Rockefeller Capital Management
VTHR icon

Rockefeller Capital Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Rockefeller Capital 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
Q2 		$7.42M Buy
22,397
+208
+0.9% +$66.5K 0.01% 821
2026
Q1 		$6.38M Buy
22,189
+6,885
+45% +$2.07M 0.01% 832
2025
Q4 		$4.6M Hold
15,304
– – 0.01% 913
2025
Q3 		$4.5M Buy
15,304
+12
+0.1% +$3.4K 0.01% 861
2025
Q2 		$4.17M Buy
15,292
+143
+0.9% +$36.1K 0.01% 862
2025
Q1 		$3.74M Sell
15,149
-4
-0% -$1.04K 0.01% 826
2024
Q4 		$3.94M Buy
15,153
+4
+0% +$1.05K 0.01% 788
2024
Q3 		$3.84M Hold
15,149
– – 0.01% 787
2024
Q2 		$3.63M Hold
15,149
– – 0.01% 796
2024
Q1 		$3.53M Sell
15,149
-228
-1% -$50.5K 0.01% 807
2023
Q4 		$3.27M Buy
15,377
+228
+2% +$45.2K 0.01% 758
2023
Q3 		$2.89M Hold
15,149
– – 0.01% 724
2023
Q2 		$2.99M Hold
15,149
– – 0.01% 725
2023
Q1 		$2.78M Hold
15,149
– – 0.01% 716
2022
Q4 		$2.6M Sell
15,149
-46,962
-76% -$8.12M 0.01% 669
2022
Q3 		$10M Buy
62,111
+184
+0.3% +$32.9K 0.05% 358
2022
Q2 		$10.5M Buy
61,927
+49,979
+418% +$9.2M 0.06% 334
2022
Q1 		$2.44M Sell
11,948
-347
-3% -$69.8K 0.01% 737
2021
Q4 		$2.65M Buy
12,295
+3
+0% +$632 0.01% 719
2021
Q3 		$2.43M Buy
12,292
+11,935
+3,343% +$2.43M 0.01% 700
2021
Q2 		$70K Buy
+357
New +$69.2K ﹤0.01% 1937
2020
Q3 		– Sell
-1,400
Closed -$196K – 2815
2020
Q2 		$196K Buy
1,400
+1,178
+531% +$155K ﹤0.01% 957
2020
Q1 		$26K Buy
222
+1
+0.5% +$138 ﹤0.01% 1431
2019
Q4 		$32K Buy
+221
New +$30.9K ﹤0.01% 1267

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
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
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rockefeller Capital Management's VTHR Position: Q2 2026 in Review

Rockefeller Capital Management increased its Vanguard Russell 3000 ETF (VTHR) stake by 0.94% in Q2 2026, buying an estimated $66.5K and bringing the position to 22,397 shares worth $7.42M. The position accounts for 0.01% of the portfolio, ranked #821.

Rockefeller Capital Management first reported a position in VTHR in Q4 2019 and has held it in 24 quarters since. The position peaked at $10.5M in Q2 2022. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Rockefeller Capital Management held 22,397 shares of Vanguard Russell 3000 ETF worth $7.42M as of Q2 2026.
  • Rockefeller Capital Management bought 208 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $66.5K.
  • Vanguard Russell 3000 ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #821 holding.
  • Rockefeller Capital Management first reported a position in Vanguard Russell 3000 ETF in Q4 2019 and has held it in 24 quarters since.
  • Rockefeller Capital Management's Vanguard Russell 3000 ETF position peaked at $10.5M in Q2 2022.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.