Raymond James Financial’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Raymond James Financial’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	$35.7M	Sell	106,272 -7,715	-7%	-$2.59M	0.01%	1150
2026 Q2	$37.8M	Buy	113,987 +29,918	+36%	+$9.6M	0.01%	1102
2026 Q1	$24.2M	Sell	84,069 -2,601	-3%	-$782K	0.01%	1336
2025 Q4	$26M	Buy	86,670 +12,565	+17%	+$3.75M	0.01%	1261
2025 Q3	$21.8M	Sell	74,105 -4,824	-6%	-$1.37M	0.01%	1356
2025 Q2	$21.5M	Sell	78,929 -80	-0.1%	-$20.2K	0.01%	1324
2025 Q1	$19.5M	Buy	79,009 +5,852	+8%	+$1.52M	0.01%	1328
2024 Q4	$19M	Buy	+73,157	New	+$19.1M	0.01%	1360

Other funds holding VTHR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Callan Family Office Radnor, Pennsylvania $5.2B AUM 27.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cliffwater Marina Del Rey, California $337M AUM 3.21% 1-Year Est. Return

Trustees of Dartmouth College Hanover, New Hampshire $294M AUM 16.99% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

Raymond James Financial's VTHR Position: Q3 2026 in Review

Raymond James Financial reduced its Vanguard Russell 3000 ETF (VTHR) stake by 6.8% in Q3 2026, selling an estimated $2.59M and leaving 106,272 shares worth $35.7M. The position accounts for 0.01% of the portfolio, ranked #1150.

Raymond James Financial first reported a position in VTHR in Q4 2024 and has held it in 8 quarters since. The position peaked at $37.8M in Q2 2026. 220 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

Raymond James Financial held 106,272 shares of Vanguard Russell 3000 ETF worth $35.7M as of Q3 2026.
Raymond James Financial sold 7,715 Vanguard Russell 3000 ETF shares in Q3 2026, an estimated $2.59M.
Vanguard Russell 3000 ETF made up 0.01% of Raymond James Financial's portfolio in Q3 2026, its #1150 holding.
Raymond James Financial first reported a position in Vanguard Russell 3000 ETF in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's Vanguard Russell 3000 ETF position peaked at $37.8M in Q2 2026.
220 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.