VTHR · VANGUARD RUSSELL 3000 INDEX FUND ETF

$340.14 -1.17 (-0.34%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 232

Total Value: $1,489,723,188

Total Shares: 5,180,385

Showing 1–100 of 232 holdings by value · page 1 of 3

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 232 13F filers · Δ vs Dec 31, 2025

Top Holder

11.8%

+0.8 pts

Top 5

40.8%

+1.8 pts

Top 10

59.1%

+4.3 pts

HHI

472

Broadly held+47

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +1

Institutional value: -1.3%

Shares held: +3.1%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Mega UBS Group AG	+149,157	195,846
Mega GOLDMAN SACHS GROUP INC	+138,713	220,374
Mega MORGAN STANLEY	+73,843	509,964
Mega AMERIPRISE FINANCIAL INC	+57,873	610,686
Mega ENVESTNET ASSET MANAGEMENT INC	+21,241	46,050

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Mega BANK OF AMERICA CORP /DE/	−40,741	51,979
Large Mariner, LLC	−26,290	47,363
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−22,813	700
Mega AQR CAPITAL MANAGEMENT LLC	−16,294	90,295
Large HighTower Advisors, LLC	−7,079	58,279

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Mid Kingsview Wealth Management, LLC	25,230	$7,255,390
Mid PARK AVENUE SECURITIES LLC	4,831	$1,389,250
Mid SHELTON CAPITAL MANAGEMENT	3,708	$1,066,309
Small Tortoise Investment Management, LLC	3,300	$948,981
Small Avidian Wealth Enterprises, LLC	2,994	$860,984

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Small John S. & James L. Knight Foundation, Inc.	153,749	$46,175,437
Large NewEdge Advisors, LLC	52,604	$15,798,559
Small FLOW TRADERS U.S. LLC	19,089	$5,732,999
Small Stratos Wealth Advisors, LLC	19,041	$5,718,583
Micro Tolleson Wealth Management, Inc.	16,221	$4,871,652

Filter: New 24 Increased 77 Reduced 58 Sold out 23 Unchanged 73

Showing 100 of 232

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

AMERIPRISE FINANCIAL INC VTHR

$175,614,971

11.79%

610,686

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	264,559	$76,079,231	43.3%	Defined
Ameriprise Financial Services, LLC	346,119	$99,533,440	56.7%	Defined
Ameriprise Bank, FSB	8	$2,300	0.0%	Defined

MORGAN STANLEY VTHR

$146,650,346

9.84%

509,964

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	486,817	$139,993,964	95.5%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	23,147	$6,656,382	4.5%	Defined

LINCOLN NATIONAL CORP VTHR

$133,041,672

8.93%

462,641

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Lincoln Financial Investments Corp	462,641	$133,041,672	100.0%	Sole

TOMPKINS FINANCIAL CORP VTHR

$86,116,574

5.78%

299,463

Focus Partners Wealth VTHR

$66,698,410

4.48%

231,938

Callan Family Office, LLC VTHR

$64,022,571

4.30%

222,633

GOLDMAN SACHS GROUP INC VTHR

$63,372,949

4.25%

220,374

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	176,438	$50,738,275	80.1%	Defined
GOLDMAN SACHS INTERNATIONAL	23,105	$6,644,304	10.5%	Defined
GOLDMAN SACHS WEALTH SERVICES, L.P.	20,831	$5,990,370	9.5%	Defined

Cliffwater LLC VTHR

$59,096,497

3.97%

205,503

UBS Group AG VTHR

$56,319,433

3.78%

195,846

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	195,554	$56,235,463	99.9%	Defined
UBS AG	292	$83,970	0.1%	Defined

Cerity Partners LLC VTHR

$29,001,146

1.95%

100,849

AQR CAPITAL MANAGEMENT LLC VTHR

$25,966,132

1.74%

90,295

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HALBERT HARGROVE GLOBAL ADVISORS, LLC	2,764	$794,843	3.1%	Other
Held directly	87,531	$25,171,289	96.9%	Defined

Fund Evaluation Group, LLC VTHR

$25,050,510

1.68%

87,111

RAYMOND JAMES FINANCIAL INC VTHR

$24,175,721

1.62%

84,069

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	45,717	$13,146,837	54.4%	Defined
Raymond James Financial Services Advisors, Inc.	37,292	$10,724,060	44.4%	Defined
RAYMOND JAMES TRUST N.A.	1,060	$304,824	1.3%	Defined

LPL Financial LLC VTHR

$23,176,704

1.56%

80,595

Diversified Trust Co VTHR

$23,071,453

1.55%

80,229

OpenArc Corporate Advisory, LLC VTHR

$19,052,087

1.28%

66,252

PENNINGTON PARTNERS & CO., LLC VTHR

$18,336,038

1.23%

63,762

HighTower Advisors, LLC VTHR

$16,759,292

1.12%

58,279

Diversified Portfolios, Inc. VTHR

$16,444,115

1.10%

57,183

Gotham Asset Management, LLC VTHR

$15,217,054

1.02%

52,916

BANK OF AMERICA CORP /DE/ VTHR

$14,947,600

1.00%

51,979

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	14,076	$4,047,835	27.1%	Defined
MANAGED ACCOUNT ADVISORS LLC	37,903	$10,899,765	72.9%	Defined

AlphaCore Capital LLC VTHR

$13,745,270

0.92%

47,798

Mariner, LLC VTHR

$13,620,177

0.91%

47,363

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	1,248	$358,887	2.6%	Other
Held directly	46,115	$13,261,290	97.4%	Sole

ENVESTNET ASSET MANAGEMENT INC VTHR

$13,242,598

0.89%

46,050

Evensky & Katz LLC VTHR

$11,805,323

0.79%

41,052

MML INVESTORS SERVICES, LLC VTHR

$11,144,775

0.75%

38,755

JPMORGAN CHASE & CO VTHR

$10,727,509

0.72%

37,304

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	1,463	$420,714	3.9%	Defined
J.P. Morgan Investment Management Inc.	27	$7,764	0.1%	Defined
J.P. Morgan Securities LLC	35,465	$10,198,670	95.1%	Defined
55I, LLC	349	$100,361	0.9%	Other

Beacon Pointe Advisors, LLC VTHR

$10,261,647

0.69%

35,684

ADIRONDACK TRUST CO VTHR

$9,383,983

0.63%

32,632

CWM, LLC VTHR

$9,360,691

0.63%

32,551

Private Advisor Group, LLC VTHR

$8,859,168

0.59%

30,807

Greenspring Advisors, LLC VTHR

$8,524,725

0.57%

29,644

COMMERCE BANK VTHR

$8,401,357

0.56%

29,215

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
COMMERCE BANCSHARES INC /MO/	29,215	$8,401,357	100.0%	Sole

Bank of New York Mellon Corp VTHR

$7,607,664

0.51%

26,455

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon, NA	26,453	$7,607,089	100.0%	Defined
Held directly	2	$575	0.0%	Defined

Cetera Investment Advisers VTHR

$7,317,506

0.49%

25,446

Pitcairn Wealth Advisors LLC VTHR

$7,267,469

0.49%

25,272

Kingsview Wealth Management, LLC VTHR

$7,255,390

0.49%

25,230

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Penserra Capital Management LLC	19,231	$5,530,258	76.2%	Defined
Held directly	5,999	$1,725,132	23.8%	Sole

Pathstone Holdings, LLC VTHR

$7,048,052

0.47%

24,509

Prosperity Consulting Group, LLC VTHR

$6,995,427

0.47%

24,326

Cambridge Investment Research Advisors, Inc. VTHR

$6,658,683

0.45%

23,155

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC VTHR

$6,651,206

0.45%

23,129

IEQ CAPITAL, LLC VTHR

$6,588,228

0.44%

22,910

Rockefeller Capital Management L.P. VTHR

$6,380,890

0.43%

22,189

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	10,086	$2,900,431	45.5%	Defined
ROCKEFELLER FINANCIAL LLC	12,103	$3,480,459	54.5%	Defined

GLENMEDE TRUST CO NA VTHR

$6,067,727

0.41%

21,100

Linscomb Wealth, Inc. VTHR

$5,742,197

0.39%

19,968

Bleakley Financial Group, LLC VTHR

$5,559,015

0.37%

19,331

ROYAL BANK OF CANADA VTHR

$5,516,166

0.37%

19,182

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	18,997	$5,462,967	99.0%	Defined
RBC Dominion Securities Inc.	84	$24,155	0.4%	Defined
RBC Private Counsel (USA) Inc.	100	$28,757	0.5%	Defined
CITY NATIONAL ROCHDALE, LLC	1	$287	0.0%	Defined

STIFEL FINANCIAL CORP VTHR

$5,296,176

0.36%

18,417

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	18,417	$5,296,176	100.0%	Defined

Kestra Advisory Services, LLC VTHR

$4,965,758

0.33%

17,268

CAPTRUST FINANCIAL ADVISORS VTHR

$4,638,791

0.31%

16,131

Creative Planning VTHR

$4,241,082

0.28%

14,748

WELLS FARGO & COMPANY/MN VTHR

$4,188,456

0.28%

14,565

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	1,466	$421,577	10.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	13,099	$3,766,879	89.9%	Defined

COMMONWEALTH EQUITY SERVICES, LLC VTHR

$4,180,117

0.28%

14,536

DB Fitzpatrick & Co, Inc VTHR

$4,168,039

0.28%

14,494

RED CEDAR INVESTMENT MANAGEMENT, LLC VTHR

$4,105,349

0.28%

14,276

Clearstead Advisors, LLC VTHR

$4,000,961

0.27%

13,913

Steward Partners Investment Advisory, LLC VTHR

$3,969,903

0.27%

13,805

Tennessee Valley Asset Management Partners VTHR

$3,674,569

0.25%

12,778

Lido Advisors, LLC VTHR

$3,487,073

0.23%

12,126

Financial Engines Advisors L.L.C. VTHR

$3,249,541

0.22%

11,300

NATIONS FINANCIAL GROUP INC, /IA/ /ADV VTHR

$3,220,784

0.22%

11,200

Coastline Trust Co VTHR

$3,218,483

0.22%

11,192

Apella Capital, LLC VTHR

$3,181,674

0.21%

11,064

FSA Investment Group, LLC VTHR

$2,965,134

0.20%

10,311

PNC FINANCIAL SERVICES GROUP, INC. VTHR

$2,888,928

0.19%

10,046

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	10,046	$2,888,928	100.0%	Defined

Embree Financial Group VTHR

$2,774,187

0.19%

9,647

1900 WEALTH MANAGEMENT LLC VTHR

$2,734,790

0.18%

9,510

NBC SECURITIES, INC. VTHR

$2,713,222

0.18%

9,435

WEDBUSH SECURITIES INC VTHR

$2,684,178

0.18%

9,334

Waverly Advisors, LLC VTHR

$2,566,562

0.17%

8,925

Verus Financial Partners, Inc. VTHR

$2,252,535

0.15%

7,833

Hardy Reed LLC VTHR

$1,919,242

0.13%

6,674

Silver Coast Investments LLC VTHR

$1,872,368

0.13%

6,511

Investment Advisory Group, LLC VTHR

$1,864,316

0.13%

6,483

Wedmont Private Capital VTHR

$1,681,709

0.11%

5,848

EVOLUTION WEALTH MANAGEMENT INC. VTHR

$1,668,481

0.11%

5,802

FLAGSHIP HARBOR ADVISORS, LLC VTHR

$1,639,436

0.11%

5,701

WHITTIER TRUST CO VTHR

$1,627,646

0.11%

5,660

QRG CAPITAL MANAGEMENT, INC. VTHR

$1,538,499

0.10%

5,350

World Investment Advisors VTHR

$1,512,618

0.10%

5,260

ORRSTOWN FINANCIAL SERVICES INC VTHR

$1,483,573

0.10%

5,159

WESBANCO BANK INC VTHR

$1,439,286

0.10%

5,005

GREAT VALLEY ADVISOR GROUP, INC. VTHR

$1,412,256

0.09%

4,911

PARK AVENUE SECURITIES LLC VTHR

$1,389,250

0.09%

4,831

JOHNSON INVESTMENT COUNSEL INC VTHR

$1,380,911

0.09%

4,802

Operose Advisors LLC VTHR

$1,365,669

0.09%

4,749

FMR LLC VTHR

$1,343,814

0.09%

4,673

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	4,673	$1,343,814	100.0%	Defined

Compass Financial Group, INC/SD VTHR

$1,341,514

0.09%

4,665

Centennial Bank/AR/ VTHR

$1,340,363

0.09%

4,661

Private Wealth Asset Management, LLC VTHR

$1,265,308

0.08%

4,400

Cresset Asset Management, LLC VTHR

$1,197,441

0.08%

4,164

Dakota Wealth Management VTHR

$1,170,697

0.08%

4,071

McCartney Wealth Management LLC VTHR

$1,159,769

0.08%

4,033

FIRST FINANCIAL BANK - TRUST DIVISION VTHR

$1,076,374

0.07%

3,743

SHELTON CAPITAL MANAGEMENT VTHR

$1,066,309

0.07%

3,708

Wealthspire Advisors, LLC VTHR

$982,626

0.07%

3,417

MAI Capital Management VTHR

$955,307

0.06%

3,322

Sequoia Financial Advisors, LLC VTHR

$953,582

0.06%

3,316

Tortoise Investment Management, LLC VTHR

$948,981

0.06%

3,300

DAVIDSON INVESTMENT ADVISORS VTHR

$933,452

0.06%

3,246