NBT Bank’s Vanguard Russell 3000 ETF VTHR Stock Holding History

NBT Bank’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	–	Sell	-1,168	Closed	-$336K	–	1164
2026 Q1	$336K	Buy	1,168 +868	+289%	+$261K	0.02%	316
2025 Q4	$351K	Buy	+300	New	+$89.5K	0.02%	309

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

NBT Bank's VTHR Position: Q2 2026 in Review

NBT Bank sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2026, closing a stake of 1,168 shares — an estimated $336K sold.

NBT Bank first reported a position in VTHR in Q4 2025 and held it in 2 quarters. The position peaked at $351K in Q4 2025. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

NBT Bank reported no remaining Vanguard Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
NBT Bank sold 1,168 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $336K.
NBT Bank first reported a position in Vanguard Russell 3000 ETF in Q4 2025 and held it in 2 quarters.
NBT Bank's Vanguard Russell 3000 ETF position peaked at $351K in Q4 2025.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.