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 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

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

Precedent Wealth Partners's VTHR Position: Q2 2026 in Review

Precedent Wealth Partners increased its Vanguard Russell 3000 ETF (VTHR) stake by 0.37% in Q2 2026, buying an estimated $1.92K and bringing the position to 1,645 shares worth $545K. The position accounts for 0.09% of the portfolio, ranked #140.

Precedent Wealth Partners first reported a position in VTHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $547K in Q4 2025. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Precedent Wealth Partners held 1,645 shares of Vanguard Russell 3000 ETF worth $545K as of Q2 2026.
Precedent Wealth Partners bought 6 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $1.92K.
Vanguard Russell 3000 ETF made up 0.09% of Precedent Wealth Partners's portfolio in Q2 2026, its #140 holding.
Precedent Wealth Partners first reported a position in Vanguard Russell 3000 ETF in Q1 2024 and has held it in 10 quarters since.
Precedent Wealth Partners's Vanguard Russell 3000 ETF position peaked at $547K in Q4 2025.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.