Prospera Financial Services’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Prospera Financial Services’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	$497K	Hold	1,500	–	–	0.01%	1040
2026 Q1	$431K	Hold	1,500	–	–	0.01%	1058
2025 Q4	$450K	Hold	1,500	–	–	0.01%	963
2025 Q3	$441K	Hold	1,500	–	–	0.01%	986
2025 Q2	$409K	Sell	1,500 -2,000	-57%	-$505K	0.01%	981
2025 Q1	$864K	Hold	3,500	–	–	0.02%	602
2024 Q4	$909K	Buy	3,500 +2,000	+133%	+$523K	0.02%	573
2024 Q3	$381K	Hold	1,500	–	–	0.01%	830
2024 Q2	$359K	Hold	1,500	–	–	0.01%	841
2024 Q1	$349K	Hold	1,500	–	–	0.01%	846
2023 Q4	$319K	Hold	1,500	–	–	0.01%	820
2023 Q3	$286K	Hold	1,500	–	–	0.01%	824
2023 Q2	$296K	Hold	1,500	–	–	0.01%	802
2023 Q1	$275K	Hold	1,500	–	–	0.01%	810
2022 Q4	$258K	Buy	+1,500	New	+$259K	0.01%	760
2022 Q2	–	Sell	-1,500	Closed	-$306K	–	2605
2022 Q1	$306K	Sell	1,500 -1,117	-43%	-$225K	0.01%	739
2021 Q4	$565K	Hold	2,617	–	–	0.02%	537
2021 Q3	$518K	Hold	2,617	–	–	0.03%	527
2021 Q2	$521K	Buy	2,617 +1,050	+67%	+$204K	0.03%	525
2021 Q1	$290K	Buy	1,567 +100	+7%	+$18.1K	0.02%	631
2020 Q4	$255K	Buy	+1,467	New	+$240K	0.02%	582

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

Prospera Financial Services's VTHR Position: Q2 2026 in Review

Prospera Financial Services held its Vanguard Russell 3000 ETF (VTHR) position steady in Q2 2026 at 1,500 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #1040.

Prospera Financial Services first reported a position in VTHR in Q4 2020 and has held it in 21 quarters since. The position peaked at $909K in Q4 2024. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Prospera Financial Services held 1,500 shares of Vanguard Russell 3000 ETF worth $497K as of Q2 2026.
Prospera Financial Services left its Vanguard Russell 3000 ETF share count unchanged in Q2 2026.
Vanguard Russell 3000 ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1040 holding.
Prospera Financial Services first reported a position in Vanguard Russell 3000 ETF in Q4 2020 and has held it in 21 quarters since.
Prospera Financial Services's Vanguard Russell 3000 ETF position peaked at $909K in Q4 2024.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.