SageView Advisory Group’s Vanguard Russell 3000 ETF VTHR Stock Holding History

SageView Advisory Group’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	$3.57M	Sell	10,784 -3	-0%	-$960	0.12%	113
2026 Q1	$3.1M	Buy	10,787 +10,659	+8,327%	+$3.2M	0.11%	100
2025 Q4	$38.5K	Buy	+128	New	+$38.2K	﹤0.01%	1184

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SageView Advisory Group's VTHR Position: Q2 2026 in Review

SageView Advisory Group reduced its Vanguard Russell 3000 ETF (VTHR) stake by 0.03% in Q2 2026, selling an estimated $960 and leaving 10,784 shares worth $3.57M. The position accounts for 0.12% of the portfolio, ranked #113.

SageView Advisory Group first reported a position in VTHR in Q4 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

SageView Advisory Group held 10,784 shares of Vanguard Russell 3000 ETF worth $3.57M as of Q2 2026.
SageView Advisory Group sold 3 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $960.
Vanguard Russell 3000 ETF made up 0.12% of SageView Advisory Group's portfolio in Q2 2026, its #113 holding.
SageView Advisory Group first reported a position in Vanguard Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.