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

EverSource 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	$331	Sell	1 -1	-50%	-$320	﹤0.01%	4187
2026 Q1	$576	Buy	2 +1	+100%	+$301	﹤0.01%	4032
2025 Q4	$300	Hold	1	–	–	﹤0.01%	3968
2025 Q3	$294	Hold	1	–	–	﹤0.01%	4051
2025 Q2	$273	Hold	1	–	–	﹤0.01%	4012
2025 Q1	$247	Hold	1	–	–	﹤0.01%	3655
2024 Q4	$260	Sell	1 -63	-98%	-$16.5K	﹤0.01%	3370
2024 Q3	$16.2K	Hold	64	–	–	﹤0.01%	1600
2024 Q2	$15.6K	Hold	64	–	–	﹤0.01%	1620
2024 Q1	$14.3K	Sell	64 -56	-47%	-$12.4K	﹤0.01%	1527
2023 Q4	$25.5K	Buy	+120	New	+$23.8K	﹤0.01%	1133

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Vanguard Russell 3000 ETF (VTHR) stake by 50% in Q2 2026, selling an estimated $320 and leaving 1 share worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #4187.

EverSource Wealth Advisors first reported a position in VTHR in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.5K in Q4 2023. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

EverSource Wealth Advisors held 1 share of Vanguard Russell 3000 ETF worth $331 as of Q2 2026.
EverSource Wealth Advisors sold 1 Vanguard Russell 3000 ETF share in Q2 2026, an estimated $320.
Vanguard Russell 3000 ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4187 holding.
EverSource Wealth Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Vanguard Russell 3000 ETF position peaked at $25.5K in Q4 2023.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.