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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

DB Fitzpatrick & Co Boise, Idaho $130M AUM 12.52% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $998M AUM 24.42% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return