VAM
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Virtue Asset Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Virtue Asset Management’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 		– Sell
-1,000
Closed -$288K – 117
2026
Q1 		$288K Buy
+1,000
New +$301K 0.23% 84

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 $1.42B AUM 19.14% 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

Virtue Asset Management's VTHR Position: Q2 2026 in Review

Virtue Asset Management sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2026, closing a stake of 1,000 shares — an estimated $288K sold.

Virtue Asset Management first reported a position in VTHR in Q1 2026 and held it in 1 quarter. The position peaked at $288K in Q1 2026. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Virtue Asset Management reported no remaining Vanguard Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • Virtue Asset Management sold 1,000 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $288K.
  • Virtue Asset Management first reported a position in Vanguard Russell 3000 ETF in Q1 2026 and held it in 1 quarter.
  • Virtue Asset Management's Vanguard Russell 3000 ETF position peaked at $288K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Virtue Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.