EK
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Evensky & Katz’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Evensky & Katz’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 		$13.4M Sell
40,556
-496
-1% -$159K 0.69% 21
2026
Q1 		$11.8M Sell
41,052
-403
-1% -$121K 0.67% 22
2025
Q4 		$12.4M Sell
41,455
-1,693
-4% -$505K 0.7% 22
2025
Q3 		$12.7M Sell
43,148
-1,316
-3% -$373K 0.74% 22
2025
Q2 		$12.1M Buy
44,464
+36,065
+429% +$9.1M 0.74% 22
2025
Q1 		$2.07M Sell
8,399
-2,795
-25% -$728K 0.14% 44
2024
Q4 		$2.91M Sell
11,194
-2,012
-15% -$527K 0.19% 36
2024
Q3 		$3.35M Sell
13,206
-4,010
-23% -$980K 0.22% 35
2024
Q2 		$4.13M Sell
17,216
-5,040
-23% -$1.17M 0.29% 30
2024
Q1 		$5.18M Sell
22,256
-9,239
-29% -$2.05M 0.37% 26
2023
Q4 		$6.7M Sell
31,495
-2,901
-8% -$575K 0.5% 25
2023
Q3 		$6.56M Sell
34,396
-72,803
-68% -$14.4M 0.56% 24
2023
Q2 		$21.2M Sell
107,199
-33,421
-24% -$6.26M 1.61% 17
2023
Q1 		$25.8M Sell
140,620
-31,445
-18% -$5.65M 2.08% 16
2022
Q4 		$29.6M Sell
172,065
-5,837
-3% -$1.01M 2.66% 14
2022
Q3 		$28.7M Sell
177,902
-14,145
-7% -$2.53M 3.39% 10
2022
Q2 		$32.5M Buy
+192,047
New +$35.4M 3.71% 10

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

Evensky & Katz's VTHR Position: Q2 2026 in Review

Evensky & Katz reduced its Vanguard Russell 3000 ETF (VTHR) stake by 1.2% in Q2 2026, selling an estimated $159K and leaving 40,556 shares worth $13.4M. The position accounts for 0.69% of the portfolio, ranked #21.

Evensky & Katz first reported a position in VTHR in Q2 2022 and has held it in 17 quarters since. The position peaked at $32.5M in Q2 2022. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Evensky & Katz held 40,556 shares of Vanguard Russell 3000 ETF worth $13.4M as of Q2 2026.
  • Evensky & Katz sold 496 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $159K.
  • Vanguard Russell 3000 ETF made up 0.69% of Evensky & Katz's portfolio in Q2 2026, its #21 holding.
  • Evensky & Katz first reported a position in Vanguard Russell 3000 ETF in Q2 2022 and has held it in 17 quarters since.
  • Evensky & Katz's Vanguard Russell 3000 ETF position peaked at $32.5M in Q2 2022.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Evensky & Katz's 13F filing for Q2 2026, filed 22 Jul 2026.