EFG
VTHR icon

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

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DFC
DB Fitzpatrick & Co Boise, Idaho $124M AUM 12.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 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. 42 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.
  • 42 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.