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 Q2	$37.8M	Buy	113,987 +29,918	+36%	+$9.57M	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

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

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Raymond James Financial's VTHR Position: Q2 2026 in Review

Raymond James Financial increased its Vanguard Russell 3000 ETF (VTHR) stake by 36% in Q2 2026, buying an estimated $9.57M and bringing the position to 113,987 shares worth $37.8M. The position accounts for 0.01% of the portfolio, ranked #1102.

Raymond James Financial first reported a position in VTHR in Q4 2024 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Raymond James Financial held 113,987 shares of Vanguard Russell 3000 ETF worth $37.8M as of Q2 2026.
Raymond James Financial bought 29,918 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $9.57M.
Vanguard Russell 3000 ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1102 holding.
Raymond James Financial first reported a position in Vanguard Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.