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Vanguard Russell 3000 (VTHR)

CUSIP: 92206C599 | NYSE | 460 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Tompkins Financial Corp300,565
7.1% of portfolio›$100.8M
AlphaCore Capital LLC64,958
0.3% of portfolio›$21.8M
OpenArc Corporate Advisory, LLC62,991
0.2% of portfolio›$21.1M
Diversified Portfolios, Inc.57,820
1.3% of portfolio›$19.4M
Evensky & Katz LLC39,489
0.0% of portfolio›$13.2K
Adirondack Trust Co39,193
4.1% of portfolio›$13.1M
Fund Evaluation Group, LLC32,050
0.3% of portfolio›$10.8M
Wealth Enhancement Advisory Services, LLC30,893
0.0% of portfolio›$7.9M
Greenspring Advisors, LLC28,461
0.4% of portfolio›$9.5M
Bank of New York Mellon Corp26,455
0.0% of portfolio›$8.9M
Cambridge Investment Research Advisors, Inc.21,731
0.0% of portfolio›$7.3K
Park Avenue Securities LLC21,106
0.0% of portfolio›$7.1K
Linscomb Wealth, Inc.18,356
0.3% of portfolio›$6.2M
Kestra Advisory Services, LLC16,650
0.0% of portfolio›$5.6M
Commonwealth Equity Services, LLC15,043
0.0% of portfolio›$5.0M
RED Cedar Investment Management, LLC14,276
0.5% of portfolio›$4.8M
DB Fitzpatrick & Co, Inc13,677
3.8% of portfolio›$4.6M
Tennessee Valley Asset Management Partners12,583
0.5% of portfolio›$4.2M
Associated Banc-Corp11,783
0.1% of portfolio›$4.0M
Lido Advisors, LLC11,452
0.0% of portfolio›$3.8M
FSA Investment Group, LLC11,085
1.2% of portfolio›$3.7M
BIP Wealth, LLC10,808
0.1% of portfolio›$3.6M
Apella Capital, LLC10,759
0.0% of portfolio›$3.7M
Coastline Trust Co10,537
0.3% of portfolio›$3.5M
Roman Butler Fullerton & Co10,083
0.8% of portfolio›$3.4M
1900 Wealth Management LLC9,510
0.2% of portfolio›$3.2M
Wedbush Securities Inc9,148
0.0% of portfolio›$3.1K
Lanark Financial, Inc.8,800
0.2% of portfolio›$3.0M
Mycio Wealth Partners, LLC8,529
0.6% of portfolio›$2.9M
NorthCrest Asset Manangement, LLC7,580
0.1% of portfolio›$2.6M
Embree Financial Group7,419
0.2% of portfolio›$2.5M
Verus Financial Partners, Inc.7,400
0.2% of portfolio›$2.5M
Flagship Harbor Advisors, LLC6,034
0.1% of portfolio›$2.0M
Evolution Wealth Management Inc.5,802
1.1% of portfolio›$1.9M
Wedmont Private Capital5,727
0.0% of portfolio›$1.9M
Orrstown Financial Services Inc5,159
0.3% of portfolio›$1.7M
Wesbanco Bank Inc5,005
0.1% of portfolio›$1.7M
Compass Financial Group, Inc4,665
0.2% of portfolio›$1.6M
Creative Planning4,227
0.0% of portfolio›$1.4M
Ulrich Consultants & Investment Group, LLC4,225
1.4% of portfolio›$1.4M
Davidson Investment Advisors4,021
0.1% of portfolio›$1.3M
Fulton Bank, N.A.3,760
0.0% of portfolio›$1.3M
Citigroup Inc3,674
0.0% of portfolio›$1.2M
PVG Asset Management Corp3,630
0.8% of portfolio›$1.2M
First Financial Bank - Trust Division3,390
0.1% of portfolio›$1.1M
Everhart Financial Group, Inc.3,137
0.1% of portfolio›$1.1M
Americana Partners, LLC2,980
0.0% of portfolio›$999.8K
Jacksonville Wealth Management, LLC2,977
0.5% of portfolio›$998.7K
Hoge Financial Services, LLC2,973
0.5% of portfolio›$997.5K
Avidian Wealth Enterprises, LLC2,924
0.0% of portfolio›$980.8K
Farther Finance Advisors, LLC2,913
0.0% of portfolio›$977.3K
US Bancorp \de\2,848
0.0% of portfolio›$955.5K
Fairscale Capital, LLC2,676
0.5% of portfolio›$890.5K
HB Wealth Management, LLC2,531
0.0% of portfolio›$849.3K
IFP Advisors, Inc2,491
0.0% of portfolio›$835.7K
Forum Financial Management, LP2,482
0.0% of portfolio›$832.9K
Silvia Mccoll Wealth Management, LLC2,422
0.5% of portfolio›$812.7K
Paladin Partners, LLC2,060
0.4% of portfolio›$691.1K
Grove Street Fiduciary, LLC1,992
0.3% of portfolio›$668.3K
Parsons Capital Management Inc1,899
0.0% of portfolio›$637.1K
Corundum Group, Inc.1,892
0.2% of portfolio›$634.8K
Corundum Trust Company, Inc1,892
1.7% of portfolio›$634.8K
ARS Wealth Advisors Group, LLC1,815
0.0% of portfolio›$608.8K
Paulson Wealth Management Inc.1,790
0.1% of portfolio›$600.5K
Wealthcare Advisory Partners LLC1,763
0.0% of portfolio›$591.6K
Precedent Wealth Partners, LLC1,645
0.1% of portfolio›$551.9K
Truist Financial Corp1,620
0.0% of portfolio›$543.5K
Arbor Investment Advisors, LLC1,619
0.1% of portfolio›$543.2K
Nilsine Partners, LLC1,589
0.0% of portfolio›$533.0K
Wilmington Savings Fund Society, FSB1,560
0.0% of portfolio›$523.4K
Anchyra Partners LLC1,547
0.1% of portfolio›$519.0K
Sunpointe, LLC1,536
0.2% of portfolio›$515.3K
Gutierrez Wealth Advisory, LLC1,531
0.3% of portfolio›$513.6K
Prospera Financial Services Inc1,500
0.0% of portfolio›$499.2K
Concurrent Investment Advisors, LLC1,413
0.0% of portfolio›$474.1K
Jacobi Capital Management LLC1,326
0.0% of portfolio›$444.9K
Sheets Smith Wealth Management1,246
0.0% of portfolio›$418.0K
Brighton Jones LLC1,207
0.0% of portfolio›$404.9K
Diversify Wealth Management, LLC1,198
0.0% of portfolio›$406.3K
Diversify Advisory Services, LLC1,198
0.0% of portfolio›$406.3K
Compound Planning, Inc.1,106
0.0% of portfolio›$371.1K
Radnor Capital Management, LLC1,100
0.1% of portfolio›$369.1K
Allspring Global Investments Holdings, LLC1,000
0.0% of portfolio›$338.5K
Firestone Capital Management950
0.1% of portfolio›$318.7K
Trek Financial, LLC930
0.0% of portfolio›$312.0K
Sonata Capital Group Inc910
0.1% of portfolio›$305.3K
Trueblood Wealth Management, LLC900
0.1% of portfolio›$302.1K
Vise Technologies, Inc.898
0.0% of portfolio›$301.4K
AA Financial Advisors, LLC897
0.0% of portfolio›$301.0K
Kestra Private Wealth Services, LLC828
0.0% of portfolio›$277.7K
Rossby Financial, LCC755
0.0% of portfolio›$253.3K
Abel Hall, LLC669
0.0% of portfolio›$224.6K
Clarity Retirement & Wealth, LLC667
0.2% of portfolio›$223.8K
TCI Wealth Advisors, Inc.659
0.0% of portfolio›$221.1K
Koesten, Hirschmann & Crabtree, Inc.613
0.1% of portfolio›$205.7K
Ascent Wealth Partners, LLC606
0.0% of portfolio›$203.3K
Sentinel Trust Co LBA601
0.0% of portfolio›$202
JFS Wealth Advisors, LLC589
0.0% of portfolio›$197.5K
Capital Investment Advisory Services, LLC563
0.0% of portfolio›$188.8K
Sage Mountain Advisors LLC420
0.0% of portfolio›$140.9K
Polaris Financial Partners357
0.1% of portfolio›$120
Owl Creek Wealth Partners LLC275
0.0% of portfolio›$92.3K
Northstar Asset Management Co230
0.0% of portfolio›$78.2K
Asset Dedication, LLC208
0.0% of portfolio›$69.8K
Chilton Capital Management LLC203
0.0% of portfolio›$68.1K
GoalVest Advisory LLC180
0.0% of portfolio›$60.4K
SBI Securities Co., Ltd.152
0.0% of portfolio›$51.0K
Main Street Group, LTD150
0.0% of portfolio›$50.3K
Armstrong Advisory Group, Inc136
0.0% of portfolio›$45.6K
City State Bank50
0.0% of portfolio›$16.8K
Root Financial Partners, LLC47
0.0% of portfolio›$15.9K
Harbor Investment Advisory, LLC41
0.0% of portfolio›$13.8K
Fifth Third Bancorp40
0.0% of portfolio›$13.4K
Central Trust Co32
0.0% of portfolio›$10.7K
Assetmark, Inc32
0.0% of portfolio›$10.7K
Central Pacific Bank - Trust Division24
0.0% of portfolio›$8.1K
Angeles Wealth Management, LLC17
0.0% of portfolio›$5.7K
Bay Harbor Wealth Management, LLC16
0.0% of portfolio›$5.4K
EverSource Wealth Advisors, LLC1
0.0% of portfolio›$336
StyleTurnoverLocationFiled
Tompkins Financial Corp
300,565$100.8M7.1%CoreLowIthaca, NY2026-10-05
AlphaCore Capital LLC
64,958$21.8M0.3%ETFLowLa Jolla, CA2026-11-04
OpenArc Corporate Advisory, LLC
62,991$21.1M0.2%GrowthLowAtlanta, GA2026-10-21
Diversified Portfolios, Inc.
57,820$19.4M1.3%ETFLowBloomfield Hills, MI2026-11-04
Evensky & Katz LLC
39,489$13.2K0.0%ETFVery LowCoral Gables, FL2026-10-27
Adirondack Trust Co
39,193$13.1M4.1%GrowthLowSaratoga Springs, NY2026-10-14
Fund Evaluation Group, LLC
32,050$10.8M0.3%ETFLowCincinnati, OH2026-11-05
Wealth Enhancement Advisory Services, LLC
30,893$7.9M0.0%CoreLowPlymouth, MN2026-10-13
Greenspring Advisors, LLC
28,461$9.5M0.4%ETFVery LowTowson, MD2026-11-05
Bank of New York Mellon Corp
26,455$8.9M0.0%CoreLowNew York, NY2026-11-05
Cambridge Investment Research Advisors, Inc.
21,731$7.3K0.0%ETFLowFairfield, IA2026-11-02
Park Avenue Securities LLC
21,106$7.1K0.0%ETFMediumNew York, NY2026-10-26
Linscomb Wealth, Inc.
18,356$6.2M0.3%ETFLowHouston, TX2026-11-05
Kestra Advisory Services, LLC
16,650$5.6M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
15,043$5.0M0.0%ETFLowWaltham, MA2026-11-02
RED Cedar Investment Management, LLC
14,276$4.8M0.5%ETFLowGrand Rapids, MI2026-11-04
DB Fitzpatrick & Co, Inc
13,677$4.6M3.8%CoreMediumBoise, ID2026-10-19
Tennessee Valley Asset Management Partners
12,583$4.2M0.5%ETFLowKnoxville, TN2026-11-03
Associated Banc-Corp
11,783$4.0M0.1%CoreLowGreen Bay, WI2026-10-30
Lido Advisors, LLC
11,452$3.8M0.0%GrowthLowLos Angeles, CA2026-11-04
FSA Investment Group, LLC
11,085$3.7M1.2%ETFLowPensacola, FL2026-10-07
BIP Wealth, LLC
10,808$3.6M0.1%ETFMediumAtlanta, GA2026-10-22
Apella Capital, LLC
10,759$3.7M0.0%ETFVery LowWest Hartford, CT2026-10-08
Coastline Trust Co
10,537$3.5M0.3%GrowthVery LowProvidence, RI2026-10-01
Roman Butler Fullerton & Co
10,083$3.4M0.8%GrowthMediumSt Louis, MO2026-10-27
1900 Wealth Management LLC
9,510$3.2M0.2%ETFLowSan Antonio, TX2026-10-13
Wedbush Securities Inc
9,148$3.1K0.0%CoreLowPasadena, CA2026-10-22
Lanark Financial, Inc.
8,800$3.0M0.2%CoreMediumBirmingham, AL2026-10-26
Mycio Wealth Partners, LLC
8,529$2.9M0.6%Deep ValueVery LowPhiladelphia, PA2026-11-04
NorthCrest Asset Manangement, LLC
7,580$2.6M0.1%GrowthLowPlymouth, MN2026-10-13
Embree Financial Group
7,419$2.5M0.2%ETFLowChicago, IL2026-10-22
Verus Financial Partners, Inc.
7,400$2.5M0.2%ETFVery LowRichmond, VA2026-10-29
Flagship Harbor Advisors, LLC
6,034$2.0M0.1%ETFMediumBoston, MA2026-10-26
Evolution Wealth Management Inc.
5,802$1.9M1.1%ETFMediumFort Myers, FL2026-10-28
Wedmont Private Capital
5,727$1.9M0.0%IndexVery LowWest Chester, PA2026-10-09
Orrstown Financial Services Inc
5,159$1.7M0.3%ETFLowHarrisburg, PA2026-10-14
Wesbanco Bank Inc
5,005$1.7M0.1%CoreLowWheeling, WV2026-11-04
Compass Financial Group, Inc
4,665$1.6M0.2%ETFVery LowSioux Falls, SD2026-10-13
Creative Planning
4,227$1.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Ulrich Consultants & Investment Group, LLC
4,225$1.4M1.4%ETFN/AAlbuquerque, NM2026-10-13
Davidson Investment Advisors
4,021$1.3M0.1%CoreLowGreat Falls, MT2026-10-20
Fulton Bank, N.A.
3,760$1.3M0.0%CoreLowLancaster, PA2026-10-14
Citigroup Inc
3,674$1.2M0.0%CoreMediumNew York, NY2026-11-04
PVG Asset Management Corp
3,630$1.2M0.8%GrowthMediumGolden, CO2026-10-19
First Financial Bank - Trust Division
3,390$1.1M0.1%CoreLowHamilton, OH2026-10-01
Everhart Financial Group, Inc.
3,137$1.1M0.1%ETFLowDublin, OH2026-10-08
Americana Partners, LLC
2,980$999.8K0.0%CoreMediumHouston, TX2026-10-28
Jacksonville Wealth Management, LLC
2,977$998.7K0.5%ETFVery LowJacksonville, FL2026-10-30
Hoge Financial Services, LLC
2,973$997.5K0.5%ETFVery LowCanonsburg, PA2026-11-05
Avidian Wealth Enterprises, LLC
2,924$980.8K0.0%ETFLowHouston, TX2026-10-08
Farther Finance Advisors, LLC
2,913$977.3K0.0%IndexLowSan Francisco, CA2026-10-08
US Bancorp \de\
2,848$955.5K0.0%IndexLowMinneapolis, MN2026-11-05
Fairscale Capital, LLC
2,676$890.5K0.5%GrowthVery LowNashua, NH2026-11-04
HB Wealth Management, LLC
2,531$849.3K0.0%IndexVery LowAtlanta, GA2026-10-23
IFP Advisors, Inc
2,491$835.7K0.0%GrowthLowTampa, FL2026-10-16
Forum Financial Management, LP
2,482$832.9K0.0%ETFLowLombard, IL2026-10-16
Silvia Mccoll Wealth Management, LLC
2,422$812.7K0.5%CoreVery LowSan Diego, CA2026-10-07
Paladin Partners, LLC
2,060$691.1K0.4%ETFVery LowHartland, WI2026-10-06
Grove Street Fiduciary, LLC
1,992$668.3K0.3%ETFVery LowPeterborough, NH2026-10-13
Parsons Capital Management Inc
1,899$637.1K0.0%CoreLowProvidence, RI2026-10-28
Corundum Group, Inc.
1,892$634.8K0.2%CoreLowColorado Springs, CO2026-10-28
Corundum Trust Company, Inc
1,892$634.8K1.7%CoreVery LowSioux Falls, SD2026-10-29
ARS Wealth Advisors Group, LLC
1,815$608.8K0.0%CoreLowSt. Petersburg, FL2026-10-16
Paulson Wealth Management Inc.
1,790$600.5K0.1%ETFLowWest Palm Beach, FL2026-11-02
Wealthcare Advisory Partners LLC
1,763$591.6K0.0%ETFLowWest Chester, PA2026-10-21
Precedent Wealth Partners, LLC
1,645$551.9K0.1%ETFMediumHouston, TX2026-10-21
Truist Financial Corp
1,620$543.5K0.0%CoreLowCharlotte, NC2026-10-30
Arbor Investment Advisors, LLC
1,619$543.2K0.1%ETFVery LowWinston Salem, NC2026-10-26
Nilsine Partners, LLC
1,589$533.0K0.0%CoreMediumGreenwood Village, CO2026-11-02
Wilmington Savings Fund Society, FSB
1,560$523.4K0.0%CoreLowWilmington, DE2026-10-23
Anchyra Partners LLC
1,547$519.0K0.1%CoreLowAtlanta, GA2026-10-13
Sunpointe, LLC
1,536$515.3K0.2%GrowthMediumSt. Louis, MO2026-10-22
Gutierrez Wealth Advisory, LLC
1,531$513.6K0.3%ETFLowLittle Rock, AR2026-11-02
Prospera Financial Services Inc
1,500$499.2K0.0%CoreMediumDallas, TX2026-11-04
Concurrent Investment Advisors, LLC
1,413$474.1K0.0%GrowthMediumTampa, FL2026-10-16
Jacobi Capital Management LLC
1,326$444.9K0.0%CoreLowPittston, PA2026-11-05
Sheets Smith Wealth Management
1,246$418.0K0.0%CoreLowWinston-Salem, NC2026-10-16
Brighton Jones LLC
1,207$404.9K0.0%CoreVery LowSeattle, WA2026-11-03
Diversify Wealth Management, LLC
1,198$406.3K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
1,198$406.3K0.0%GrowthLowSandy, UT2026-10-20
Compound Planning, Inc.
1,106$371.1K0.0%CoreLowNew York, NY2026-11-05
Radnor Capital Management, LLC
1,100$369.1K0.1%CoreLowWayne, PA2026-10-23
Allspring Global Investments Holdings, LLC
1,000$338.5K0.0%CoreMediumCharlotte, NC2026-11-04
Firestone Capital Management
950$318.7K0.1%ETFVery LowSouth Miami, FL2026-11-03
Trek Financial, LLC
930$312.0K0.0%ETFHighScottsdale, AZ2026-10-29
Sonata Capital Group Inc
910$305.3K0.1%ETFVery LowSeattle, WA2026-10-19
Trueblood Wealth Management, LLC
900$302.1K0.1%CoreLowLima, OH2026-10-23
Vise Technologies, Inc.
898$301.4K0.0%IndexLowNew York, NY2026-10-29
AA Financial Advisors, LLC
897$301.0K0.0%ETFMediumColumbus, OH2026-10-19
Kestra Private Wealth Services, LLC
828$277.7K0.0%GrowthLowAustin, TX2026-10-30
Rossby Financial, LCC
755$253.3K0.0%ETFMediumMelbourne, FL2026-11-05
Abel Hall, LLC
669$224.6K0.0%CoreMediumBaton Rouge, LA2026-10-19
Clarity Retirement & Wealth, LLC
667$223.8K0.2%ETFN/ANew Bedford, MA2026-11-04
TCI Wealth Advisors, Inc.
659$221.1K0.0%ETFLowTucson, AZ2026-10-30
Koesten, Hirschmann & Crabtree, Inc.
613$205.7K0.1%ETFVery LowOverland Park, KS2026-10-13
Ascent Wealth Partners, LLC
606$203.3K0.0%GrowthLowNew Hartford, NY2026-10-23
Sentinel Trust Co LBA
601$2020.0%ETFVery LowHouston, TX2026-11-03
JFS Wealth Advisors, LLC
589$197.5K0.0%ETFVery LowHermitage, PA2026-11-03
Capital Investment Advisory Services, LLC
563$188.8K0.0%CoreMediumRaleigh, NC2026-10-30
Sage Mountain Advisors LLC
420$140.9K0.0%ETFLowAtlanta, GA2026-11-02
Polaris Financial Partners
357$1200.1%GrowthN/AWesterville, OH2026-10-02
Owl Creek Wealth Partners LLC
275$92.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Northstar Asset Management Co
230$78.2K0.0%CoreVery LowBlue Bell, PA2026-10-22
Asset Dedication, LLC
208$69.8K0.0%ETFLowSan Francisco, CA2026-11-03
Chilton Capital Management LLC
203$68.1K0.0%GrowthMediumHouston, TX2026-10-28
GoalVest Advisory LLC
180$60.4K0.0%ETFMediumNew York, NY2026-10-02
SBI Securities Co., Ltd.
152$51.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Main Street Group, LTD
150$50.3K0.0%ETFMediumGlen Allen, VA2026-10-28
Armstrong Advisory Group, Inc
136$45.6K0.0%ETFHighNeedham, MA2026-10-09
City State Bank
50$16.8K0.0%GrowthVery LowNorwalk, IA2026-10-20
Root Financial Partners, LLC
47$15.9K0.0%ETFMediumEncinitas, CA2026-10-21
Harbor Investment Advisory, LLC
41$13.8K0.0%GrowthLowLutherville, MD2026-10-13
Fifth Third Bancorp
40$13.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Central Trust Co
32$10.7K0.0%CoreLowJefferson City, MO2026-11-05
Assetmark, Inc
32$10.7K0.0%ETFLowConcord, CA2026-10-21
Central Pacific Bank - Trust Division
24$8.1K0.0%CoreMediumHonolulu, HI2026-10-06
Angeles Wealth Management, LLC
17$5.7K0.0%ETFLowSanta Monica, CA2026-10-26
Bay Harbor Wealth Management, LLC
16$5.4K0.0%ETFMediumHunt Valley, MD2026-11-03
EverSource Wealth Advisors, LLC
1$3360.0%CoreMediumBirmingham, AL2026-11-04