Evolution Wealth Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Evolution Wealth Management’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	$1.92M	Hold	5,802	–	–	1.13%	18
2026 Q1	$1.67M	Hold	5,802	–	–	1.22%	18
2025 Q4	$1.74M	Hold	5,802	–	–	1.44%	16
2025 Q3	$1.71M	Hold	5,802	–	–	1.75%	14
2025 Q2	$1.58M	Buy	+5,802	New	+$1.46M	1.95%	8

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

Evolution Wealth Management's VTHR Position: Q2 2026 in Review

Evolution Wealth Management held its Vanguard Russell 3000 ETF (VTHR) position steady in Q2 2026 at 5,802 shares worth $1.92M. The position accounts for 1.13% of the portfolio, ranked #18.

Evolution Wealth Management first reported a position in VTHR in Q2 2025 and has held it in 5 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Evolution Wealth Management held 5,802 shares of Vanguard Russell 3000 ETF worth $1.92M as of Q2 2026.
Evolution Wealth Management left its Vanguard Russell 3000 ETF share count unchanged in Q2 2026.
Vanguard Russell 3000 ETF made up 1.13% of Evolution Wealth Management's portfolio in Q2 2026, its #18 holding.
Evolution Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q2 2025 and has held it in 5 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.