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World Investment Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

World Investment Advisors’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 		$1.36M Sell
4,654
-606
-12% -$194K 0.02% 609
2026
Q1 		$1.51M Sell
5,260
-72
-1% -$21.6K 0.02% 575
2025
Q4 		$1.6M Buy
5,332
+1,927
+57% +$575K 0.03% 535
2025
Q3 		$1M Sell
3,405
-845
-20% -$239K 0.02% 564
2025
Q2 		$1.16M Sell
4,250
-37
-0.9% -$9.34K 0.03% 493
2025
Q1 		$1.06M Sell
4,287
-237
-5% -$61.7K 0.03% 494
2024
Q4 		$1.18M Buy
4,524
+219
+5% +$57.3K 0.03% 438
2024
Q3 		$1.09M Sell
4,305
-804
-16% -$197K 0.03% 407
2024
Q2 		$1.22M Buy
5,109
+1,205
+31% +$280K 0.08% 240
2024
Q1 		$909K Sell
3,904
-2,409
-38% -$534K 0.13% 147
2023
Q4 		$1.34M Sell
6,313
-48,554
-88% -$9.62M 0.17% 111
2023
Q3 		$10.5M Sell
54,867
-2,512
-4% -$499K 2.07% 12
2023
Q2 		$11.3M Sell
57,379
-13,026
-19% -$2.44M 2.19% 13
2023
Q1 		$12.9M Sell
70,405
-406
-0.6% -$72.9K 2.69% 8
2022
Q4 		$12.2M Buy
70,811
+307
+0.4% +$53.1K 2.79% 11
2022
Q3 		$11.4M Buy
70,504
+2,581
+4% +$461K 2.71% 10
2022
Q2 		$12.7M Buy
67,923
+14,691
+28% +$2.71M 2.66% 10
2022
Q1 		$10.9M Buy
53,232
+50,541
+1,878% +$10.2M 2.25% 10
2021
Q4 		$547K Buy
+2,691
New +$567K 0.11% 134

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
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
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

World Investment Advisors's VTHR Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Russell 3000 ETF (VTHR) stake by 12% in Q2 2026, selling an estimated $194K and leaving 4,654 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #609.

World Investment Advisors first reported a position in VTHR in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.9M in Q1 2023. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • World Investment Advisors held 4,654 shares of Vanguard Russell 3000 ETF worth $1.36M as of Q2 2026.
  • World Investment Advisors sold 606 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $194K.
  • Vanguard Russell 3000 ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #609 holding.
  • World Investment Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
  • World Investment Advisors's Vanguard Russell 3000 ETF position peaked at $12.9M in Q1 2023.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.