Kestra Private Wealth Services’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Kestra Private Wealth 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	$274K	Sell	827 -6	-0.7%	-$1.92K	﹤0.01%	1544
2026 Q1	$240K	Sell	833 -34	-4%	-$10.2K	﹤0.01%	1559
2025 Q4	$260K	Hold	867	–	–	﹤0.01%	1488
2025 Q3	$255K	Sell	867 -16	-2%	-$4.53K	﹤0.01%	1445
2025 Q2	$241K	Buy	+883	New	+$223K	﹤0.01%	1415

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

Kestra Private Wealth Services's VTHR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Vanguard Russell 3000 ETF (VTHR) stake by 0.72% in Q2 2026, selling an estimated $1.92K and leaving 827 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Kestra Private Wealth Services first reported a position in VTHR in Q2 2025 and has held it in 5 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Kestra Private Wealth Services held 827 shares of Vanguard Russell 3000 ETF worth $274K as of Q2 2026.
Kestra Private Wealth Services sold 6 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $1.92K.
Vanguard Russell 3000 ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1544 holding.
Kestra Private Wealth Services first reported a position in Vanguard Russell 3000 ETF in Q2 2025 and has held it in 5 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.