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 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

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 $1.43B AUM 24.87% 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

Koesten Hirschmann & Crabtree's VTHR Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree opened a new position in Vanguard Russell 3000 ETF (VTHR) in Q2 2026: 611 shares worth $203K. The stake represents 0.08% of the portfolio and ranks #51 among its holdings. This is a return to the name: Koesten Hirschmann & Crabtree previously reported a position in VTHR as recently as Q3 2025.

Koesten Hirschmann & Crabtree first reported a position in VTHR in Q1 2023 and has held it in 12 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Koesten Hirschmann & Crabtree held 611 shares of Vanguard Russell 3000 ETF worth $203K as of Q2 2026.
Vanguard Russell 3000 ETF was a new Koesten Hirschmann & Crabtree position in Q2 2026.
Vanguard Russell 3000 ETF made up 0.08% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #51 holding.
Koesten Hirschmann & Crabtree first reported a position in Vanguard Russell 3000 ETF in Q1 2023 and has held it in 12 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.