JFG
VTHR icon

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
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return