Koesten Hirschmann & Crabtree’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Koesten Hirschmann & Crabtree’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	$206K	Buy	613 +2	+0.3%	+$671	0.09%	52
2026 Q2	$203K	Buy	+611	New	+$195K	0.08%	51
2025 Q4	–	Sell	-454	Closed	-$134K	–	234
2025 Q3	$134K	Buy	454 +2	+0.4%	+$566	0.06%	49
2025 Q2	$123K	Buy	452 +1	+0.2%	+$252	0.06%	53
2025 Q1	$111K	Buy	451 +174	+63%	+$45.3K	0.06%	52
2024 Q4	$71.9K	Buy	277 +1	+0.4%	+$262	0.04%	66
2024 Q3	$70K	Sell	276 -184	-40%	-$45K	0.04%	65
2024 Q2	$107K	Hold	460	–	–	0.07%	57
2024 Q1	$107K	Buy	460 +258	+128%	+$57.2K	0.07%	57
2023 Q4	$43K	Buy	202 +1	+0.5%	+$198	0.03%	75
2023 Q3	$38.4K	Hold	201	–	–	0.03%	63
2023 Q2	$39.6K	Buy	201 +1	+0.5%	+$187	0.03%	67
2023 Q1	$36.6K	Buy	+200	New	+$35.9K	0.03%	76

Other funds holding VTHR

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

DB Fitzpatrick & Co Boise, Idaho $121M AUM 9.03% 1-Year Est. Return

Associated Banc-Corp Green Bay, Wisconsin $4.24B AUM 23.62% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Koesten Hirschmann & Crabtree's VTHR Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree increased its Vanguard Russell 3000 ETF (VTHR) stake by 0.33% in Q3 2026, buying an estimated $671 and bringing the position to 613 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #52.

Koesten Hirschmann & Crabtree first reported a position in VTHR in Q1 2023 and has held it in 13 quarters since. 81 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

Koesten Hirschmann & Crabtree held 613 shares of Vanguard Russell 3000 ETF worth $206K as of Q3 2026.
Koesten Hirschmann & Crabtree bought 2 Vanguard Russell 3000 ETF shares in Q3 2026, an estimated $671.
Vanguard Russell 3000 ETF made up 0.09% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #52 holding.
Koesten Hirschmann & Crabtree first reported a position in Vanguard Russell 3000 ETF in Q1 2023 and has held it in 13 quarters since.
81 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.