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Steward Partners Investment Advisory’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Steward Partners Investment Advisory’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 		$4.46M Sell
13,452
-353
-3% -$113K 0.02% 604
2026
Q1 		$3.97M Sell
13,805
-356
-3% -$107K 0.02% 590
2025
Q4 		$4.25M Sell
14,161
-99
-0.7% -$29.5K 0.02% 515
2025
Q3 		$4.2M Sell
14,260
-187
-1% -$53K 0.02% 521
2025
Q2 		$3.94M Buy
14,447
+55
+0.4% +$13.9K 0.03% 491
2025
Q1 		$3.55M Buy
14,392
+217
+2% +$56.5K 0.03% 485
2024
Q4 		$3.68M Sell
14,175
-23
-0.2% -$6.02K 0.03% 463
2024
Q3 		$3.6M Sell
14,198
-41
-0.3% -$10K 0.03% 459
2024
Q2 		$3.41M Sell
14,239
-191
-1% -$44.3K 0.04% 435
2024
Q1 		$3.36M Buy
14,430
+24
+0.2% +$5.32K 0.04% 425
2023
Q4 		$3.07M Sell
14,406
-75
-0.5% -$14.9K 0.04% 393
2023
Q3 		$2.76M Sell
14,481
-94
-0.6% -$18.7K 0.04% 386
2023
Q2 		$2.88M Sell
14,575
-114
-0.8% -$21.3K 0.04% 380
2023
Q1 		$2.69M Sell
14,689
-140
-0.9% -$25.1K 0.04% 387
2022
Q4 		$2.55M Buy
14,829
+10,538
+246% +$1.82M 0.04% 385
2022
Q3 		$691K Buy
4,291
+4,023
+1,501% +$719K 0.01% 752
2022
Q2 		$45K Hold
268
– – ﹤0.01% 1855
2022
Q1 		$55K Sell
268
-25
-9% -$5.03K ﹤0.01% 1873
2021
Q4 		$63K Buy
293
+26
+10% +$5.48K ﹤0.01% 1796
2021
Q3 		$53K Sell
267
-23
-8% -$4.68K ﹤0.01% 1865
2021
Q2 		$58K Hold
290
– – ﹤0.01% 3020
2021
Q1 		$53.6K Buy
+290
New +$52.4K ﹤0.01% 1948

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

Steward Partners Investment Advisory's VTHR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Vanguard Russell 3000 ETF (VTHR) stake by 2.6% in Q2 2026, selling an estimated $113K and leaving 13,452 shares worth $4.46M. The position accounts for 0.02% of the portfolio, ranked #604.

Steward Partners Investment Advisory first reported a position in VTHR in Q1 2021 and has held it in 22 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Steward Partners Investment Advisory held 13,452 shares of Vanguard Russell 3000 ETF worth $4.46M as of Q2 2026.
  • Steward Partners Investment Advisory sold 353 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $113K.
  • Vanguard Russell 3000 ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #604 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Russell 3000 ETF in Q1 2021 and has held it in 22 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.