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 Q3	$197K	Buy	589 +2	+0.3%	+$671	0.01%	336
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

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

JFS Wealth Advisors's VTHR Position: Q3 2026 in Review

JFS Wealth Advisors increased its Vanguard Russell 3000 ETF (VTHR) stake by 0.34% in Q3 2026, buying an estimated $671 and bringing the position to 589 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #336.

JFS Wealth Advisors first reported a position in VTHR in Q1 2023 and has held it in 15 quarters since. 129 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

JFS Wealth Advisors held 589 shares of Vanguard Russell 3000 ETF worth $197K as of Q3 2026.
JFS Wealth Advisors bought 2 Vanguard Russell 3000 ETF shares in Q3 2026, an estimated $671.
Vanguard Russell 3000 ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #336 holding.
JFS Wealth Advisors first reported a position in Vanguard Russell 3000 ETF in Q1 2023 and has held it in 15 quarters since.
129 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.