Moneta Group Investment Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Moneta Group Investment 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 Q1	$465K	Hold	1,616	–	–	﹤0.01%	523
2025 Q4	$485K	Hold	1,616	–	–	﹤0.01%	506
2025 Q3	$476K	Hold	1,616	–	–	﹤0.01%	510
2025 Q2	$441K	Hold	1,616	–	–	0.01%	463
2025 Q1	$399K	Hold	1,616	–	–	0.01%	468
2024 Q4	$420K	Buy	+1,616	New	+$423K	0.01%	449
2023 Q2	–	Sell	-38,220	Closed	-$7.01M	–	578
2023 Q1	$7.01M	Buy	38,220 +2,424	+7%	+$435K	0.17%	82
2022 Q4	$6.56M	Buy	35,796 +17	+0%	+$2.94K	0.18%	82
2022 Q3	$5.76M	Sell	35,779 -3,440	-9%	-$615K	0.22%	83
2022 Q2	$6.63M	Buy	39,219 +3,437	+10%	+$633K	0.23%	78
2022 Q1	$7.3M	Buy	35,782 +4	+0%	+$805	0.29%	68
2021 Q4	$7.72M	Sell	35,778 -2	-0%	-$421	0.31%	63
2021 Q3	$7.09M	Sell	35,780 -1	-0%	-$204	0.33%	64
2021 Q2	$7.12M	Buy	35,781 +1	+0%	+$194	0.33%	69
2021 Q1	$6.61M	Sell	35,780 -2	-0%	-$361	0.35%	65
2020 Q4	$6.23M	Buy	35,782 +3	+0%	+$490	0.45%	53
2020 Q3	$5.45M	Sell	35,779 -2	-0%	-$301	0.47%	50
2020 Q2	$5M	Sell	35,781 -2	-0%	-$264	0.48%	51
2020 Q1	$4.12M	Hold	35,783	–	–	0.43%	52
2019 Q4	$5.24M	Buy	35,783 +2	+0%	+$280	0.44%	45
2019 Q3	$4.84M	Sell	35,781 -1	-0%	-$135	0.45%	43
2019 Q2	$4.79M	Buy	35,782 +7,535	+27%	+$993K	0.47%	40
2019 Q1	$3.66M	Sell	28,247 -7	-0%	-$872	0.38%	50
2018 Q4	$3.22M	Buy	28,254 +1,119	+4%	+$138K	0.38%	48
2018 Q3	$3.63M	Hold	27,135	–	–	0.37%	52
2018 Q2	$3.41M	Hold	27,135	–	–	0.38%	44
2018 Q1	$3.3M	Buy	27,135 +1,535	+6%	+$192K	0.44%	37
2017 Q4	$3.14M	Hold	25,600	–	–	0.48%	28
2017 Q3	$2.96M	Buy	25,600 +3,350	+15%	+$379K	0.46%	32
2017 Q2	$2.48M	Buy	22,250 +1,610	+8%	+$177K	0.4%	41
2017 Q1	$2.24M	Hold	20,640	–	–	0.44%	30
2016 Q4	$2.13M	Buy	20,640 +2,450	+13%	+$246K	0.44%	31
2016 Q3	$1.81M	Buy	18,190 +2,690	+17%	+$267K	0.41%	37
2016 Q2	$1.48M	Hold	15,500	–	–	0.32%	46
2016 Q1	$1.46M	Buy	15,500 +3,620	+30%	+$321K	0.32%	48
2015 Q4	$1.11M	Buy	+11,880	New	+$1.12M	0.27%	45

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CFO

Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Moneta Group Investment Advisors's VTHR Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Vanguard Russell 3000 ETF (VTHR) position steady in Q1 2026 at 1,616 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Moneta Group Investment Advisors first reported a position in VTHR in Q4 2015 and has held it in 36 quarters since. The position peaked at $7.72M in Q4 2021. 234 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

Moneta Group Investment Advisors held 1,616 shares of Vanguard Russell 3000 ETF worth $465K as of Q1 2026.
Moneta Group Investment Advisors left its Vanguard Russell 3000 ETF share count unchanged in Q1 2026.
Vanguard Russell 3000 ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #523 holding.
Moneta Group Investment Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2015 and has held it in 36 quarters since.
Moneta Group Investment Advisors's Vanguard Russell 3000 ETF position peaked at $7.72M in Q4 2021.
234 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.