EW
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Evoke Wealth’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Evoke Wealth’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
Q1 		– Sell
-7,614
Closed -$2.29M – 760
2025
Q4 		$2.29M Sell
7,614
-1,526
-17% -$455K 0.04% 166
2025
Q3 		$2.69M Sell
9,140
-1,042
-10% -$295K 0.05% 136
2025
Q2 		$2.78M Buy
+10,182
New +$2.57M 0.06% 121

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Evoke Wealth's VTHR Position: Q1 2026 in Review

Evoke Wealth sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2026, closing a stake of 7,614 shares — an estimated $2.29M sold.

Evoke Wealth first reported a position in VTHR in Q2 2025 and held it in 3 quarters. The position peaked at $2.78M in Q2 2025. 233 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

  • Evoke Wealth reported no remaining Vanguard Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 7,614 Vanguard Russell 3000 ETF shares in Q1 2026, an estimated $2.29M.
  • Evoke Wealth first reported a position in Vanguard Russell 3000 ETF in Q2 2025 and held it in 3 quarters.
  • Evoke Wealth's Vanguard Russell 3000 ETF position peaked at $2.78M in Q2 2025.
  • 233 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.