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VTHR icon

Stratos Wealth Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Stratos Wealth 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
Q1 		– Sell
-19,041
Closed -$5.72M – 689
2025
Q4 		$5.72M Buy
19,041
+862
+5% +$257K 0.28% 94
2025
Q3 		$5.35M Buy
18,179
+1,762
+11% +$499K 0.26% 96
2025
Q2 		$4.48M Buy
16,417
+226
+1% +$57K 0.24% 107
2025
Q1 		$4M Buy
16,191
+414
+3% +$108K 0.22% 107
2024
Q4 		$4.1M Buy
15,777
+236
+2% +$61.8K 0.2% 115
2024
Q3 		$3.94M Buy
15,541
+1,891
+14% +$462K 0.18% 123
2024
Q2 		$3.27M Buy
13,650
+689
+5% +$160K 0.16% 137
2024
Q1 		$3.02M Buy
12,961
+629
+5% +$139K 0.18% 137
2023
Q4 		$2.62M Buy
12,332
+1,115
+10% +$221K 0.15% 181
2023
Q3 		$2.14M Buy
11,217
+1,366
+14% +$271K 0.14% 191
2023
Q2 		$1.95M Buy
9,851
+51
+0.5% +$9.55K 0.14% 202
2023
Q1 		$1.8M Buy
9,800
+432
+5% +$77.6K 0.14% 200
2022
Q4 		$1.61M Sell
9,368
-6,910
-42% -$1.19M 0.13% 207
2022
Q3 		$2.62M Buy
16,278
+818
+5% +$146K 0.28% 104
2022
Q2 		$2.61M Buy
15,460
+3,498
+29% +$644K 0.24% 111
2022
Q1 		$2.44M Sell
11,962
-490
-4% -$98.6K 0.2% 136
2021
Q4 		$2.69M Buy
12,452
+2,025
+19% +$426K 0.19% 149
2021
Q3 		$2.06M Buy
10,427
+3,021
+41% +$615K 0.18% 159
2021
Q2 		$1.48M Buy
7,406
+6,293
+565% +$1.22M 0.13% 191
2021
Q1 		$206K Buy
+1,113
New +$201K 0.02% 461

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Stratos Wealth Advisors's VTHR Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2026, closing a stake of 19,041 shares — an estimated $5.72M sold.

Stratos Wealth Advisors first reported a position in VTHR in Q1 2021 and held it in 20 quarters. The position peaked at $5.72M in Q4 2025. 234 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

  • Stratos Wealth Advisors reported no remaining Vanguard Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 19,041 Vanguard Russell 3000 ETF shares in Q1 2026, an estimated $5.72M.
  • Stratos Wealth Advisors first reported a position in Vanguard Russell 3000 ETF in Q1 2021 and held it in 20 quarters.
  • Stratos Wealth Advisors's Vanguard Russell 3000 ETF position peaked at $5.72M in Q4 2025.
  • 234 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.