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

SHP 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 		$12.6K Sell
38
-5
-12% -$1.6K ﹤0.01% 898
2026
Q1 		$12.4K Hold
43
– – ﹤0.01% 847
2025
Q4 		$12.9K Buy
+43
New +$12.8K ﹤0.01% 773

Other funds holding VTHR

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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

SHP Wealth Management's VTHR Position: Q2 2026 in Review

SHP Wealth Management reduced its Vanguard Russell 3000 ETF (VTHR) stake by 12% in Q2 2026, selling an estimated $1.6K and leaving 38 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

SHP Wealth Management first reported a position in VTHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.9K in Q4 2025. 162 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • SHP Wealth Management held 38 shares of Vanguard Russell 3000 ETF worth $12.6K as of Q2 2026.
  • SHP Wealth Management sold 5 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $1.6K.
  • Vanguard Russell 3000 ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #898 holding.
  • SHP Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Vanguard Russell 3000 ETF position peaked at $12.9K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.