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Sovereign Investment Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Sovereign Investment Advisors’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 		$22.4M Buy
67,720
+65,492
+2,939% +$21M 4.21% 7
2026
Q1 		$641K Buy
2,228
+76
+4% +$22.8K 0.14% 48
2025
Q4 		$646K Buy
+2,152
New +$642K 0.16% 35

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

Sovereign Investment Advisors's VTHR Position: Q2 2026 in Review

Sovereign Investment Advisors increased its Vanguard Russell 3000 ETF (VTHR) stake by 2,939% in Q2 2026, buying an estimated $21M and bringing the position to 67,720 shares worth $22.4M. The position accounts for 4.21% of the portfolio, ranked #7.

Sovereign Investment Advisors 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.

  • Sovereign Investment Advisors held 67,720 shares of Vanguard Russell 3000 ETF worth $22.4M as of Q2 2026.
  • Sovereign Investment Advisors bought 65,492 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $21M.
  • Vanguard Russell 3000 ETF made up 4.21% of Sovereign Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • Sovereign Investment Advisors 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 Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.