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VTHR icon

IEQ Capital’s Vanguard Russell 3000 ETF VTHR Stock Holding History

IEQ Capital’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
Q1 		$6.59M Hold
22,910
– – 0.03% 442
2025
Q4 		$6.88M Buy
22,910
+1,716
+8% +$512K 0.02% 440
2025
Q3 		$6.24M Hold
21,194
– – 0.02% 431
2025
Q2 		$5.78M Sell
21,194
-6,022
-22% -$1.52M 0.04% 386
2025
Q1 		$6.72M Buy
27,216
+6,039
+29% +$1.57M 0.05% 269
2024
Q4 		$5.5M Buy
21,177
+4
+0% +$1.05K 0.05% 252
2024
Q3 		$5.37M Hold
21,173
– – 0.07% 189
2024
Q2 		$5.07M Sell
21,173
-76
-0.4% -$17.6K 0.07% 181
2024
Q1 		$4.95M Hold
21,249
– – 0.07% 180
2023
Q4 		$4.52M Hold
21,249
– – 0.08% 169
2023
Q3 		$4.05M Sell
21,249
-179
-0.8% -$35.5K 0.08% 161
2023
Q2 		$4.23M Buy
21,428
+1,413
+7% +$264K 0.09% 159
2023
Q1 		$3.67M Hold
20,015
– – 0.09% 168
2022
Q4 		$3.44M Hold
20,015
– – 0.1% 161
2022
Q3 		$3.22M Hold
20,015
– – 0.09% 162
2022
Q2 		$3.38M Buy
+20,015
New +$3.69M 0.1% 135

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

IEQ Capital's VTHR Position: Q1 2026 in Review

IEQ Capital held its Vanguard Russell 3000 ETF (VTHR) position steady in Q1 2026 at 22,910 shares worth $6.59M. The position accounts for 0.03% of the portfolio, ranked #442.

IEQ Capital first reported a position in VTHR in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.88M in Q4 2025. 233 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

  • IEQ Capital held 22,910 shares of Vanguard Russell 3000 ETF worth $6.59M as of Q1 2026.
  • IEQ Capital left its Vanguard Russell 3000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 3000 ETF made up 0.03% of IEQ Capital's portfolio in Q1 2026, its #442 holding.
  • IEQ Capital first reported a position in Vanguard Russell 3000 ETF in Q2 2022 and has held it in 16 quarters since.
  • IEQ Capital's Vanguard Russell 3000 ETF position peaked at $6.88M in Q4 2025.
  • 233 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.