Red Cedar Investment Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Red Cedar Investment Management’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 Q1	$4.11M	Sell	14,276 -247	-2%	-$74.2K	0.43%	46
2025 Q4	$4.36M	Hold	14,523	–	–	0.47%	37
2025 Q3	$4.27M	Hold	14,523	–	–	0.5%	36
2025 Q2	$3.96M	Sell	14,523 -1,459	-9%	-$368K	0.5%	36
2025 Q1	$3.94M	Sell	15,982 -1,065	-6%	-$277K	0.55%	30
2024 Q4	$4.43M	Buy	17,047 +643	+4%	+$168K	0.56%	26
2024 Q3	$4.16M	Hold	16,404	–	–	0.53%	31
2024 Q2	$3.93M	Sell	16,404 -2,667	-14%	-$619K	0.54%	30
2024 Q1	$4.44M	Buy	19,071 +831	+5%	+$184K	0.55%	29
2023 Q4	$3.89M	Sell	18,240 -372	-2%	-$73.7K	0.56%	31
2023 Q3	$3.55M	Sell	18,612 -130	-0.7%	-$25.8K	0.54%	29
2023 Q2	$3.7M	Hold	18,742	–	–	0.56%	26
2023 Q1	$3.44M	Buy	18,742 +803	+4%	+$144K	0.53%	29
2022 Q4	$3.08M	Sell	17,939 -111	-0.6%	-$19.2K	0.49%	25
2022 Q3	$2.91M	Hold	18,050	–	–	0.5%	25
2022 Q2	$3.05M	Hold	18,050	–	–	0.5%	23
2022 Q1	$3.68M	Sell	18,050 -2,934	-14%	-$590K	0.51%	25
2021 Q4	$4.53M	Buy	20,984 +1,538	+8%	+$324K	0.54%	24
2021 Q3	$3.85M	Buy	19,446 +1,027	+6%	+$209K	0.5%	22
2021 Q2	$3.67M	Sell	18,419 -2,161	-11%	-$419K	0.49%	21
2021 Q1	$3.8M	Sell	20,580 -2,154	-9%	-$389K	0.49%	22
2020 Q4	$3.96M	Buy	+22,734	New	+$3.72M	0.59%	20

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CFO

Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Red Cedar Investment Management's VTHR Position: Q1 2026 in Review

Red Cedar Investment Management reduced its Vanguard Russell 3000 ETF (VTHR) stake by 1.7% in Q1 2026, selling an estimated $74.2K and leaving 14,276 shares worth $4.11M. The position accounts for 0.43% of the portfolio, ranked #46.

Red Cedar Investment Management first reported a position in VTHR in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.53M in Q4 2021. 234 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

Red Cedar Investment Management held 14,276 shares of Vanguard Russell 3000 ETF worth $4.11M as of Q1 2026.
Red Cedar Investment Management sold 247 Vanguard Russell 3000 ETF shares in Q1 2026, an estimated $74.2K.
Vanguard Russell 3000 ETF made up 0.43% of Red Cedar Investment Management's portfolio in Q1 2026, its #46 holding.
Red Cedar Investment Management first reported a position in Vanguard Russell 3000 ETF in Q4 2020 and has held it in 22 quarters since.
Red Cedar Investment Management's Vanguard Russell 3000 ETF position peaked at $4.53M in Q4 2021.
234 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.