Root Financial Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Root Financial Partners’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	$15.9K	Buy	+47	New	+$15.8K	﹤0.01%	1673

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Root Financial Partners's VTHR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard Russell 3000 ETF (VTHR) in Q3 2026: 47 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #1673 among its holdings.

221 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

Root Financial Partners held 47 shares of Vanguard Russell 3000 ETF worth $15.9K as of Q3 2026.
Vanguard Russell 3000 ETF was a new Root Financial Partners position in Q3 2026.
Vanguard Russell 3000 ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1673 holding.
221 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.