Wealthcare Advisory Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Wealthcare Advisory 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	$584K	Hold	1,763	–	–	0.01%	668
2026 Q1	$507K	Hold	1,763	–	–	0.01%	694
2025 Q4	$530K	Hold	1,763	–	–	0.01%	680
2025 Q3	$519K	Hold	1,763	–	–	0.01%	668
2025 Q2	$481K	Hold	1,763	–	–	0.01%	651
2025 Q1	$435K	Buy	1,763 +1	+0.1%	+$261	0.01%	619
2024 Q4	$458K	Hold	1,762	–	–	0.01%	591
2024 Q3	$447K	Buy	1,762 +2	+0.1%	+$489	0.01%	591
2024 Q2	$422K	Buy	1,760 +100	+6%	+$23.2K	0.01%	573
2024 Q1	$387K	Hold	1,660	–	–	0.01%	601
2023 Q4	$353K	Buy	1,660 +1	+0.1%	+$198	0.01%	564
2023 Q3	$316K	Hold	1,659	–	–	0.01%	537
2023 Q2	$328K	Buy	1,659 +1	+0.1%	+$187	0.01%	540
2023 Q1	$304K	Buy	1,658 +1	+0.1%	+$180	0.01%	574
2022 Q4	$285K	Buy	1,657 +1	+0.1%	+$173	0.01%	558
2022 Q3	$267K	Hold	1,656	–	–	0.02%	510
2022 Q2	$280K	Buy	1,656 +150	+10%	+$27.6K	0.02%	448
2022 Q1	$307K	Buy	1,506 +101	+7%	+$20.3K	0.02%	409
2021 Q4	$303K	Buy	1,405 +301	+27%	+$63.4K	0.02%	441
2021 Q3	$219K	Buy	+1,104	New	+$225K	0.01%	500
2021 Q2	–	Sell	-954	Closed	-$176K	–	1849
2021 Q1	$176K	Buy	+954	New	+$172K	0.01%	511
2020 Q2	–	Sell	-951	Closed	-$110K	–	1339
2020 Q1	$110K	Hold	951	–	–	0.02%	360
2019 Q4	$139K	Buy	951 +1	+0.1%	+$140	0.02%	342
2019 Q3	$128K	Hold	950	–	–	0.02%	338
2019 Q2	$127K	Hold	950	–	–	0.02%	337
2019 Q1	$123K	Hold	950	–	–	0.02%	306
2018 Q4	$108K	Buy	950 +800	+533%	+$98.6K	0.02%	296
2018 Q3	$20K	Hold	150	–	–	﹤0.01%	680
2018 Q2	$19K	Hold	150	–	–	﹤0.01%	692
2018 Q1	$18K	Buy	+150	New	+$18.8K	﹤0.01%	615

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 $1.43B AUM 24.87% 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

Wealthcare Advisory Partners's VTHR Position: Q2 2026 in Review

Wealthcare Advisory Partners held its Vanguard Russell 3000 ETF (VTHR) position steady in Q2 2026 at 1,763 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #668.

Wealthcare Advisory Partners first reported a position in VTHR in Q1 2018 and has held it in 30 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Wealthcare Advisory Partners held 1,763 shares of Vanguard Russell 3000 ETF worth $584K as of Q2 2026.
Wealthcare Advisory Partners left its Vanguard Russell 3000 ETF share count unchanged in Q2 2026.
Vanguard Russell 3000 ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #668 holding.
Wealthcare Advisory Partners first reported a position in Vanguard Russell 3000 ETF in Q1 2018 and has held it in 30 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.