Vanguard Russell 3000VTHRETF

13F holders, Q1 2026 (March 31)
236holders +5
21new positions
15sold out
2famous investors
$287.75avg. 13F price*

At the end of Q1 2026, 236 institutions reported holding Vanguard Russell 3000 (VTHR) in their 13F filings, up 5 from Q4 2025. 21 opened new positions and 15 sold out. The largest holders were Ameriprise Financial Inc. ($175.6M), Morgan Stanley ($146.7M) and Lincoln National Corp. ($133.0M). 2 famous investors held it, including Joel Greenblatt (0.0% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions21$15.7M
Exits15$27.9M

All 13F filers, Q4 2025 → Q1 2026: 657,243 shares bought and 268,927 shares sold, net +388,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 236 holders

Ameriprise Financial Inc. 0.04% Add +10.5% 610,686 $175.6M
Morgan Stanley 0.01% Add +16.9% 509,964 $146.7M
Lincoln National Corp. 3.85% Add +1.0% 462,641 $133.0M
Tompkins Financial Corp. 6.86% Add +7.2% 299,463 $86.1M
Focus Partners Wealth 0.07% Reduce -2.3% 231,938 $66.7M
Callan Family Office, LLC 1.45% Reduce -2.7% 222,633 $64.0M
Goldman Sachs Group Inc. 0.01% Add +169.9% 220,374 $63.4M
Cliffwater LLC 15.66% No change 205,503 $59.1M
UBS Group AG 0.01% Add +319.5% 195,846 $56.3M
Cerity Partners LLC 0.04% Add +8.3% 100,849 $29.0M
AQR Capital Management 0.01% Reduce -15.3% 90,295 $26.0M
Fund Evaluation Group, LLC 0.77% Add +0.1% 87,111 $25.1M
Raymond James Financial Inc. 0.01% Reduce -3.0% 84,069 $24.2M
LPL Financial LLC 0.01% Reduce -3.0% 80,595 $23.2M
Diversified Trust Co. 0.43% Add +0.0% 80,229 $23.1M
OpenArc Corporate Advisory, LLC 0.27% Reduce -0.6% 66,252 $19.1M
Pennington Partners & Co., LLC 6.28% Add +38.9% 63,762 $18.3M
HighTower Advisors, LLC 0.02% Reduce -10.8% 58,279 $16.8M
Diversified Portfolios, Inc. 1.35% Add +6.8% 57,183 $16.4M
Gotham Asset Management 0.05% Add +21.6% 52,916 $15.2M
Bank of America Corp. 0.00% Reduce -43.9% 51,979 $14.9M
NewEdge Advisors, LLC 0.05% Reduce -4.0% 50,491 $14.5M
AlphaCore Capital LLC 0.33% Add +29.9% 47,798 $13.7M
Mariner, LLC 0.02% Reduce -35.7% 47,363 $13.6M
Envestnet Asset Management Inc. 0.00% Add +85.6% 46,050 $13.2M
Evensky & Katz LLC 0.67% Reduce -1.0% 41,052 $11.8M
MML Investors Services, LLC 0.03% Add +28.4% 38,755 $11.1M
JPMorgan Chase & Co. 0.00% Add +13.3% 37,304 $10.4M
Beacon Pointe Advisors, LLC 0.05% Reduce -7.4% 35,684 $10.3M
Adirondack Trust Co. 3.15% Add +12.4% 32,632 $9.4M
Cwm, LLC 0.02% Reduce -9.8% 32,551 $9.4M
Private Advisor Group, LLC 0.04% Add +2.4% 30,807 $8.9M
Greenspring Advisors, LLC 0.52% Reduce -2.9% 29,644 $8.5M
Commerce Bank 0.04% Reduce -0.1% 29,215 $8.4M
Bank of New York Mellon Corp 0.00% Reduce -9.7% 26,455 $7.6M
Pitcairn Wealth Advisors LLC 0.70% No change 25,272 $7.6M
Cetera Investment Advisers 0.01% Add +4.2% 25,446 $7.3M
Kingsview Wealth Management, LLC 0.10% New 25,230 $7.3M
Pathstone Holdings, LLC 0.03% Add +0.0% 24,509 $7.0M
Prosperity Consulting Group, LLC 0.31% No change 24,326 $7.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -20.5% 23,129 $6.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +1.6% 23,155 $6.7M
Ieq Capital, LLC 0.03% No change 22,910 $6.6M
Rockefeller Capital Management L.P. 0.01% Add +45.0% 22,189 $6.4M
Glenmede Trust Co. NA 0.03% No change 21,100 $6.1M
Linscomb Wealth, Inc. 0.26% Reduce -13.5% 19,968 $5.7M
Bleakley Financial Group, LLC 0.09% Add +22.3% 19,331 $5.6M
Royal Bank of Canada 0.00% Add +108.3% 19,182 $5.5M
Stifel Financial Corp. 0.00% Reduce -0.4% 18,417 $5.3M
Kestra Advisory Services, LLC 0.02% Reduce -16.7% 17,268 $5.0M
Tolleson Wealth Management, Inc. 0.68% No change 16,221 $4.7M
Captrust Financial Advisors 0.01% Add +3.6% 16,131 $4.6M
Creative Planning 0.00% Add +274.3% 14,748 $4.2M
Wells Fargo & Company 0.00% Add +10.0% 14,565 $4.2M
Commonwealth Equity Services, LLC 0.01% Reduce -4.9% 14,536 $4.2M
DB Fitzpatrick & Co, Inc 3.57% Add +4.0% 14,494 $4.2M
Red Cedar Investment Management, LLC 0.43% Reduce -1.7% 14,276 $4.1M
Clearstead Advisors, LLC 0.04% Add +4.3% 13,913 $4.0M
Steward Partners Investment Advisory, LLC 0.02% Reduce -2.5% 13,805 $4.0M
Tennessee Valley Asset Management Partners 0.49% Add +0.1% 12,778 $3.7M
Lido Advisors, LLC 0.01% Add +5.9% 12,126 $3.5M
Apella Capital, LLC 0.05% Add +155.0% 11,064 $3.5M
Financial Engines Advisors L.L.C. 0.01% Reduce -12.7% 11,300 $3.2M
Nations Financial Group Inc, /Ia/ 0.17% Reduce -0.4% 11,200 $3.2M
Coastline Trust Co 0.32% No change 11,192 $3.2M
SageView Advisory Group, LLC 0.11% Add +8327.3% 10,787 $3.1M
FSA Investment Group, LLC 1.19% Add +0.0% 10,311 $3.0M
PNC Financial Services Group, Inc. 0.00% No change 10,046 $2.9M
Embree Financial Group 0.33% Add +0.3% 9,647 $2.8M
1900 Wealth Management LLC 0.18% Add +1.1% 9,510 $2.7M
Lanark Financial, Inc. 0.20% No change 9,435 $2.7M
Wedbush Securities Inc. 0.08% No change 9,334 $2.7M
Waverly Advisors, LLC 0.02% Reduce -0.0% 8,925 $2.6M
Verus Financial Partners, Inc. 0.22% Reduce -0.0% 7,833 $2.4M
Hardy Reed LLC 0.14% No change 6,674 $1.9M
Silver Coast Investments LLC 0.60% Add +8.8% 6,511 $1.9M
Investment Advisory Group, LLC 0.47% Add +3.9% 6,483 $1.9M
Wedmont Private Capital 0.06% Add +4.2% 5,848 $1.7M
Evolution Wealth Management Inc. 1.22% No change 5,802 $1.7M
Whittier Trust Co. 0.02% No change 5,660 $1.7M
Flagship Harbor Advisors, LLC 0.07% Add +1.2% 5,701 $1.6M
QRG Capital Management, Inc. 0.02% Add +613.3% 5,350 $1.5M
World Investment Advisors 0.02% Reduce -1.4% 5,260 $1.5M
Orrstown Financial Services Inc. 0.25% Reduce -32.5% 5,159 $1.5M
Wesbanco Bank Inc. 0.04% No change 5,005 $1.4M
Great Valley Advisor Group, Inc. 0.03% No change 4,911 $1.4M
Park Avenue Securities LLC 0.01% New 4,831 $1.4M
Johnson Investment Counsel Inc. 0.01% Reduce -40.8% 4,802 $1.4M
Operose Advisors LLC 0.32% Reduce -2.7% 4,749 $1.4M
FMR LLC 0.00% Add +7.6% 4,673 $1.3M
Compass Financial Group, INC 0.19% No change 4,665 $1.3M
Centennial Bank 0.48% No change 4,661 $1.3M
Private Wealth Asset Management, LLC 0.14% No change 4,400 $1.3M
PVG Asset Management Corp. 0.73% Add +200.0% 3,687 $1.2M
Cresset Asset Management, LLC 0.01% Add +3.4% 4,164 $1.2M
Dakota Wealth Management 0.03% Add +4.6% 4,071 $1.2M
McCartney Wealth Management LLC 0.98% No change 4,033 $1.2M
First Financial Bank - Trust Division 0.09% Reduce -1.2% 3,743 $1.1M
Shelton Capital Management 0.02% New 3,708 $1.1M
Wealthspire Advisors, LLC 0.01% Reduce -0.7% 3,417 $983K

"% 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 236 holders