Whittier Trust’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Whittier Trust’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	$1.88M	Hold	5,660	–	–	0.02%	304
2026 Q1	$1.65M	Hold	5,660	–	–	0.02%	292
2025 Q4	$1.73M	Hold	5,660	–	–	0.02%	284
2025 Q3	$1.67M	Buy	5,660 +1	+0%	+$283	0.02%	287
2025 Q2	$1.54M	Hold	5,659	–	–	0.02%	321
2025 Q1	$1.4M	Hold	5,659	–	–	0.02%	329
2024 Q4	$1.47M	Buy	5,659 +110	+2%	+$28.8K	0.02%	314
2024 Q3	$1.41M	Hold	5,549	–	–	0.02%	323
2024 Q2	$1.33M	Hold	5,549	–	–	0.02%	317
2024 Q1	$1.29M	Hold	5,549	–	–	0.02%	317
2023 Q4	$1.18M	Hold	5,549	–	–	0.02%	327
2023 Q3	$1.06M	Hold	5,549	–	–	0.02%	339
2023 Q2	$1.1M	Hold	5,549	–	–	0.02%	338
2023 Q1	$1.02M	Hold	5,549	–	–	0.02%	349
2022 Q4	$953K	Hold	5,549	–	–	0.02%	362
2022 Q3	$894K	Hold	5,549	–	–	0.02%	365
2022 Q2	$938K	Hold	5,549	–	–	0.02%	363
2022 Q1	$1.13M	Hold	5,549	–	–	0.02%	350
2021 Q4	$1.2M	Hold	5,549	–	–	0.02%	347
2021 Q3	$1.1M	Hold	5,549	–	–	0.02%	347
2021 Q2	$1.1M	Hold	5,549	–	–	0.02%	351
2021 Q1	$1.03M	Hold	5,549	–	–	0.02%	357
2020 Q4	$966K	Hold	5,549	–	–	0.02%	338
2020 Q3	$845K	Hold	5,549	–	–	0.02%	345
2020 Q2	$776K	Hold	5,549	–	–	0.02%	336
2020 Q1	$639K	Hold	5,549	–	–	0.02%	353
2019 Q4	$812K	Hold	5,549	–	–	0.02%	335
2019 Q3	$750K	Hold	5,549	–	–	0.02%	336
2019 Q2	$743K	Hold	5,549	–	–	0.02%	333
2019 Q1	$718K	Hold	5,549	–	–	0.02%	336
2018 Q4	$632K	Hold	5,549	–	–	0.02%	336
2018 Q3	$742K	Hold	5,549	–	–	0.02%	323
2018 Q2	$698K	Hold	5,549	–	–	0.02%	326
2018 Q1	$675K	Hold	5,549	–	–	0.02%	332
2017 Q4	$682K	Hold	5,549	–	–	0.02%	324
2017 Q3	$642K	Hold	5,549	–	–	0.02%	328
2017 Q2	$618K	Hold	5,549	–	–	0.02%	318
2017 Q1	$603K	Hold	5,549	–	–	0.02%	322
2016 Q4	$573K	Hold	5,549	–	–	0.02%	328
2016 Q3	$552K	Hold	5,549	–	–	0.02%	331
2016 Q2	$529K	Hold	5,549	–	–	0.02%	328
2016 Q1	$521K	Hold	5,549	–	–	0.02%	337
2015 Q4	$519K	Hold	5,549	–	–	0.02%	347
2015 Q3	$489K	Hold	5,549	–	–	0.02%	334
2015 Q2	$531K	Hold	5,549	–	–	0.02%	345
2015 Q1	$534K	Hold	5,549	–	–	0.02%	333
2014 Q4	$528K	Buy	+5,549	New	+$514K	0.03%	330

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

Whittier Trust's VTHR Position: Q2 2026 in Review

Whittier Trust held its Vanguard Russell 3000 ETF (VTHR) position steady in Q2 2026 at 5,660 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #304.

Whittier Trust first reported a position in VTHR in Q4 2014 and has held it in 47 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Whittier Trust held 5,660 shares of Vanguard Russell 3000 ETF worth $1.88M as of Q2 2026.
Whittier Trust left its Vanguard Russell 3000 ETF share count unchanged in Q2 2026.
Vanguard Russell 3000 ETF made up 0.02% of Whittier Trust's portfolio in Q2 2026, its #304 holding.
Whittier Trust first reported a position in Vanguard Russell 3000 ETF in Q4 2014 and has held it in 47 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.