VANGUARD RUSSELL 3000 VTHR
$330.26
-0.1% 52w: $259.31 – $333.67
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data259.31296.49333.67
Jun 20, 2025 Jul 2, 2026
Institutional holders
233
+2 QoQ
13F value
$1.51B
-0.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns VTHR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | Bank broker | 610.7K | $175.6M | 0.0% | +10.5% |
| MORGAN STANLEY | Bank broker | 510.0K | $146.7M | 0.0% | +16.9% |
| LINCOLN NATIONAL CORP | Wealth advisor | 462.6K | $133.0M | 3.9% | +1.0% |
| TOMPKINS FINANCIAL CORP | Other | 299.5K | $86.1M | 6.9% | +7.2% |
| Focus Partners Wealth | Wealth advisor | 231.9K | $66.7M | 0.1% | -2.3% |
| Callan Family Office, LLC | Other | 222.6K | $64.0M | 1.5% | -2.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 220.4K | $63.4M | 0.0% | +169.9% |
| Cliffwater LLC | Wealth advisor | 205.5K | $59.1M | 15.7% | Held |
| UBS Group AG | Bank broker | 195.8K | $56.3M | 0.0% | +319.5% |
| Cerity Partners LLC | Diversified mechanical | 100.8K | $29.0M | 0.0% | +8.3% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 90.3K | $26.0M | 0.0% | -15.3% |
| Fund Evaluation Group, LLC | Wealth advisor | 87.1K | $25.1M | 0.8% | +0.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 84.1K | $24.2M | 0.0% | -3.0% |
| LPL Financial LLC | Bank broker | 80.6K | $23.2M | 0.0% | -3.0% |
| Diversified Trust Co | Other | 80.2K | $23.1M | 0.4% | 0.0% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 66.3K | $19.1M | 0.3% | -0.6% |
| PENNINGTON PARTNERS & CO., LLC | Wealth advisor | 63.8K | $18.3M | 6.3% | +38.9% |
| HighTower Advisors, LLC | Diversified mechanical | 58.3K | $16.8M | 0.0% | -10.8% |
| Diversified Portfolios, Inc. | Wealth advisor | 57.2K | $16.4M | 1.4% | +6.8% |
| Gotham Asset Management, LLC | Diversified mechanical | 52.9K | $15.2M | 0.0% | +21.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 52.0K | $14.9M | 0.0% | -43.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 50.5K | $14.5M | 0.1% | -4.0% |
| AlphaCore Capital LLC | Wealth advisor | 47.8K | $13.7M | 0.3% | +29.9% |
| Mariner, LLC | Diversified mechanical | 47.4K | $13.6M | 0.0% | -35.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 46.0K | $13.2M | 0.0% | +85.6% |
| Evensky & Katz LLC | Wealth advisor | 41.1K | $11.8M | 0.7% | -1.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 38.8K | $11.1M | 0.0% | +28.4% |
| JPMORGAN CHASE & CO | Bank broker | 37.3K | $10.4M | 0.0% | +13.3% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 35.7K | $10.3M | 0.1% | -7.4% |
| ADIRONDACK TRUST CO | Other | 32.6K | $9.4M | 3.2% | +12.4% |
| CWM, LLC | Wealth advisor | 32.6K | $9.4M | 0.0% | -9.8% |
| Private Advisor Group, LLC | Wealth advisor | 30.8K | $8.9M | 0.0% | +2.4% |
| Greenspring Advisors, LLC | Wealth advisor | 29.6K | $8.5M | 0.5% | -2.9% |
| COMMERCE BANK | Diversified mechanical | 29.2K | $8.4M | 0.0% | -0.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 26.5K | $7.6M | 0.0% | -9.7% |
| Pitcairn Wealth Advisors LLC | Wealth advisor | 25.3K | $7.6M | 0.7% | Held |
| Cetera Investment Advisers | Wealth advisor | 25.4K | $7.3M | 0.0% | +4.2% |
| Kingsview Wealth Management, LLC | Wealth advisor | 25.2K | $7.3M | 0.1% | New |
| Pathstone Holdings, LLC | Diversified mechanical | 24.5K | $7.0M | 0.0% | 0.0% |
| Prosperity Consulting Group, LLC | Wealth advisor | 24.3K | $7.0M | 0.3% | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 23.1K | $6.7M | 0.0% | -20.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 23.2K | $6.7M | 0.0% | +1.6% |
| IEQ CAPITAL, LLC | Diversified mechanical | 22.9K | $6.6M | 0.0% | Held |
| Rockefeller Capital Management L.P. | Diversified mechanical | 22.2K | $6.4M | 0.0% | +45.0% |
| GLENMEDE TRUST CO NA | Diversified mechanical | 21.1K | $6.1M | 0.0% | Held |
| Linscomb Wealth, Inc. | Wealth advisor | 20.0K | $5.7M | 0.3% | -13.5% |
| Bleakley Financial Group, LLC | Wealth advisor | 19.3K | $5.6M | 0.1% | +22.3% |
| ROYAL BANK OF CANADA | Bank broker | 19.2K | $5.5M | 0.0% | +108.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 18.4K | $5.3M | 0.0% | -0.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 17.3K | $5.0M | 0.0% | -16.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.