WealthShield Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

WealthShield 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	–	Sell	-10	Closed	-$2.88K	–	599
2026 Q1	$2.88K	Hold	10	–	–	﹤0.01%	577
2025 Q4	$3K	Hold	10	–	–	﹤0.01%	544
2025 Q3	$2.94K	Hold	10	–	–	﹤0.01%	541
2025 Q2	$2.73K	Hold	10	–	–	﹤0.01%	534
2025 Q1	$2.47K	Hold	10	–	–	﹤0.01%	520
2024 Q4	$2.6K	Hold	10	–	–	﹤0.01%	476
2024 Q3	$2.54K	Hold	10	–	–	﹤0.01%	474
2024 Q2	$2.4K	Hold	10	–	–	﹤0.01%	454
2024 Q1	$2.33K	Hold	10	–	–	﹤0.01%	462
2023 Q4	$2.13K	Sell	10 -121	-92%	-$24K	﹤0.01%	462
2023 Q3	$25K	Sell	131 -323	-71%	-$64.1K	﹤0.01%	402
2023 Q2	$89.6K	Hold	454	–	–	0.01%	348
2023 Q1	$83.2K	Buy	+454	New	+$81.6K	0.01%	350
2021 Q3	–	Sell	-742	Closed	-$148K	–	732
2021 Q2	$148K	Buy	+742	New	+$144K	0.02%	302

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

WealthShield Partners's VTHR Position: Q2 2026 in Review

WealthShield Partners sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2026, closing a stake of 10 shares — an estimated $2.88K sold.

WealthShield Partners first reported a position in VTHR in Q2 2021 and held it in 14 quarters. The position peaked at $148K in Q2 2021. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

WealthShield Partners reported no remaining Vanguard Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 10 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $2.88K.
WealthShield Partners first reported a position in Vanguard Russell 3000 ETF in Q2 2021 and held it in 14 quarters.
WealthShield Partners's Vanguard Russell 3000 ETF position peaked at $148K in Q2 2021.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.