Wedmont Private Capital’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Wedmont Private Capital’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 Q3	$1.95M	Sell	5,727 -1,296	-18%	-$435K	0.05%	211
2026 Q2	$2.34M	Buy	7,023 +1,175	+20%	+$376K	0.06%	160
2026 Q1	$1.75M	Buy	5,848 +237	+4%	+$71.2K	0.06%	187
2025 Q4	$1.71M	Buy	5,611 +6	+0.1%	+$1.79K	0.06%	184
2025 Q3	$1.66M	Buy	5,605 +6	+0.1%	+$1.7K	0.06%	190
2025 Q2	$1.54M	Sell	5,599 -53	-0.9%	-$13.4K	0.07%	192
2025 Q1	$1.33M	Buy	5,652 +6	+0.1%	+$1.56K	0.07%	181
2024 Q4	$1.45M	Buy	5,646 +67	+1%	+$17.5K	0.08%	155
2024 Q3	$1.4M	Buy	5,579 +6	+0.1%	+$1.47K	0.08%	155
2024 Q2	$1.38M	Buy	5,573 +6	+0.1%	+$1.39K	0.09%	145
2024 Q1	$1.29M	Hold	5,567	–	–	0.09%	141
2023 Q4	$1.18M	Buy	5,567 +9	+0.2%	+$1.78K	0.1%	136
2023 Q3	$1.07M	Hold	5,558	–	–	0.11%	116
2023 Q2	$1.11M	Buy	5,558 +32	+0.6%	+$5.99K	0.12%	113
2023 Q1	$1.01M	Hold	5,526	–	–	0.13%	110
2022 Q4	$963K	Hold	5,526	–	–	0.14%	110
2022 Q3	$890K	Buy	5,526 +2,928	+113%	+$523K	0.18%	91
2022 Q2	$439K	Buy	+2,598	New	+$478K	0.09%	156

Other funds holding VTHR

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SMWM

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

Wedmont Private Capital's VTHR Position: Q3 2026 in Review

Wedmont Private Capital reduced its Vanguard Russell 3000 ETF (VTHR) stake by 18% in Q3 2026, selling an estimated $435K and leaving 5,727 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #211.

Wedmont Private Capital first reported a position in VTHR in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.34M in Q2 2026. 15 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

Wedmont Private Capital held 5,727 shares of Vanguard Russell 3000 ETF worth $1.95M as of Q3 2026.
Wedmont Private Capital sold 1,296 Vanguard Russell 3000 ETF shares in Q3 2026, an estimated $435K.
Vanguard Russell 3000 ETF made up 0.05% of Wedmont Private Capital's portfolio in Q3 2026, its #211 holding.
Wedmont Private Capital first reported a position in Vanguard Russell 3000 ETF in Q2 2022 and has held it in 18 quarters since.
Wedmont Private Capital's Vanguard Russell 3000 ETF position peaked at $2.34M in Q2 2026.
15 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.