Financial Engines Advisors
VTHR icon

Financial Engines Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Financial Engines 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 		$3.71M Sell
11,196
-104
-0.9% -$33.3K 0.01% 175
2026
Q1 		$3.25M Sell
11,300
-1,640
-13% -$493K 0.01% 176
2025
Q4 		$3.89M Sell
12,940
-204
-2% -$60.8K 0.01% 169
2025
Q3 		$3.87M Buy
+13,144
New +$3.72M 0.01% 172

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
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
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Engines Advisors's VTHR Position: Q2 2026 in Review

Financial Engines Advisors reduced its Vanguard Russell 3000 ETF (VTHR) stake by 0.92% in Q2 2026, selling an estimated $33.3K and leaving 11,196 shares worth $3.71M. The position accounts for 0.01% of the portfolio, ranked #175.

Financial Engines Advisors first reported a position in VTHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.89M in Q4 2025. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Financial Engines Advisors held 11,196 shares of Vanguard Russell 3000 ETF worth $3.71M as of Q2 2026.
  • Financial Engines Advisors sold 104 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $33.3K.
  • Vanguard Russell 3000 ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #175 holding.
  • Financial Engines Advisors first reported a position in Vanguard Russell 3000 ETF in Q3 2025 and has held it in 4 quarters since.
  • Financial Engines Advisors's Vanguard Russell 3000 ETF position peaked at $3.89M in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.