Wealthspire Advisors (New York)’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Wealthspire Advisors (New York)’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	$1.14M	Buy	3,437 +20	+0.6%	+$6.4K	0.01%	529
2026 Q1	$983K	Sell	3,417 -23	-0.7%	-$6.91K	0.01%	411
2025 Q4	$1.03M	Buy	3,440 +23	+0.7%	+$6.86K	0.01%	419
2025 Q3	$1.01M	Hold	3,417	–	–	0.01%	394
2025 Q2	$932K	Hold	3,417	–	–	0.01%	406
2025 Q1	$843K	Hold	3,417	–	–	0.01%	420
2024 Q4	$888K	Sell	3,417 -7	-0.2%	-$1.83K	0.01%	394
2024 Q3	$869K	Buy	3,424 +7	+0.2%	+$1.71K	0.01%	395
2024 Q2	$819K	Hold	3,417	–	–	0.01%	349
2024 Q1	$796K	Hold	3,417	–	–	0.01%	346
2023 Q4	$727K	Hold	3,417	–	–	0.01%	363
2023 Q3	$652K	Buy	3,417 +12	+0.4%	+$2.38K	0.01%	345
2023 Q2	$672K	Hold	3,405	–	–	0.01%	316
2023 Q1	$624K	Hold	3,405	–	–	0.01%	321
2022 Q4	$585K	Hold	3,405	–	–	0.01%	347
2022 Q3	$549K	Buy	+3,405	New	+$609K	0.01%	318

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

Wealthspire Advisors (New York)'s VTHR Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Russell 3000 ETF (VTHR) stake by 0.59% in Q2 2026, buying an estimated $6.4K and bringing the position to 3,437 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #529.

Wealthspire Advisors (New York) first reported a position in VTHR in Q3 2022 and has held it in 16 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Wealthspire Advisors (New York) held 3,437 shares of Vanguard Russell 3000 ETF worth $1.14M as of Q2 2026.
Wealthspire Advisors (New York) bought 20 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $6.4K.
Vanguard Russell 3000 ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #529 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Russell 3000 ETF in Q3 2022 and has held it in 16 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.