IEQ Capital
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
Q3 		$7.89M Hold
23,505
– – 0.03% 406
2026
Q2 		$7.79M Buy
23,505
+595
+3% +$190K 0.04% 392
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

Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

IEQ Capital's VTHR Position: Q3 2026 in Review

IEQ Capital held its Vanguard Russell 3000 ETF (VTHR) position steady in Q3 2026 at 23,505 shares worth $7.89M. The position accounts for 0.03% of the portfolio, ranked #406.

IEQ Capital first reported a position in VTHR in Q2 2022 and has held it in 18 quarters since. 157 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

  • IEQ Capital held 23,505 shares of Vanguard Russell 3000 ETF worth $7.89M as of Q3 2026.
  • IEQ Capital left its Vanguard Russell 3000 ETF share count unchanged in Q3 2026.
  • Vanguard Russell 3000 ETF made up 0.03% of IEQ Capital's portfolio in Q3 2026, its #406 holding.
  • IEQ Capital first reported a position in Vanguard Russell 3000 ETF in Q2 2022 and has held it in 18 quarters since.
  • 157 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.