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Tennessee Valley Asset Management Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Tennessee Valley Asset Management Partners’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 		$3.67M Buy
12,778
+8
+0.1% +$2.4K 0.49% 36
2025
Q4 		$3.84M Buy
12,770
+214
+2% +$63.8K 0.5% 36
2025
Q3 		$3.7M Buy
12,556
+7
+0.1% +$1.98K 0.5% 35
2025
Q2 		$3.42M Buy
12,549
+421
+3% +$106K 0.87% 18
2025
Q1 		$2.99M Sell
12,128
-683
-5% -$178K 0.49% 33
2024
Q4 		$3.33M Buy
12,811
+7
+0.1% +$1.83K 0.56% 30
2024
Q3 		$3.29M Sell
12,804
-422
-3% -$103K 0.54% 28
2024
Q2 		$3.17M Buy
13,226
+9,826
+289% +$2.28M 0.59% 29
2024
Q1 		$792K Sell
3,400
-3,386
-50% -$751K 0.19% 57
2023
Q4 		$1.44M Buy
6,786
+3,405
+101% +$675K 0.2% 62
2023
Q3 		$645K Sell
3,381
-19
-0.6% -$3.77K 0.21% 54
2023
Q2 		$671K Buy
3,400
+12
+0.4% +$2.25K 0.22% 55
2023
Q1 		$621K Sell
3,388
-731
-18% -$131K 0.2% 54
2022
Q4 		$707K Sell
4,119
-69
-2% -$11.9K 0.25% 52
2022
Q3 		$675K Buy
+4,188
New +$749K 0.26% 47

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

Tennessee Valley Asset Management Partners's VTHR Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its Vanguard Russell 3000 ETF (VTHR) stake by 0.06% in Q1 2026, buying an estimated $2.4K and bringing the position to 12,778 shares worth $3.67M. The position accounts for 0.49% of the portfolio, ranked #36.

Tennessee Valley Asset Management Partners first reported a position in VTHR in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.84M in Q4 2025. 233 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

  • Tennessee Valley Asset Management Partners held 12,778 shares of Vanguard Russell 3000 ETF worth $3.67M as of Q1 2026.
  • Tennessee Valley Asset Management Partners bought 8 Vanguard Russell 3000 ETF shares in Q1 2026, an estimated $2.4K.
  • Vanguard Russell 3000 ETF made up 0.49% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #36 holding.
  • Tennessee Valley Asset Management Partners first reported a position in Vanguard Russell 3000 ETF in Q3 2022 and has held it in 15 quarters since.
  • Tennessee Valley Asset Management Partners's Vanguard Russell 3000 ETF position peaked at $3.84M in Q4 2025.
  • 233 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.