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Sheets Smith Wealth Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Sheets Smith Wealth Management’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 		$413K Sell
1,246
-12
-1% -$3.84K 0.04% 319
2026
Q1 		$362K Sell
1,258
-1
-0.1% -$301 0.04% 323
2025
Q4 		$378K Buy
+1,259
New +$375K 0.04% 315

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

Sheets Smith Wealth Management's VTHR Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Vanguard Russell 3000 ETF (VTHR) stake by 0.95% in Q2 2026, selling an estimated $3.84K and leaving 1,246 shares worth $413K. The position accounts for 0.04% of the portfolio, ranked #319.

Sheets Smith Wealth Management 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.

  • Sheets Smith Wealth Management held 1,246 shares of Vanguard Russell 3000 ETF worth $413K as of Q2 2026.
  • Sheets Smith Wealth Management sold 12 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $3.84K.
  • Vanguard Russell 3000 ETF made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #319 holding.
  • Sheets Smith Wealth Management 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 Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.