Lido Advisors
VTHR icon

Lido Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Lido 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 		$3.8M Sell
11,452
-674
-6% -$216K 0.01% 579
2026
Q1 		$3.49M Buy
12,126
+675
+6% +$203K 0.01% 538
2025
Q4 		$3.43M Sell
11,451
-129
-1% -$38.5K 0.01% 556
2025
Q3 		$3.41M Sell
11,580
-953
-8% -$270K 0.01% 533
2025
Q2 		$3.42M Buy
12,533
+1
+0% +$252 0.01% 457
2025
Q1 		$3.09M Buy
12,532
+98
+0.8% +$25.5K 0.01% 441
2024
Q4 		$3.23M Buy
12,434
+11,008
+772% +$2.88M 0.01% 417
2024
Q3 		$362K Buy
+1,426
New +$349K ﹤0.01% 1084

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
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
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors's VTHR Position: Q2 2026 in Review

Lido Advisors reduced its Vanguard Russell 3000 ETF (VTHR) stake by 5.6% in Q2 2026, selling an estimated $216K and leaving 11,452 shares worth $3.8M. The position accounts for 0.01% of the portfolio, ranked #579.

Lido Advisors first reported a position in VTHR in Q3 2024 and has held it in 8 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Lido Advisors held 11,452 shares of Vanguard Russell 3000 ETF worth $3.8M as of Q2 2026.
  • Lido Advisors sold 674 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $216K.
  • Vanguard Russell 3000 ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #579 holding.
  • Lido Advisors first reported a position in Vanguard Russell 3000 ETF in Q3 2024 and has held it in 8 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.