Waverly Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Waverly Advisors’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	$2.57M	Sell	8,925 -3	-0%	-$902	0.02%	593
2025 Q4	$2.68M	Buy	8,928 +3	+0%	+$894	0.02%	523
2025 Q3	$2.63M	Hold	8,925	–	–	0.03%	456
2025 Q2	$2.43M	Hold	8,925	–	–	0.03%	457
2025 Q1	$2.2M	Hold	8,925	–	–	0.03%	459
2024 Q4	$2.32M	Hold	8,925	–	–	0.04%	354
2024 Q3	$2.26M	Hold	8,925	–	–	0.04%	314
2024 Q2	$2.14M	Hold	8,925	–	–	0.04%	307
2024 Q1	$2.08M	Buy	+8,925	New	+$1.98M	0.05%	253

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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 New York $871B AUM 31.28% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Waverly Advisors's VTHR Position: Q1 2026 in Review

Waverly Advisors reduced its Vanguard Russell 3000 ETF (VTHR) stake by 0.03% in Q1 2026, selling an estimated $902 and leaving 8,925 shares worth $2.57M. The position accounts for 0.02% of the portfolio, ranked #593.

Waverly Advisors first reported a position in VTHR in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.68M in Q4 2025. 233 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

Waverly Advisors held 8,925 shares of Vanguard Russell 3000 ETF worth $2.57M as of Q1 2026.
Waverly Advisors sold 3 Vanguard Russell 3000 ETF shares in Q1 2026, an estimated $902.
Vanguard Russell 3000 ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #593 holding.
Waverly Advisors first reported a position in Vanguard Russell 3000 ETF in Q1 2024 and has held it in 9 quarters since.
Waverly Advisors's Vanguard Russell 3000 ETF position peaked at $2.68M in Q4 2025.
233 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.