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Everhart Financial Group’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Everhart Financial Group’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 		$1.04M Sell
3,131
-18
-0.6% -$5.76K 0.07% 159
2026
Q1 		$906K Sell
3,149
-1
-0% -$301 0.08% 193
2025
Q4 		$946K Buy
3,150
+1
+0% +$298 0.09% 163
2025
Q3 		$927K Buy
3,149
+1
+0% +$283 0.09% 154
2025
Q2 		$859K Buy
3,148
+852
+37% +$215K 0.1% 140
2025
Q1 		$567K Hold
2,296
– – 0.08% 180
2024
Q4 		$596K Buy
+2,296
New +$601K 0.12% 164

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

Everhart Financial Group's VTHR Position: Q2 2026 in Review

Everhart Financial Group reduced its Vanguard Russell 3000 ETF (VTHR) stake by 0.57% in Q2 2026, selling an estimated $5.76K and leaving 3,131 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #159.

Everhart Financial Group first reported a position in VTHR in Q4 2024 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Everhart Financial Group held 3,131 shares of Vanguard Russell 3000 ETF worth $1.04M as of Q2 2026.
  • Everhart Financial Group sold 18 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $5.76K.
  • Vanguard Russell 3000 ETF made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #159 holding.
  • Everhart Financial Group first reported a position in Vanguard Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.