GoalVest Advisory’s Vanguard Russell 3000 ETF VTHR Stock Holding History

GoalVest Advisory’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	$59.7K	Sell	180 -17	-9%	-$5.44K	0.01%	190
2026 Q1	$56.7K	Sell	197 -43	-18%	-$12.9K	0.01%	216
2025 Q4	$72.1K	Buy	+240	New	+$71.6K	0.01%	206

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GoalVest Advisory's VTHR Position: Q2 2026 in Review

GoalVest Advisory reduced its Vanguard Russell 3000 ETF (VTHR) stake by 8.6% in Q2 2026, selling an estimated $5.44K and leaving 180 shares worth $59.7K. The position accounts for 0.01% of the portfolio, ranked #190.

GoalVest Advisory first reported a position in VTHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $72.1K in Q4 2025. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

GoalVest Advisory held 180 shares of Vanguard Russell 3000 ETF worth $59.7K as of Q2 2026.
GoalVest Advisory sold 17 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $5.44K.
Vanguard Russell 3000 ETF made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #190 holding.
GoalVest Advisory first reported a position in Vanguard Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
GoalVest Advisory's Vanguard Russell 3000 ETF position peaked at $72.1K in Q4 2025.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.