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 Q2	$2.96M	Hold	8,925	–	–	0.02%	601
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 $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 $1.42B AUM 19.14% 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

Waverly Advisors's VTHR Position: Q2 2026 in Review

Waverly Advisors held its Vanguard Russell 3000 ETF (VTHR) position steady in Q2 2026 at 8,925 shares worth $2.96M. The position accounts for 0.02% of the portfolio, ranked #601.

Waverly Advisors first reported a position in VTHR in Q1 2024 and has held it in 10 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Waverly Advisors held 8,925 shares of Vanguard Russell 3000 ETF worth $2.96M as of Q2 2026.
Waverly Advisors left its Vanguard Russell 3000 ETF share count unchanged in Q2 2026.
Vanguard Russell 3000 ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #601 holding.
Waverly Advisors first reported a position in Vanguard Russell 3000 ETF in Q1 2024 and has held it in 10 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.