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

NewEdge 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	$14.5M	Sell	50,491 -2,113	-4%	-$635K	0.05%	352
2025 Q4	$15.8M	Buy	52,604 +49,080	+1,393%	+$14.6M	0.06%	307
2025 Q3	$1.04M	Buy	3,524 +147	+4%	+$41.6K	﹤0.01%	1383
2025 Q2	$921K	Sell	3,377 -550	-14%	-$139K	﹤0.01%	1339
2025 Q1	$969K	Buy	3,927 +3,081	+364%	+$803K	0.01%	1201
2024 Q4	$220K	Buy	846 +2	+0.2%	+$523	﹤0.01%	2044
2024 Q3	$214K	Buy	844 +4	+0.5%	+$978	﹤0.01%	1977
2024 Q2	$201K	Buy	+840	New	+$195K	﹤0.01%	1917

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

NewEdge Advisors's VTHR Position: Q1 2026 in Review

NewEdge Advisors reduced its Vanguard Russell 3000 ETF (VTHR) stake by 4% in Q1 2026, selling an estimated $635K and leaving 50,491 shares worth $14.5M. The position accounts for 0.05% of the portfolio, ranked #352.

NewEdge Advisors first reported a position in VTHR in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.8M in Q4 2025. 233 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

NewEdge Advisors held 50,491 shares of Vanguard Russell 3000 ETF worth $14.5M as of Q1 2026.
NewEdge Advisors sold 2,113 Vanguard Russell 3000 ETF shares in Q1 2026, an estimated $635K.
Vanguard Russell 3000 ETF made up 0.05% of NewEdge Advisors's portfolio in Q1 2026, its #352 holding.
NewEdge Advisors first reported a position in Vanguard Russell 3000 ETF in Q2 2024 and has held it in 8 quarters since.
NewEdge Advisors's Vanguard Russell 3000 ETF position peaked at $15.8M in Q4 2025.
233 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.