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VTHR icon

Fund Evaluation Group’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Fund Evaluation Group’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 		$25.2M Sell
75,890
-11,221
-13% -$3.59M 0.68% 19
2026
Q1 		$25.1M Buy
87,111
+83
+0.1% +$24.9K 0.77% 15
2025
Q4 		$26.1M Buy
87,028
+30,552
+54% +$9.11M 0.86% 13
2025
Q3 		$16.6M Sell
56,476
-82,605
-59% -$23.4M 0.6% 17
2025
Q2 		$37.9M Buy
+139,081
New +$35.1M 1.47% 9

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

Fund Evaluation Group's VTHR Position: Q2 2026 in Review

Fund Evaluation Group reduced its Vanguard Russell 3000 ETF (VTHR) stake by 13% in Q2 2026, selling an estimated $3.59M and leaving 75,890 shares worth $25.2M. The position accounts for 0.68% of the portfolio, ranked #19.

Fund Evaluation Group first reported a position in VTHR in Q2 2025 and has held it in 5 quarters since. The position peaked at $37.9M in Q2 2025. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Fund Evaluation Group held 75,890 shares of Vanguard Russell 3000 ETF worth $25.2M as of Q2 2026.
  • Fund Evaluation Group sold 11,221 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $3.59M.
  • Vanguard Russell 3000 ETF made up 0.68% of Fund Evaluation Group's portfolio in Q2 2026, its #19 holding.
  • Fund Evaluation Group first reported a position in Vanguard Russell 3000 ETF in Q2 2025 and has held it in 5 quarters since.
  • Fund Evaluation Group's Vanguard Russell 3000 ETF position peaked at $37.9M in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Fund Evaluation Group's 13F filing for Q2 2026, filed 7 Aug 2026.