Tacita Capital’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Tacita Capital’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	$207K	Hold	625	–	–	0.11%	82
2026 Q1	$180K	Hold	625	–	–	0.11%	87
2025 Q4	$188K	Hold	625	–	–	0.11%	87
2025 Q3	$184K	Hold	625	–	–	0.11%	85
2025 Q2	$170K	Hold	625	–	–	0.11%	85
2025 Q1	$154K	Hold	625	–	–	0.11%	84
2024 Q4	$162K	Hold	625	–	–	0.12%	88
2024 Q3	$159K	Hold	625	–	–	0.1%	88
2024 Q2	$150K	Hold	625	–	–	0.11%	91
2024 Q1	$146K	Hold	625	–	–	0.1%	95
2023 Q4	$133K	Hold	625	–	–	0.1%	95
2023 Q3	$119K	Hold	625	–	–	0.09%	95
2023 Q2	$123K	Hold	625	–	–	0.09%	91
2023 Q1	$115K	Hold	625	–	–	0.09%	88
2022 Q4	$107K	Hold	625	–	–	0.08%	92
2022 Q3	$101K	Hold	625	–	–	0.08%	89
2022 Q2	$106K	Hold	625	–	–	0.07%	96
2022 Q1	$127K	Hold	625	–	–	0.07%	97
2021 Q4	$135K	Hold	625	–	–	0.08%	96
2021 Q3	$124K	Hold	625	–	–	0.08%	95
2021 Q2	$124K	Hold	625	–	–	0.07%	96
2021 Q1	$116K	Hold	625	–	–	0.08%	104
2020 Q4	$109K	Buy	+625	New	+$102K	0.07%	102

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tacita Capital's VTHR Position: Q2 2026 in Review

Tacita Capital held its Vanguard Russell 3000 ETF (VTHR) position steady in Q2 2026 at 625 shares worth $207K. The position accounts for 0.11% of the portfolio, ranked #82.

Tacita Capital first reported a position in VTHR in Q4 2020 and has held it in 23 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Tacita Capital held 625 shares of Vanguard Russell 3000 ETF worth $207K as of Q2 2026.
Tacita Capital left its Vanguard Russell 3000 ETF share count unchanged in Q2 2026.
Vanguard Russell 3000 ETF made up 0.11% of Tacita Capital's portfolio in Q2 2026, its #82 holding.
Tacita Capital first reported a position in Vanguard Russell 3000 ETF in Q4 2020 and has held it in 23 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.