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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
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

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

IEQ Capital's VTHR Position: Q2 2026 in Review

IEQ Capital increased its Vanguard Russell 3000 ETF (VTHR) stake by 2.6% in Q2 2026, buying an estimated $190K and bringing the position to 23,505 shares worth $7.79M. The position accounts for 0.04% of the portfolio, ranked #392.

IEQ Capital first reported a position in VTHR in Q2 2022 and has held it in 17 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • IEQ Capital held 23,505 shares of Vanguard Russell 3000 ETF worth $7.79M as of Q2 2026.
  • IEQ Capital bought 595 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $190K.
  • Vanguard Russell 3000 ETF made up 0.04% of IEQ Capital's portfolio in Q2 2026, its #392 holding.
  • IEQ Capital first reported a position in Vanguard Russell 3000 ETF in Q2 2022 and has held it in 17 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.