Precedent Wealth Partners
VTHR icon

Precedent Wealth Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Precedent Wealth Partners’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
Q3 		$552K Hold
1,645
– – 0.08% 138
2026
Q2 		$545K Buy
1,645
+6
+0.4% +$1.92K 0.09% 140
2026
Q1 		$471K Sell
1,639
-181
-10% -$54.4K 0.09% 129
2025
Q4 		$547K Hold
1,820
– – 0.11% 125
2025
Q3 		$536K Hold
1,820
– – 0.12% 124
2025
Q2 		$496K Buy
1,820
+163
+10% +$41.1K 0.12% 124
2025
Q1 		$409K Sell
1,657
-16
-1% -$4.17K 0.11% 127
2024
Q4 		$435K Sell
1,673
-121
-7% -$31.7K 0.14% 120
2024
Q3 		$455K Buy
1,794
+96
+6% +$23.5K 0.15% 111
2024
Q2 		$407K Buy
1,698
+654
+63% +$152K 0.16% 107
2024
Q1 		$243K Buy
+1,044
New +$231K 0.1% 127

Other funds holding VTHR

Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DB Fitzpatrick & Co
DB Fitzpatrick & Co Boise, Idaho $121M AUM 9.03% 1-Year Est. Return
FSA Investment Group
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Precedent Wealth Partners's VTHR Position: Q3 2026 in Review

Precedent Wealth Partners held its Vanguard Russell 3000 ETF (VTHR) position steady in Q3 2026 at 1,645 shares worth $552K. The position accounts for 0.08% of the portfolio, ranked #138.

Precedent Wealth Partners first reported a position in VTHR in Q1 2024 and has held it in 11 quarters since. 47 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

  • Precedent Wealth Partners held 1,645 shares of Vanguard Russell 3000 ETF worth $552K as of Q3 2026.
  • Precedent Wealth Partners left its Vanguard Russell 3000 ETF share count unchanged in Q3 2026.
  • Vanguard Russell 3000 ETF made up 0.08% of Precedent Wealth Partners's portfolio in Q3 2026, its #138 holding.
  • Precedent Wealth Partners first reported a position in Vanguard Russell 3000 ETF in Q1 2024 and has held it in 11 quarters since.
  • 47 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.