IAA
VTHR icon

Independent Advisor Alliance’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Independent Advisor Alliance’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 		$208K Buy
+628
New +$201K ﹤0.01% 961
2020
Q1 		– Sell
-17,497
Closed -$2.56M – 863
2019
Q4 		$2.56M Buy
+17,497
New +$2.45M 0.11% 202

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

Independent Advisor Alliance's VTHR Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Vanguard Russell 3000 ETF (VTHR) in Q2 2026: 628 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in VTHR as recently as Q4 2019.

Independent Advisor Alliance first reported a position in VTHR in Q4 2019 and has held it in 2 quarters since. The position peaked at $2.56M in Q4 2019. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Independent Advisor Alliance held 628 shares of Vanguard Russell 3000 ETF worth $208K as of Q2 2026.
  • Vanguard Russell 3000 ETF was a new Independent Advisor Alliance position in Q2 2026.
  • Vanguard Russell 3000 ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #961 holding.
  • Independent Advisor Alliance first reported a position in Vanguard Russell 3000 ETF in Q4 2019 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Vanguard Russell 3000 ETF position peaked at $2.56M in Q4 2019.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.