		$9.35M Buy
55,318
+1,638
+3% +$302K 0.21% 79
2022
Q1 		$10.9M Buy
53,680
+141
+0.3% +$28.4K 0.24% 75
2021
Q4 		$11.5M Buy
53,539
+739
+1% +$156K 0.27% 67
2021
Q3 		$10.5M Buy
52,800
+145
+0.3% +$29.5K 0.29% 59
2021
Q2 		$10.5M Sell
52,655
-2,150
-4% -$417K 0.29% 66
2021
Q1 		$10.1M Hold
54,805
– – 0.32% 62
2020
Q4 		$9.54M Buy
+54,805
New +$8.96M 0.34% 56

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

EP Wealth Advisors's VTHR Position: Q2 2026 in Review

EP Wealth Advisors reduced its Vanguard Russell 3000 ETF (VTHR) stake by 11% in Q2 2026, selling an estimated $54.4K and leaving 1,430 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

EP Wealth Advisors first reported a position in VTHR in Q4 2020 and has held it in 20 quarters since. The position peaked at $22.1M in Q1 2023. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • EP Wealth Advisors held 1,430 shares of Vanguard Russell 3000 ETF worth $474K as of Q2 2026.
  • EP Wealth Advisors sold 170 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $54.4K.
  • Vanguard Russell 3000 ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1049 holding.
  • EP Wealth Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2020 and has held it in 20 quarters since.
  • EP Wealth Advisors's Vanguard Russell 3000 ETF position peaked at $22.1M in Q1 2023.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.