Wealth Enhancement Advisory Services’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Wealth Enhancement Advisory Services’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	$7.83M	Buy	26,533 +3,404	+15%	+$1.09M	0.01%	783
2026 Q1	$6.71M	Sell	23,129 -5,970	-21%	-$1.79M	0.01%	752
2025 Q4	$8.91M	Buy	29,099 +181	+0.6%	+$54K	0.01%	740
2025 Q3	$8.54M	Buy	28,918 +14,301	+98%	+$4.05M	0.01%	721
2025 Q2	$4.04M	Buy	14,617 +2,131	+17%	+$538K	0.01%	997
2025 Q1	$3.08M	Buy	12,486 +246	+2%	+$64.1K	0.01%	1033
2024 Q4	$3.18M	Sell	12,240 -47	-0.4%	-$12.3K	0.01%	973
2024 Q3	$3.12M	Hold	12,287	–	–	0.01%	877
2024 Q2	$2.94M	Buy	+12,287	New	+$2.85M	0.01%	855

Other funds holding VTHR

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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

DFC

DB Fitzpatrick & Co Boise, Idaho $124M AUM 12.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Wealth Enhancement Advisory Services's VTHR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Russell 3000 ETF (VTHR) stake by 15% in Q2 2026, buying an estimated $1.09M and bringing the position to 26,533 shares worth $7.83M. The position accounts for 0.01% of the portfolio, ranked #783.

Wealth Enhancement Advisory Services first reported a position in VTHR in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.91M in Q4 2025. 42 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Wealth Enhancement Advisory Services held 26,533 shares of Vanguard Russell 3000 ETF worth $7.83M as of Q2 2026.
Wealth Enhancement Advisory Services bought 3,404 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $1.09M.
Vanguard Russell 3000 ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #783 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard Russell 3000 ETF in Q2 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's Vanguard Russell 3000 ETF position peaked at $8.91M in Q4 2025.
42 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.