GRP
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Global Retirement Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Global Retirement Partners’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 		$85.5K Buy
+258
New +$82.5K ﹤0.01% 2170
2025
Q4 		$87K Hold
290
– – ﹤0.01% 1994
2025
Q3 		$85.2K Sell
290
-54
-16% -$15.3K ﹤0.01% 1589
2025
Q2 		$93.9K Buy
+344
New +$86.8K ﹤0.01% 1466
2024
Q4 		$17.2K Sell
66
-54
-45% -$14.1K ﹤0.01% 2172
2024
Q3 		$30.4K Sell
120
-1,179
-91% -$288K ﹤0.01% 1789
2024
Q2 		$311K Sell
1,299
-168
-11% -$39K 0.01% 731
2024
Q1 		$342K Buy
1,467
+4
+0.3% +$887 0.01% 616
2023
Q4 		$309K Sell
1,463
-43,061
-97% -$8.53M 0.01% 600
2023
Q3 		$8.4M Buy
44,524
+721
+2% +$143K 0.42% 46
2023
Q2 		$8.65M Buy
43,803
+743
+2% +$139K 0.42% 48
2023
Q1 		$7.82M Buy
43,060
+4,085
+10% +$734K 0.42% 46
2022
Q4 		$6.69M Buy
38,975
+1,003
+3% +$173K 0.46% 39
2022
Q3 		$6.61M Sell
37,972
-313
-0.8% -$55.9K 0.5% 34
2022
Q2 		$6.47M Sell
38,285
-1,239
-3% -$228K 0.52% 31
2022
Q1 		$6.97M Buy
+39,524
New +$7.95M 0.55% 30
2021
Q4 		– Sell
-343
Closed -$68K – 1776
2021
Q3 		$68K Buy
343
+32
+10% +$6.51K 0.01% 761
2021
Q2 		$62K Buy
311
+8
+3% +$1.55K 0.01% 771
2021
Q1 		$56K Buy
303
+195
+181% +$35.2K 0.01% 748
2020
Q4 		$19K Hold
108
– – ﹤0.01% 1056
2020
Q3 		$16K Hold
108
– – ﹤0.01% 1007
2020
Q2 		$15K Buy
108
+8
+8% +$1.05K ﹤0.01% 1002
2020
Q1 		$12K Hold
100
– – ﹤0.01% 992
2019
Q4 		$15K Hold
100
– – ﹤0.01% 1053
2019
Q3 		$14K Buy
+100
New +$13.5K ﹤0.01% 1039

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

Global Retirement Partners's VTHR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard Russell 3000 ETF (VTHR) in Q2 2026: 258 shares worth $85.5K. The stake represents ﹤0.01% of the portfolio and ranks #2170 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VTHR as recently as Q4 2025.

Global Retirement Partners first reported a position in VTHR in Q3 2019 and has held it in 25 quarters since. The position peaked at $8.65M in Q2 2023. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Global Retirement Partners held 258 shares of Vanguard Russell 3000 ETF worth $85.5K as of Q2 2026.
  • Vanguard Russell 3000 ETF was a new Global Retirement Partners position in Q2 2026.
  • Vanguard Russell 3000 ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2170 holding.
  • Global Retirement Partners first reported a position in Vanguard Russell 3000 ETF in Q3 2019 and has held it in 25 quarters since.
  • Global Retirement Partners's Vanguard Russell 3000 ETF position peaked at $8.65M in Q2 2023.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.