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Safe Harbor Family Capital’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Safe Harbor Family Capital’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 		$493K Sell
1,488
-496
-25% -$159K 0.33% 25
2026
Q1 		$571K Hold
1,984
– – 0.45% 20
2025
Q4 		$596K Buy
+1,984
New +$592K 0.52% 20

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

Safe Harbor Family Capital's VTHR Position: Q2 2026 in Review

Safe Harbor Family Capital reduced its Vanguard Russell 3000 ETF (VTHR) stake by 25% in Q2 2026, selling an estimated $159K and leaving 1,488 shares worth $493K. The position accounts for 0.33% of the portfolio, ranked #25.

Safe Harbor Family Capital first reported a position in VTHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $596K in Q4 2025. 239 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Safe Harbor Family Capital held 1,488 shares of Vanguard Russell 3000 ETF worth $493K as of Q2 2026.
  • Safe Harbor Family Capital sold 496 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $159K.
  • Vanguard Russell 3000 ETF made up 0.33% of Safe Harbor Family Capital's portfolio in Q2 2026, its #25 holding.
  • Safe Harbor Family Capital first reported a position in Vanguard Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
  • Safe Harbor Family Capital's Vanguard Russell 3000 ETF position peaked at $596K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.