JWCA
VTHR icon

J.W. Cole Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

J.W. Cole 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 		$209K Buy
+631
New +$202K ﹤0.01% 1486
2025
Q4 		– Sell
-701
Closed -$206K – 1606
2025
Q3 		$206K Buy
+701
New +$199K ﹤0.01% 1421

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

J.W. Cole Advisors's VTHR Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard Russell 3000 ETF (VTHR) in Q2 2026: 631 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1486 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in VTHR as recently as Q3 2025.

J.W. Cole Advisors first reported a position in VTHR in Q3 2025 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • J.W. Cole Advisors held 631 shares of Vanguard Russell 3000 ETF worth $209K as of Q2 2026.
  • Vanguard Russell 3000 ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Vanguard Russell 3000 ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1486 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Russell 3000 ETF in Q3 2025 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.