HB Wealth Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

HB Wealth 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	$237K	Buy	715 +4	+0.6%	+$1.28K	﹤0.01%	1507
2026 Q1	$205K	Sell	711 -65	-8%	-$19.5K	﹤0.01%	1433
2025 Q4	$233K	Sell	776 -2	-0.3%	-$596	﹤0.01%	1269
2025 Q3	$229K	Buy	+778	New	+$220K	﹤0.01%	1209

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 $1.42B AUM 19.14% 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

HB Wealth Management's VTHR Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Russell 3000 ETF (VTHR) stake by 0.56% in Q2 2026, buying an estimated $1.28K and bringing the position to 715 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

HB Wealth Management first reported a position in VTHR in Q3 2025 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

HB Wealth Management held 715 shares of Vanguard Russell 3000 ETF worth $237K as of Q2 2026.
HB Wealth Management bought 4 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $1.28K.
Vanguard Russell 3000 ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1507 holding.
HB Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q3 2025 and has held it in 4 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.