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Forum Financial Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Forum Financial Management’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 		$821K Buy
2,476
+6
+0.2% +$1.92K 0.01% 154
2026
Q1 		$710K Buy
2,470
+8
+0.3% +$2.4K 0.01% 157
2025
Q4 		$740K Buy
2,462
+7
+0.3% +$2.09K 0.01% 326
2025
Q3 		$723K Buy
2,455
+7
+0.3% +$1.98K 0.01% 319
2025
Q2 		$668K Buy
2,448
+7
+0.3% +$1.77K 0.01% 316
2025
Q1 		$602K Buy
2,441
+7
+0.3% +$1.82K 0.01% 306
2024
Q4 		$632K Buy
2,434
+8
+0.3% +$2.09K 0.01% 306
2024
Q3 		$615K Buy
2,426
+15
+0.6% +$3.67K 0.01% 273
2024
Q2 		$578K Hold
2,411
– – 0.01% 270
2024
Q1 		$562K Buy
2,411
+7
+0.3% +$1.55K 0.01% 295
2023
Q4 		$512K Buy
2,404
+11
+0.5% +$2.18K 0.01% 284
2023
Q3 		$457K Buy
2,393
+9
+0.4% +$1.79K 0.01% 306
2023
Q2 		$471K Buy
2,384
+10
+0.4% +$1.87K 0.01% 308
2023
Q1 		$435K Buy
2,374
+8
+0.3% +$1.44K 0.01% 297
2022
Q4 		$406K Buy
+2,366
New +$409K 0.01% 304

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
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

Forum Financial Management's VTHR Position: Q2 2026 in Review

Forum Financial Management increased its Vanguard Russell 3000 ETF (VTHR) stake by 0.24% in Q2 2026, buying an estimated $1.92K and bringing the position to 2,476 shares worth $821K. The position accounts for 0.01% of the portfolio, ranked #154.

Forum Financial Management first reported a position in VTHR in Q4 2022 and has held it in 15 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Forum Financial Management held 2,476 shares of Vanguard Russell 3000 ETF worth $821K as of Q2 2026.
  • Forum Financial Management bought 6 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $1.92K.
  • Vanguard Russell 3000 ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #154 holding.
  • Forum Financial Management first reported a position in Vanguard Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.