Fiduciary Wealth Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Fiduciary Wealth Partners’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	-1,488	Closed	-$447K	–	95
2025 Q4	$447K	Hold	1,488	–	–	0.18%	47
2025 Q3	$438K	Buy	+1,488	New	+$421K	0.18%	48
2025 Q2	–	Sell	-1,487	Closed	-$375K	–	79
2025 Q1	$367K	Buy	+1,487	New	+$387K	0.32%	21

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

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

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Fiduciary Wealth Partners's VTHR Position: Q1 2026 in Review

Fiduciary Wealth Partners sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2026, closing a stake of 1,488 shares — an estimated $447K sold.

Fiduciary Wealth Partners first reported a position in VTHR in Q1 2025 and held it in 3 quarters. The position peaked at $447K in Q4 2025. 236 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

Fiduciary Wealth Partners reported no remaining Vanguard Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
Fiduciary Wealth Partners sold 1,488 Vanguard Russell 3000 ETF shares in Q1 2026, an estimated $447K.
Fiduciary Wealth Partners first reported a position in Vanguard Russell 3000 ETF in Q1 2025 and held it in 3 quarters.
Fiduciary Wealth Partners's Vanguard Russell 3000 ETF position peaked at $447K in Q4 2025.
236 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.