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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

DB Fitzpatrick & Co Boise, Idaho $130M AUM 12.52% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $998M AUM 24.42% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return