Gutierrez Wealth Advisory’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Gutierrez Wealth 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	$518K	Buy	1,563 +774	+98%	+$248K	0.3%	39
2026 Q1	$227K	Buy	+789	New	+$237K	0.14%	64

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

Gutierrez Wealth Advisory's VTHR Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its Vanguard Russell 3000 ETF (VTHR) stake by 98% in Q2 2026, buying an estimated $248K and bringing the position to 1,563 shares worth $518K. The position accounts for 0.3% of the portfolio, ranked #39.

Gutierrez Wealth Advisory first reported a position in VTHR in Q1 2026 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Gutierrez Wealth Advisory held 1,563 shares of Vanguard Russell 3000 ETF worth $518K as of Q2 2026.
Gutierrez Wealth Advisory bought 774 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $248K.
Vanguard Russell 3000 ETF made up 0.3% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #39 holding.
Gutierrez Wealth Advisory first reported a position in Vanguard Russell 3000 ETF in Q1 2026 and has held it in 2 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.