FFA
VTHR icon

Farther Finance Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Farther Finance 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
Q1 		$851K Buy
2,937
+198
+7% +$59.5K 0.01% 1073
2025
Q4 		$823K Sell
2,739
-150
-5% -$44.7K 0.01% 1000
2025
Q3 		$850K Buy
2,889
+483
+20% +$137K 0.01% 808
2025
Q2 		$656K Buy
2,406
+1,025
+74% +$259K 0.01% 779
2025
Q1 		$342K Buy
1,381
+81
+6% +$21.1K 0.01% 973
2024
Q4 		$338K Hold
1,300
– – 0.01% 754
2024
Q3 		$330K Buy
+1,300
New +$318K 0.01% 781
2023
Q4 		– Sell
-1
Closed -$191 – 3624
2023
Q3 		$191 Sell
1
-52
-98% -$10.3K ﹤0.01% 2472
2023
Q2 		$10.5K Buy
+53
New +$9.92K ﹤0.01% 1174

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $761B 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 $564B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return