JFS Wealth Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

JFS Wealth 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	$195K	Buy	587 +1	+0.2%	+$320	0.01%	343
2026 Q1	$168K	Buy	586 +2	+0.3%	+$601	0.01%	347
2025 Q4	$175K	Buy	584 +2	+0.3%	+$596	0.01%	334
2025 Q3	$171K	Buy	582 +1	+0.2%	+$283	0.01%	343
2025 Q2	$158K	Buy	581 +2	+0.3%	+$505	0.01%	318
2025 Q1	$143K	Buy	579 +2	+0.3%	+$521	0.01%	332
2024 Q4	$150K	Buy	577 +2	+0.3%	+$523	0.01%	319
2024 Q3	$146K	Buy	575 +3	+0.5%	+$733	0.01%	325
2024 Q2	$137K	Hold	572	–	–	0.01%	274
2024 Q1	$133K	Buy	572 +2	+0.4%	+$443	0.01%	284
2023 Q4	$121K	Hold	570	–	–	0.01%	274
2023 Q3	$109K	Hold	570	–	–	0.01%	269
2023 Q2	$113K	Hold	570	–	–	0.01%	266
2023 Q1	$104K	Buy	+570	New	+$102K	0.01%	274

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

JFS Wealth Advisors's VTHR Position: Q2 2026 in Review

JFS Wealth Advisors increased its Vanguard Russell 3000 ETF (VTHR) stake by 0.17% in Q2 2026, buying an estimated $320 and bringing the position to 587 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #343.

JFS Wealth Advisors first reported a position in VTHR in Q1 2023 and has held it in 14 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

JFS Wealth Advisors held 587 shares of Vanguard Russell 3000 ETF worth $195K as of Q2 2026.
JFS Wealth Advisors bought 1 Vanguard Russell 3000 ETF share in Q2 2026, an estimated $320.
Vanguard Russell 3000 ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #343 holding.
JFS Wealth Advisors first reported a position in Vanguard Russell 3000 ETF in Q1 2023 and has held it in 14 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.