Keating Financial Advisory Services’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Keating Financial Advisory Services’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	$462K	Sell	1,394 -15	-1%	-$4.8K	0.06%	203
2026 Q1	$405K	Buy	1,409 +1	+0.1%	+$301	0.07%	207
2025 Q4	$423K	Buy	+1,408	New	+$420K	0.06%	239

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 $1.42B AUM 19.14% 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

Keating Financial Advisory Services's VTHR Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Vanguard Russell 3000 ETF (VTHR) stake by 1.1% in Q2 2026, selling an estimated $4.8K and leaving 1,394 shares worth $462K. The position accounts for 0.06% of the portfolio, ranked #203.

Keating Financial Advisory Services first reported a position in VTHR in Q4 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Keating Financial Advisory Services held 1,394 shares of Vanguard Russell 3000 ETF worth $462K as of Q2 2026.
Keating Financial Advisory Services sold 15 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $4.8K.
Vanguard Russell 3000 ETF made up 0.06% of Keating Financial Advisory Services's portfolio in Q2 2026, its #203 holding.
Keating Financial Advisory Services first reported a position in Vanguard Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.