Focus Partners Wealth
VTHR icon

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

Focus Partners 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 		$66.7M Sell
231,938
-5,509
-2% -$1.66M 0.07% 237
2025
Q4 		$70M Buy
237,447
+6,778
+3% +$2.02M 0.08% 224
2025
Q3 		$67.9M Buy
230,669
+5,983
+3% +$1.69M 0.11% 164
2025
Q2 		$61.3M Buy
224,686
+2,099
+0.9% +$530K 0.13% 157
2025
Q1 		$54.9M Sell
222,587
-4,927
-2% -$1.28M 0.14% 154
2024
Q4 		$59.1M Buy
227,514
+12,365
+6% +$3.24M 0.15% 131
2024
Q3 		$54.6M Buy
215,149
+196,637
+1,062% +$48.1M 0.17% 125
2024
Q2 		$4.43M Sell
18,512
-100
-0.5% -$23.2K 0.01% 517
2024
Q1 		$4.34M Buy
18,612
+2,483
+15% +$551K 0.04% 349
2023
Q4 		$3.43M Buy
+16,129
New +$3.2M 0.05% 276

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return