Investment Advisory Group’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Investment Advisory Group’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	$2.35M	Buy	7,084 +601	+9%	+$192K	0.51%	49
2026 Q1	$1.86M	Buy	6,483 +243	+4%	+$73K	0.47%	53
2025 Q4	$1.87M	Buy	6,240 +207	+3%	+$61.7K	0.48%	51
2025 Q3	$1.78M	Buy	6,033 +55	+0.9%	+$15.6K	0.48%	50
2025 Q2	$1.63M	Sell	5,978 -55	-0.9%	-$13.9K	0.49%	49
2025 Q1	$1.49M	Buy	6,033 +67	+1%	+$17.5K	0.5%	48
2024 Q4	$1.55M	Buy	5,966 +618	+12%	+$162K	0.52%	47
2024 Q3	$1.36M	Buy	5,348 +251	+5%	+$61.4K	0.47%	52
2024 Q2	$1.22M	Buy	5,097 +1,385	+37%	+$321K	0.47%	51
2024 Q1	$865K	Buy	+3,712	New	+$823K	0.36%	59

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

Investment Advisory Group's VTHR Position: Q2 2026 in Review

Investment Advisory Group increased its Vanguard Russell 3000 ETF (VTHR) stake by 9.3% in Q2 2026, buying an estimated $192K and bringing the position to 7,084 shares worth $2.35M. The position accounts for 0.51% of the portfolio, ranked #49.

Investment Advisory Group first reported a position in VTHR in Q1 2024 and has held it in 10 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Investment Advisory Group held 7,084 shares of Vanguard Russell 3000 ETF worth $2.35M as of Q2 2026.
Investment Advisory Group bought 601 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $192K.
Vanguard Russell 3000 ETF made up 0.51% of Investment Advisory Group's portfolio in Q2 2026, its #49 holding.
Investment Advisory Group first reported a position in Vanguard Russell 3000 ETF in Q1 2024 and has held it in 10 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.