Stifel Financial
VTHR icon

Stifel Financial’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Stifel Financial’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 		$5.81M Sell
17,542
-875
-5% -$280K ﹤0.01% 1326
2026
Q1 		$5.3M Sell
18,417
-76
-0.4% -$22.8K ﹤0.01% 1314
2025
Q4 		$5.55M Sell
18,493
-1,139
-6% -$340K 0.01% 1269
2025
Q3 		$5.78M Buy
19,632
+434
+2% +$123K 0.01% 1218
2025
Q2 		$5.24M Buy
19,198
+4,580
+31% +$1.16M 0.01% 1227
2025
Q1 		$3.61M Sell
14,618
-1,650
-10% -$430K ﹤0.01% 1367
2024
Q4 		$4.23M Buy
16,268
+6,240
+62% +$1.63M ﹤0.01% 1310
2024
Q3 		$2.54M Sell
10,028
-2,095
-17% -$512K ﹤0.01% 1620
2024
Q2 		$2.9M Sell
12,123
-12,512
-51% -$2.9M ﹤0.01% 1476
2024
Q1 		$5.74M Buy
24,635
+797
+3% +$177K 0.01% 1064
2023
Q4 		$5.07M Buy
23,838
+9,549
+67% +$1.89M 0.01% 1087
2023
Q3 		$2.73M Buy
14,289
+11,258
+371% +$2.23M ﹤0.01% 1392
2023
Q2 		$598K Sell
3,031
-1,058
-26% -$198K ﹤0.01% 2411
2023
Q1 		$750K Buy
4,089
+1,157
+39% +$208K ﹤0.01% 2258
2022
Q4 		$504K Sell
2,932
-201
-6% -$34.7K ﹤0.01% 2464
2022
Q3 		$505K Buy
3,133
+174
+6% +$31.1K ﹤0.01% 2425
2022
Q2 		$500K Hold
2,959
– – ﹤0.01% 2465
2022
Q1 		$603K Buy
2,959
+1,810
+158% +$364K ﹤0.01% 2471
2021
Q4 		$248K Buy
+1,149
New +$242K ﹤0.01% 3027

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

Stifel Financial's VTHR Position: Q2 2026 in Review

Stifel Financial reduced its Vanguard Russell 3000 ETF (VTHR) stake by 4.8% in Q2 2026, selling an estimated $280K and leaving 17,542 shares worth $5.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Stifel Financial first reported a position in VTHR in Q4 2021 and has held it in 19 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Stifel Financial held 17,542 shares of Vanguard Russell 3000 ETF worth $5.81M as of Q2 2026.
  • Stifel Financial sold 875 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $280K.
  • Vanguard Russell 3000 ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1326 holding.
  • Stifel Financial first reported a position in Vanguard Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.