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Nations Financial Group’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Nations Financial Group’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 		$3.68M Sell
11,094
-106
-0.9% -$33.9K 0.18% 133
2026
Q1 		$3.22M Sell
11,200
-49
-0.4% -$14.7K 0.17% 145
2025
Q4 		$3.38M Sell
11,249
-117
-1% -$34.9K 0.18% 134
2025
Q3 		$3.35M Sell
11,366
-287
-2% -$81.3K 0.21% 116
2025
Q2 		$3.18M Sell
11,653
-8
-0.1% -$2.02K 0.22% 111
2025
Q1 		$2.88M Buy
11,661
+112
+1% +$29.2K 0.22% 121
2024
Q4 		$3M Sell
11,549
-18
-0.2% -$4.71K 0.22% 113
2024
Q3 		$2.93M Buy
11,567
+2,065
+22% +$505K 0.21% 115
2024
Q2 		$2.28M Sell
9,502
-9
-0.1% -$2.09K 0.19% 129
2024
Q1 		$2.22M Sell
9,511
-185
-2% -$41K 0.19% 130
2023
Q4 		$2.06M Sell
9,696
-23
-0.2% -$4.56K 0.19% 126
2023
Q3 		$1.85M Buy
9,719
+1,361
+16% +$270K 0.19% 129
2023
Q2 		$1.65M Sell
8,358
-1
-0% -$187 0.16% 151
2023
Q1 		$1.53M Buy
8,359
+86
+1% +$15.4K 0.16% 156
2022
Q4 		$1.42M Sell
8,273
-80
-1% -$13.8K 0.16% 161
2022
Q3 		$1.35M Buy
8,353
+123
+1% +$22K 0.19% 126
2022
Q2 		$1.39M Buy
+8,230
New +$1.52M 0.19% 136

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

Nations Financial Group's VTHR Position: Q2 2026 in Review

Nations Financial Group reduced its Vanguard Russell 3000 ETF (VTHR) stake by 0.95% in Q2 2026, selling an estimated $33.9K and leaving 11,094 shares worth $3.68M. The position accounts for 0.18% of the portfolio, ranked #133.

Nations Financial Group first reported a position in VTHR in Q2 2022 and has held it in 17 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Nations Financial Group held 11,094 shares of Vanguard Russell 3000 ETF worth $3.68M as of Q2 2026.
  • Nations Financial Group sold 106 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $33.9K.
  • Vanguard Russell 3000 ETF made up 0.18% of Nations Financial Group's portfolio in Q2 2026, its #133 holding.
  • Nations Financial Group first reported a position in Vanguard Russell 3000 ETF in Q2 2022 and has held it in 17 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.