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Rossby Financial’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Rossby 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 		$500K Buy
1,510
+755
+100% +$242K 0.09% 202
2026
Q1 		$219K Hold
755
– – 0.04% 358
2025
Q4 		$227K Sell
755
-336
-31% -$100K 0.07% 263
2025
Q3 		$322K Buy
+1,091
New +$309K 0.11% 184

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 $1.42B AUM 19.14% 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

Rossby Financial's VTHR Position: Q2 2026 in Review

Rossby Financial increased its Vanguard Russell 3000 ETF (VTHR) stake by 100% in Q2 2026, buying an estimated $242K and bringing the position to 1,510 shares worth $500K. The position accounts for 0.09% of the portfolio, ranked #202.

Rossby Financial first reported a position in VTHR in Q3 2025 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Rossby Financial held 1,510 shares of Vanguard Russell 3000 ETF worth $500K as of Q2 2026.
  • Rossby Financial bought 755 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $242K.
  • Vanguard Russell 3000 ETF made up 0.09% of Rossby Financial's portfolio in Q2 2026, its #202 holding.
  • Rossby Financial first reported a position in Vanguard Russell 3000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.