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VTHR icon

Howe & Rusling’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Howe & Rusling’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 		$105K Sell
316
-18
-5% -$5.76K 0.01% 345
2026
Q1 		$96.1K Sell
334
-21
-6% -$6.31K 0.01% 327
2025
Q4 		$107K Buy
355
+21
+6% +$6.26K 0.01% 325
2025
Q3 		$98.3K Buy
334
+53
+19% +$15K 0.01% 318
2025
Q2 		$76.7K Hold
281
– – 0.01% 330
2025
Q1 		$69.4K Sell
281
-9
-3% -$2.35K 0.01% 318
2024
Q4 		$75.3K Sell
290
-10
-3% -$2.62K 0.01% 292
2024
Q3 		$76.1K Sell
300
-22
-7% -$5.38K 0.01% 283
2024
Q2 		$77.2K Hold
322
– – 0.01% 271
2024
Q1 		$75K Sell
322
-55
-15% -$12.2K 0.01% 280
2023
Q4 		$80.3K Buy
377
+4
+1% +$793 0.01% 256
2023
Q3 		$71.2K Sell
373
-49
-12% -$9.72K 0.01% 243
2023
Q2 		$83.3K Sell
422
-52
-11% -$9.73K 0.01% 248
2023
Q1 		$86.9K Buy
474
+2
+0.4% +$359 0.01% 229
2022
Q4 		$81.1K Buy
472
+4
+0.9% +$691 0.01% 220
2022
Q3 		$75K Buy
468
+1
+0.2% +$179 0.01% 288
2022
Q2 		$79K Hold
467
– – 0.01% 273
2022
Q1 		$95K Buy
467
+2
+0.4% +$402 0.01% 259
2021
Q4 		$100K Buy
465
+3
+0.6% +$632 0.01% 250
2021
Q3 		$92K Sell
462
-1
-0.2% -$204 0.01% 248
2021
Q2 		$92K Buy
463
+1
+0.2% +$194 0.01% 241
2021
Q1 		$85K Hold
462
– – 0.01% 251
2020
Q4 		$80K Sell
462
-42
-8% -$6.87K 0.01% 248
2020
Q3 		$77K Buy
504
+4
+0.8% +$601 0.01% 226
2020
Q2 		$70K Buy
500
+28
+6% +$3.69K 0.01% 220
2020
Q1 		$54K Buy
+472
New +$65.3K 0.01% 248

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

Howe & Rusling's VTHR Position: Q2 2026 in Review

Howe & Rusling reduced its Vanguard Russell 3000 ETF (VTHR) stake by 5.4% in Q2 2026, selling an estimated $5.76K and leaving 316 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #345.

Howe & Rusling first reported a position in VTHR in Q1 2020 and has held it in 26 quarters since. The position peaked at $107K in Q4 2025. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Howe & Rusling held 316 shares of Vanguard Russell 3000 ETF worth $105K as of Q2 2026.
  • Howe & Rusling sold 18 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $5.76K.
  • Vanguard Russell 3000 ETF made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #345 holding.
  • Howe & Rusling first reported a position in Vanguard Russell 3000 ETF in Q1 2020 and has held it in 26 quarters since.
  • Howe & Rusling's Vanguard Russell 3000 ETF position peaked at $107K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.