IFP Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

IFP Advisors’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	$836K	Hold	2,521	–	–	0.02%	813
2026 Q1	$725K	Buy	2,521 +6	+0.2%	+$1.8K	0.02%	822
2025 Q4	$755K	Buy	2,515 +1	+0%	+$298	0.02%	771
2025 Q3	$740K	Sell	2,514 -373	-13%	-$106K	0.02%	722
2025 Q2	$787K	Sell	2,887 -18	-0.6%	-$4.54K	0.02%	657
2025 Q1	$717K	Hold	2,905	–	–	0.02%	644
2024 Q4	$755K	Sell	2,905 -80	-3%	-$20.9K	0.02%	600
2024 Q3	$757K	Buy	2,985 +10	+0.3%	+$2.44K	0.03%	551
2024 Q2	$713K	Sell	2,975 -46	-2%	-$10.7K	0.03%	541
2024 Q1	$704K	Hold	3,021	–	–	0.03%	506
2023 Q4	$643K	Hold	3,021	–	–	0.03%	506
2023 Q3	$576K	Sell	3,021 -2,532	-46%	-$503K	0.03%	544
2023 Q2	$1.1M	Sell	5,553 -330	-6%	-$61.8K	0.05%	405
2023 Q1	$743K	Buy	5,883 +225	+4%	+$40.4K	0.03%	469
2022 Q4	$714K	Sell	5,658 -2,757	-33%	-$477K	0.02%	749
2022 Q3	$1.06M	Hold	8,415	–	–	0.03%	617
2022 Q2	$1.06M	Hold	8,415	–	–	0.03%	562
2022 Q1	$1.06M	Sell	8,415 -26	-0.3%	-$5.23K	0.03%	562
2021 Q4	$1.82M	Sell	8,441 -6	-0.1%	-$1.26K	0.04%	293
2021 Q3	$1.67M	Sell	8,447 -67	-0.8%	-$13.6K	0.03%	298
2021 Q2	$1.7M	Sell	8,514 -211	-2%	-$40.9K	0.04%	277
2021 Q1	$1.61M	Buy	8,725 +190	+2%	+$34.3K	0.03%	271
2020 Q4	$1.49M	Buy	8,535 +2,672	+46%	+$437K	0.06%	258
2020 Q3	$893K	Sell	5,863 -45	-0.8%	-$6.76K	0.05%	313
2020 Q2	$814K	Sell	5,908 -1,162	-16%	-$153K	0.06%	308
2020 Q1	$828K	Sell	7,070 -51	-0.7%	-$7.05K	0.08%	246
2019 Q4	$1.04M	Buy	7,121 +1	+0%	+$140	0.08%	269
2019 Q3	$955K	Buy	+7,120	New	+$959K	0.06%	309
2019 Q1	$40K	Sell	315 -8,059	-96%	-$1M	0.01%	1061
2018 Q4	$943K	Buy	8,374 +6,630	+380%	+$817K	0.06%	364
2018 Q3	$233K	Buy	1,744 +1,147	+192%	+$151K	0.01%	997
2018 Q2	$75K	Buy	597 +494	+480%	+$61.6K	﹤0.01%	1665
2018 Q1	$13K	Hold	103	–	–	﹤0.01%	2644
2017 Q4	$13K	Buy	103 +1	+1%	+$120	﹤0.01%	2681
2017 Q3	$12K	Hold	102	–	–	﹤0.01%	2936
2017 Q2	$11K	Hold	102	–	–	﹤0.01%	2968
2017 Q1	$11K	Hold	102	–	–	﹤0.01%	2870
2016 Q4	$10K	Buy	102 +1	+1%	+$100	﹤0.01%	2921
2016 Q3	$10K	Buy	101 +1	+1%	+$99	﹤0.01%	2852
2016 Q2	$10K	Sell	100 -215	-68%	-$20.4K	﹤0.01%	2758
2016 Q1	$40K	Buy	+315	New	+$28K	0.01%	1061

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFP Advisors's VTHR Position: Q2 2026 in Review

IFP Advisors held its Vanguard Russell 3000 ETF (VTHR) position steady in Q2 2026 at 2,521 shares worth $836K. The position accounts for 0.02% of the portfolio, ranked #813.

IFP Advisors first reported a position in VTHR in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.82M in Q4 2021. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

IFP Advisors held 2,521 shares of Vanguard Russell 3000 ETF worth $836K as of Q2 2026.
IFP Advisors left its Vanguard Russell 3000 ETF share count unchanged in Q2 2026.
Vanguard Russell 3000 ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #813 holding.
IFP Advisors first reported a position in Vanguard Russell 3000 ETF in Q1 2016 and has held it in 41 quarters since.
IFP Advisors's Vanguard Russell 3000 ETF position peaked at $1.82M in Q4 2021.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.