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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
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 $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Focus Partners Wealth
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Rossby Financial's VTHR Position: Q1 2026 in Review

Rossby Financial held its Vanguard Russell 3000 ETF (VTHR) position steady in Q1 2026 at 755 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #358.

Rossby Financial first reported a position in VTHR in Q3 2025 and has held it in 3 quarters since. The position peaked at $322K in Q3 2025. 233 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

  • Rossby Financial held 755 shares of Vanguard Russell 3000 ETF worth $219K as of Q1 2026.
  • Rossby Financial left its Vanguard Russell 3000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 3000 ETF made up 0.04% of Rossby Financial's portfolio in Q1 2026, its #358 holding.
  • Rossby Financial first reported a position in Vanguard Russell 3000 ETF in Q3 2025 and has held it in 3 quarters since.
  • Rossby Financial's Vanguard Russell 3000 ETF position peaked at $322K in Q3 2025.
  • 233 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.