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

Operose 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 		$2.11M Buy
6,357
+1,608
+34% +$514K 0.41% 35
2026
Q1 		$1.37M Sell
4,749
-131
-3% -$39.4K 0.32% 42
2025
Q4 		$1.47M Buy
4,880
+10
+0.2% +$2.98K 0.34% 39
2025
Q3 		$1.43M Sell
4,870
-296
-6% -$83.8K 0.36% 36
2025
Q2 		$1.41M Buy
5,166
+10
+0.2% +$2.52K 0.4% 36
2025
Q1 		$1.27M Sell
5,156
-644
-11% -$168K 0.42% 35
2024
Q4 		$1.51M Buy
5,800
+13
+0.2% +$3.4K 0.52% 30
2024
Q3 		$1.47M Buy
5,787
+25
+0.4% +$6.11K 0.47% 29
2024
Q2 		$1.38M Sell
5,762
-518
-8% -$120K 0.49% 27
2024
Q1 		$1.46M Buy
6,280
+7
+0.1% +$1.55K 0.49% 24
2023
Q4 		$1.34M Buy
6,273
+18
+0.3% +$3.57K 0.53% 23
2023
Q3 		$1.19M Sell
6,255
-313
-5% -$62.1K 0.47% 25
2023
Q2 		$1.3M Sell
6,568
-231
-3% -$43.2K 0.59% 21
2023
Q1 		$1.25M Buy
6,799
+16
+0.2% +$2.87K 0.62% 21
2022
Q4 		$1.16M Buy
6,783
+37
+0.5% +$6.39K 0.62% 22
2022
Q3 		$1.09M Buy
6,746
+16
+0.2% +$2.86K 0.71% 20
2022
Q2 		$1.14M Hold
6,730
– – 0.8% 18
2022
Q1 		$1.37M Buy
6,730
+12
+0.2% +$2.41K 0.95% 19
2021
Q4 		$1.45M Buy
+6,718
New +$1.41M 1.18% 16

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

Operose Advisors's VTHR Position: Q2 2026 in Review

Operose Advisors increased its Vanguard Russell 3000 ETF (VTHR) stake by 34% in Q2 2026, buying an estimated $514K and bringing the position to 6,357 shares worth $2.11M. The position accounts for 0.41% of the portfolio, ranked #35.

Operose Advisors first reported a position in VTHR in Q4 2021 and has held it in 19 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Operose Advisors held 6,357 shares of Vanguard Russell 3000 ETF worth $2.11M as of Q2 2026.
  • Operose Advisors bought 1,608 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $514K.
  • Vanguard Russell 3000 ETF made up 0.41% of Operose Advisors's portfolio in Q2 2026, its #35 holding.
  • Operose Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

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