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Jacksonville Wealth Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Jacksonville Wealth Management’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 		$948K Sell
2,860
-76
-3% -$24.3K 0.54% 30
2026
Q1 		$844K Sell
2,936
-56
-2% -$16.8K 0.57% 33
2025
Q4 		$899K Buy
2,992
+1
+0% +$298 0.64% 29
2025
Q3 		$880K Buy
2,991
+1
+0% +$283 0.65% 29
2025
Q2 		$816K Sell
2,990
-46
-2% -$11.6K 0.66% 32
2025
Q1 		$749K Sell
3,036
-64
-2% -$16.7K 0.74% 29
2024
Q4 		$805K Buy
+3,100
New +$811K 0.75% 29

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

Jacksonville Wealth Management's VTHR Position: Q2 2026 in Review

Jacksonville Wealth Management reduced its Vanguard Russell 3000 ETF (VTHR) stake by 2.6% in Q2 2026, selling an estimated $24.3K and leaving 2,860 shares worth $948K. The position accounts for 0.54% of the portfolio, ranked #30.

Jacksonville Wealth Management first reported a position in VTHR in Q4 2024 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Jacksonville Wealth Management held 2,860 shares of Vanguard Russell 3000 ETF worth $948K as of Q2 2026.
  • Jacksonville Wealth Management sold 76 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $24.3K.
  • Vanguard Russell 3000 ETF made up 0.54% of Jacksonville Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Jacksonville Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.