JDM Financial Group’s Vanguard Russell 3000 ETF VTHR Stock Holding History

JDM Financial 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	$19.6K	Hold	59	–	–	0.01%	163
2026 Q1	$17K	Hold	59	–	–	0.01%	149
2025 Q4	$17.7K	Hold	59	–	–	0.01%	147
2025 Q3	$17.4K	Hold	59	–	–	0.01%	148
2025 Q2	$16.1K	Hold	59	–	–	0.01%	142
2025 Q1	$14.6K	Hold	59	–	–	0.01%	144
2024 Q4	$15.3K	Hold	59	–	–	0.01%	143
2024 Q3	$15K	Hold	59	–	–	0.01%	143
2024 Q2	$14.1K	Hold	59	–	–	0.01%	127
2024 Q1	$13.7K	Hold	59	–	–	0.01%	122
2023 Q4	$12.6K	Hold	59	–	–	0.01%	122
2023 Q3	$11.3K	Hold	59	–	–	0.01%	117
2023 Q2	$11.7K	Hold	59	–	–	0.01%	122
2023 Q1	$10.8K	Hold	59	–	–	0.01%	131
2022 Q4	$10.1K	Buy	+59	New	+$10.2K	0.01%	129

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

JDM Financial Group's VTHR Position: Q2 2026 in Review

JDM Financial Group held its Vanguard Russell 3000 ETF (VTHR) position steady in Q2 2026 at 59 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #163.

JDM Financial Group first reported a position in VTHR in Q4 2022 and has held it in 15 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

JDM Financial Group held 59 shares of Vanguard Russell 3000 ETF worth $19.6K as of Q2 2026.
JDM Financial Group left its Vanguard Russell 3000 ETF share count unchanged in Q2 2026.
Vanguard Russell 3000 ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #163 holding.
JDM Financial Group first reported a position in Vanguard Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.