Vanguard Russell 3000VTHRETF

13F holders, Q2 2026 (June 30)
247holders +11
24new positions
12sold out
2famous investors
$331.21avg. 13F price*

At the end of Q2 2026, 247 institutions reported holding Vanguard Russell 3000 (VTHR) in their 13F filings, up 11 from Q1 2026. 24 opened new positions and 12 sold out. The largest holders were Ameriprise Financial Inc. ($209.7M), Morgan Stanley ($206.2M) and Lincoln National Corp. ($151.9M). 2 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard Russell 3000
CUSIP
92206C599
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 159Q1 2024Q2 2024: 168Q2 2024Q3 2024: 167Q3 2024Q4 2024: 191Q4 2024Q1 2025: 203Q1 2025Q2 2025: 210Q2 2025Q3 2025: 208Q3 2025Q4 2025: 231Q4 2025Q1 2026: 236Q1 2026Q2 2026: 247Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions24$42.7M
Exits12$17.3M

All 13F filers, Q1 2026 → Q2 2026: 627,322 shares bought and 228,792 shares sold, net +398,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 247 holders

Ameriprise Financial Inc. 0.04% Add +3.6% 632,550 $209.7M
Morgan Stanley 0.01% Add +22.0% 622,262 $206.2M
Lincoln National Corp. 3.89% Reduce -1.0% 458,185 $151.9M
Tompkins Financial Corp. 6.91% Reduce -0.5% 297,851 $98.7M
Goldman Sachs Group Inc. 0.01% Add +27.0% 279,973 $92.8M
UBS Group AG 0.01% Add +19.2% 233,388 $77.4M
Focus Partners Wealth 0.08% Reduce -3.7% 223,425 $74.0M
Callan Family Office, LLC 1.42% Reduce -1.6% 219,190 $72.6M
Cliffwater LLC 10.67% Reduce -37.1% 129,315 $42.9M
Raymond James Financial Inc. 0.01% Add +35.6% 113,987 $37.8M
Gotham Asset Management 0.09% Add +109.0% 110,567 $36.6M
AQR Capital Management 0.01% Add +15.8% 104,527 $34.6M
Trustees of Dartmouth College 9.71% New 98,053 $32.5M
Cerity Partners LLC 0.04% Reduce -3.2% 97,663 $32.4M
Diversified Trust Co. 0.43% Add +0.0% 80,244 $26.6M
LPL Financial LLC 0.01% Reduce -0.7% 80,039 $26.5M
Fund Evaluation Group, LLC 0.68% Reduce -12.9% 75,890 $25.2M
HighTower Advisors, LLC 0.02% Add +21.3% 70,668 $23.4M
Sovereign Investment Advisors, LLC 4.21% Add +2939.5% 67,720 $22.4M
OpenArc Corporate Advisory, LLC 0.25% Reduce -3.6% 63,886 $21.2M
Pennington Partners & Co., LLC 6.77% Reduce -0.0% 63,752 $21.1M
AlphaCore Capital LLC 0.35% Add +21.0% 57,817 $19.2M
MML Investors Services, LLC 0.04% Add +48.2% 57,435 $19.0M
Diversified Portfolios, Inc. 1.37% Reduce -0.1% 57,120 $18.9M
NewEdge Advisors, LLC 0.05% Add +6.5% 53,773 $17.8M
Mariner, LLC 0.02% Add +12.5% 53,297 $17.7M
Bank of America Corp. 0.00% Reduce -1.5% 51,192 $17.0M
Envestnet Asset Management Inc. 0.00% Add +6.4% 49,013 $16.2M
Evensky & Katz LLC 0.69% Reduce -1.2% 40,556 $13.4M
JPMorgan Chase & Co. 0.00% Reduce -2.2% 36,494 $12.0M
Adirondack Trust Co. 3.57% Add +10.7% 36,106 $12.0M
Commerce Bank 0.05% Add +8.9% 31,827 $10.5M
Beacon Pointe Advisors, LLC 0.05% Reduce -11.0% 31,768 $10.5M
Greenspring Advisors, LLC 0.54% Reduce -1.0% 29,339 $9.7M
Bank of New York Mellon Corp 0.00% No change 26,455 $8.8M
Cetera Investment Advisers 0.01% Add +1.9% 25,920 $8.6M
Pathstone Holdings, LLC 0.02% Add +2.6% 25,149 $8.3M
Pitcairn Wealth Advisors LLC 0.86% Reduce -6.0% 23,750 $7.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +14.7% 26,533 $7.8M
Ieq Capital, LLC 0.04% Add +2.6% 23,505 $7.8M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.4% 23,250 $7.7M
Rockefeller Capital Management L.P. 0.01% Add +0.9% 22,397 $7.4M
Prosperity Consulting Group, LLC 0.28% Reduce -9.3% 22,052 $7.3M
Glenmede Trust Co. NA 0.03% No change 21,100 $7.0M
Linscomb Wealth, Inc. 0.27% Reduce -5.2% 18,939 $6.3M
Kestra Advisory Services, LLC 0.02% Add +3.7% 17,900 $5.9M
Captrust Financial Advisors 0.01% Add +10.0% 17,737 $5.9M
Stifel Financial Corp. 0.00% Reduce -4.8% 17,542 $5.8M
Park Avenue Securities LLC 0.03% Add +238.0% 16,329 $5.4M
Tolleson Wealth Management, Inc. 0.72% No change 16,221 $5.4M
Wells Fargo & Company 0.00% Add +2.6% 14,941 $5.0M
Red Cedar Investment Management, LLC 0.45% No change 14,276 $4.7M
Commonwealth Equity Services, LLC 0.01% Reduce -1.8% 14,269 $4.7M
DB Fitzpatrick & Co, Inc 3.63% Reduce -6.5% 13,549 $4.5M
Steward Partners Investment Advisory, LLC 0.02% Reduce -2.6% 13,452 $4.5M
Clearstead Advisors, LLC 0.04% Reduce -7.2% 12,908 $4.3M
Tennessee Valley Asset Management Partners 0.47% Add +0.1% 12,784 $4.2M
Lido Advisors, LLC 0.01% Reduce -5.6% 11,452 $3.8M
Financial Engines Advisors L.L.C. 0.01% Reduce -0.9% 11,196 $3.7M
Nations Financial Group Inc, /Ia/ 0.18% Reduce -0.9% 11,094 $3.7M
Apella Capital, LLC 0.05% Add +0.1% 11,069 $3.7M
Coastline Trust Co 0.32% Reduce -3.0% 10,852 $3.6M
SageView Advisory Group, LLC 0.12% Reduce -0.0% 10,784 $3.6M
Bleakley Financial Group, LLC 0.05% Reduce -44.5% 10,726 $3.6M
PNC Financial Services Group, Inc. 0.00% No change 10,046 $3.3M
FSA Investment Group, LLC 1.08% Reduce -3.0% 9,999 $3.3M
1900 Wealth Management LLC 0.18% No change 9,510 $3.2M
Lanark Financial, Inc. 0.21% No change 9,435 $3.1M
Wedbush Securities Inc. 0.08% Reduce -1.8% 9,162 $3.0M
Waverly Advisors, LLC 0.02% No change 8,925 $3.0M
Royal Bank of Canada 0.00% Reduce -56.1% 8,414 $2.8M
Susquehanna International Group, LLP 0.00% Add +1030.1% 7,911 $2.6M
Verus Financial Partners, Inc. 0.22% Reduce -0.7% 7,775 $2.6M
HRT Financial LP 0.00% New 7,532 $2.5M
Embree Financial Group 0.25% Reduce -23.2% 7,407 $2.5M
Investment Advisory Group, LLC 0.51% Add +9.3% 7,084 $2.3M
Wedmont Private Capital 0.06% Add +20.1% 7,023 $2.3M
Silver Coast Investments LLC 0.66% Add +2.6% 6,681 $2.2M
Hardy Reed LLC 0.14% No change 6,674 $2.2M
Operose Advisors LLC 0.41% Add +33.9% 6,357 $2.1M
Evolution Wealth Management Inc. 1.13% No change 5,802 $1.9M
Flagship Harbor Advisors, LLC 0.07% Add +1.1% 5,765 $1.9M
Whittier Trust Co. 0.02% No change 5,660 $1.9M
Osaic Holdings, Inc. 0.00% Add +170.9% 5,428 $1.8M
Orrstown Financial Services Inc. 0.25% No change 5,159 $1.7M
Johnson Investment Counsel Inc. 0.01% Add +4.8% 5,034 $1.7M
Wesbanco Bank Inc. 0.04% No change 5,005 $1.7M
Great Valley Advisor Group, Inc. 0.03% No change 4,911 $1.6M
FMR LLC 0.00% Add +3.0% 4,815 $1.6M
Compass Financial Group, INC 0.18% No change 4,665 $1.5M
Centennial Bank 0.50% No change 4,661 $1.5M
Private Wealth Asset Management, LLC 0.14% No change 4,400 $1.5M
Cresset Asset Management, LLC 0.01% Add +0.0% 4,165 $1.4M
Dakota Wealth Management 0.03% Add +1.0% 4,113 $1.4M
Creative Planning 0.00% Reduce -72.2% 4,107 $1.4M
World Investment Advisors 0.02% Reduce -11.5% 4,654 $1.4M
McCartney Wealth Management LLC 1.01% No change 4,033 $1.3M
First Financial Bank - Trust Division 0.09% No change 3,743 $1.2M
Shelton Capital Management 0.02% Add +0.2% 3,715 $1.2M
PVG Asset Management Corp. 0.70% Reduce -0.4% 3,673 $1.2M

"% of holder's portfolio" is VTHR's weight in each manager's 13F, not the share of Vanguard Russell 3000 the manager owns.

Show all 247 holders