Hoge Financial Services’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Hoge Financial Services’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 Q3	$997K	Sell	2,973 -153	-5%	-$51.3K	0.47%	26
2026 Q2	$1.04M	Sell	3,126 -4	-0.1%	-$1.28K	0.5%	27
2026 Q1	$900K	Buy	3,130 +282	+10%	+$84.8K	0.48%	28
2025 Q4	$855K	Buy	2,848 +9	+0.3%	+$2.68K	0.46%	27
2025 Q3	$836K	Buy	+2,839	New	+$804K	0.48%	24

Other funds holding VTHR

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hoge Financial Services's VTHR Position: Q3 2026 in Review

Hoge Financial Services reduced its Vanguard Russell 3000 ETF (VTHR) stake by 4.9% in Q3 2026, selling an estimated $51.3K and leaving 2,973 shares worth $997K. The position accounts for 0.47% of the portfolio, ranked #26.

Hoge Financial Services first reported a position in VTHR in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q2 2026. 157 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

Hoge Financial Services held 2,973 shares of Vanguard Russell 3000 ETF worth $997K as of Q3 2026.
Hoge Financial Services sold 153 Vanguard Russell 3000 ETF shares in Q3 2026, an estimated $51.3K.
Vanguard Russell 3000 ETF made up 0.47% of Hoge Financial Services's portfolio in Q3 2026, its #26 holding.
Hoge Financial Services first reported a position in Vanguard Russell 3000 ETF in Q3 2025 and has held it in 5 quarters since.
Hoge Financial Services's Vanguard Russell 3000 ETF position peaked at $1.04M in Q2 2026.
157 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

Based on Hoge Financial Services's 13F filing for Q3 2026, filed 5 Nov 2026.