Security record
VTHR
Vanguard Russell 3000 ETF · Financial Services · Asset Management - Global
49Tracked holders
+2Δ holders
3.07MShares held
$1.02BReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow +13.4% ·
net new positions +4.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | +2 | 3.07M | $1.02B | +3 | −1 |
| Q1 2026 | 48 | 0 | 2.74M | $787.89M | +3 | −3 |
| Q4 2025 | 48 | +2 | 2.39M | $716.54M | +2 | — |
| Q3 2025 | 6 | -2 | 561.48K | $165.25M | — | −2 |
| Q2 2025 | 5 | +1 | 112.29K | $30.63M | +1 | — |
| Q1 2025 | 3 | 0 | 75.06K | $18.52M | — | — |
| Q4 2024 | 3 | +1 | 51.01K | $13.25M | +1 | — |
| Q3 2024 | 2 | -1 | 28.97K | $7.35M | — | −1 |
| Q2 2024 | 3 | — | 35.91K | $8.60M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 632.55K | +3.6% | $209.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 622.26K | +22.0% | $206.23M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Goldman Sachs Group ✦ | 279.97K | +27.0% | $92.79M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | UBS Group AG | 233.39K | +19.2% | $77.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Focus Partners Wealth | 223.43K | -3.7% | $74.05M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 113.99K | +35.6% | $37.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Gotham Asset Management ✦ | 110.57K | +109.0% | $36.64M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 104.53K | +15.8% | $34.64M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 9 | Cerity Partners LLC | 97.66K | -3.2% | $32.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 80.04K | -0.7% | $26.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 70.67K | +21.3% | $23.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 57.44K | +48.2% | $19.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mariner, LLC | 53.30K | +12.5% | $17.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Bank Of America Corp /De/ | 51.19K | -1.5% | $16.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Envestnet Asset Management Inc | 49.01K | +6.4% | $16.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 36.49K | -2.2% | $11.99M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 17 | Bank of New York Mellon Corp | 26.45K | 0.0% | $8.77M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 25.92K | +1.9% | $8.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 26.53K | +14.7% | $7.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 22.40K | +0.9% | $7.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Captrust Financial Advisors | 17.74K | +10.0% | $5.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 17.54K | -4.8% | $5.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 14.94K | +2.6% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Commonwealth Equity Services, Llc | 14.27K | -1.8% | $4.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Lido Advisors, LLC | 11.45K | -5.6% | $3.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Financial Engines Advisors L.L.C. | 11.20K | -0.9% | $3.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 10.05K | 0.0% | $3.33M | 0.0% | Held | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 8.41K | -56.1% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 29 | Susquehanna International Group, Llp | 7.91K | +1030.1% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Hrt Financial Lp | 7.53K | New | $2.50M | 0.0% | New | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 5.43K | +170.9% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Fidelity (FMR) ✦ | 4.82K | +3.0% | $1.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Creative Planning | 4.11K | -72.2% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 3.17K | New | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 3.06K | +32.3% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 2.68K | 0.0% | $888,553 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 37 | CIBC Bancorp USA Inc. | 2.01K | New | $664,841 | 0.0% | New | 1 | SEC ↗ |
| 38 | Truist Financial Corp | 1.83K | -5.6% | $605,847 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Northwestern Mutual Wealth… | 1.64K | +0.7% | $543,803 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Allspring Global Investments… | 1.00K | 0.0% | $331,340 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 789 | +52.9% | $255,847 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Blair William & Co/Il | 325 | 0.0% | $107,713 | 0.0% | Held | 3 | SEC ↗ |
| 43 | BlackRock ✦ (passive) | 287 | +282.7% | $95,266 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | Bank Of Montreal /Can/ | 136 | -8.1% | $45,074 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 109 | -95.2% | $36,125 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Qube Research & Technologies Ltd | 90 | -50.5% | $29,828 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 67 | -73.5% | $22,206 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Fifth Third Bancorp | 40 | 0.0% | $13,232 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Assetmark, Inc | 32 | 0.0% | $10,606 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $2.50M | 0.0% |
| Quantinno Capital Management… | $1.05M | 0.0% |
| CIBC Bancorp USA Inc. | $664,841 | 0.0% |
Exited
| Marshall Wace | $483,117 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 230 holders, 5.16M shares, $1.46B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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