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
Q2 		$74M Sell
223,425
-8,513
-4% -$2.72M 0.08% 242
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 $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 $1.43B AUM 24.87% 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
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
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Focus Partners Wealth's VTHR Position: Q2 2026 in Review

Focus Partners Wealth reduced its Vanguard Russell 3000 ETF (VTHR) stake by 3.7% in Q2 2026, selling an estimated $2.72M and leaving 223,425 shares worth $74M. The position accounts for 0.08% of the portfolio, ranked #242.

Focus Partners Wealth first reported a position in VTHR in Q4 2023 and has held it in 11 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Focus Partners Wealth held 223,425 shares of Vanguard Russell 3000 ETF worth $74M as of Q2 2026.
  • Focus Partners Wealth sold 8,513 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $2.72M.
  • Vanguard Russell 3000 ETF made up 0.08% of Focus Partners Wealth's portfolio in Q2 2026, its #242 holding.
  • Focus Partners Wealth first reported a position in Vanguard Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.