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VTHR icon

Sunpointe’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Sunpointe’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 		$509K Sell
1,536
-10
-0.6% -$3.2K 0.14% 144
2026
Q1 		$445K Sell
1,546
-118
-7% -$35.5K 0.15% 147
2025
Q4 		$500K Sell
1,664
-115
-6% -$34.3K 0.17% 134
2025
Q3 		$524K Buy
1,779
+284
+19% +$80.4K 0.19% 115
2025
Q2 		$408K Buy
+1,495
New +$377K 0.16% 132

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

Sunpointe's VTHR Position: Q2 2026 in Review

Sunpointe reduced its Vanguard Russell 3000 ETF (VTHR) stake by 0.65% in Q2 2026, selling an estimated $3.2K and leaving 1,536 shares worth $509K. The position accounts for 0.14% of the portfolio, ranked #144.

Sunpointe first reported a position in VTHR in Q2 2025 and has held it in 5 quarters since. The position peaked at $524K in Q3 2025. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Sunpointe held 1,536 shares of Vanguard Russell 3000 ETF worth $509K as of Q2 2026.
  • Sunpointe sold 10 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $3.2K.
  • Vanguard Russell 3000 ETF made up 0.14% of Sunpointe's portfolio in Q2 2026, its #144 holding.
  • Sunpointe first reported a position in Vanguard Russell 3000 ETF in Q2 2025 and has held it in 5 quarters since.
  • Sunpointe's Vanguard Russell 3000 ETF position peaked at $524K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.