VFP
VTHR icon

Verus Financial Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Verus Financial 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
Q2 		$2.58M Sell
7,775
-58
-0.7% -$18.6K 0.22% 29
2026
Q1 		$2.43M Sell
7,833
-1
-0% -$301 0.22% 30
2025
Q4 		$2.4M Sell
7,834
-458
-6% -$137K 0.22% 30
2025
Q3 		$2.44M Sell
8,292
-66
-0.8% -$18.7K 0.23% 27
2025
Q2 		$2.3M Buy
8,358
+108
+1% +$27.3K 0.23% 27
2025
Q1 		$1.95M Buy
8,250
+1,623
+24% +$423K 0.22% 25
2024
Q4 		$1.7M Sell
6,627
-513
-7% -$134K 0.19% 27
2024
Q3 		$1.8M Sell
7,140
-278
-4% -$68K 0.2% 28
2024
Q2 		$1.78M Sell
7,418
-109
-1% -$25.3K 0.21% 28
2024
Q1 		$1.75M Sell
7,527
-260
-3% -$57.6K 0.21% 28
2023
Q4 		$1.69M Sell
7,787
-6,147
-44% -$1.22M 0.21% 29
2023
Q3 		$2.67M Buy
13,934
+41
+0.3% +$8.14K 0.35% 21
2023
Q2 		$2.83M Buy
13,893
+47
+0.3% +$8.8K 0.36% 20
2023
Q1 		$2.5M Buy
13,846
+40
+0.3% +$7.18K 0.34% 24
2022
Q4 		$2.53M Buy
13,806
+5,230
+61% +$904K 0.35% 24
2022
Q3 		$1.44M Buy
+8,576
New +$1.53M 0.22% 24

Other funds holding VTHR

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Verus Financial Partners's VTHR Position: Q2 2026 in Review

Verus Financial Partners reduced its Vanguard Russell 3000 ETF (VTHR) stake by 0.74% in Q2 2026, selling an estimated $18.6K and leaving 7,775 shares worth $2.58M. The position accounts for 0.22% of the portfolio, ranked #29.

Verus Financial Partners first reported a position in VTHR in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.83M in Q2 2023. 110 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Verus Financial Partners held 7,775 shares of Vanguard Russell 3000 ETF worth $2.58M as of Q2 2026.
  • Verus Financial Partners sold 58 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $18.6K.
  • Vanguard Russell 3000 ETF made up 0.22% of Verus Financial Partners's portfolio in Q2 2026, its #29 holding.
  • Verus Financial Partners first reported a position in Vanguard Russell 3000 ETF in Q3 2022 and has held it in 16 quarters since.
  • Verus Financial Partners's Vanguard Russell 3000 ETF position peaked at $2.83M in Q2 2023.
  • 110 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.