VTHR Institutional Ownership & Shareholders
VANGUARD RUSSELL 3000 (VTHR) is currently held by 240 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.83B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of VTHR tracked by InsiderSet, reporting ownership valued at approximately $209.66M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $210.49M, representing an estimated gain of +0.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed VTHR value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, Morgan Stanley, Lincoln National Corp, and several other long-term asset managers with concentrated positions in VANGUARD RUSSELL 3000 (VTHR).
This page ranks the largest institutional VTHR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
240
Total Reported Value
$1.83B
Largest Holder
Ameriprise Financial Inc
Largest Position
$209.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.04% | 632,550 | $209,656,858 | $210,493,347 | +$836,489 | +0.40% | |
| Morgan Stanley | 0.01% | 622,262 | $206,234,123 | $207,069,815 | +$835,692 | +0.41% | |
| Lincoln National Corp | 3.89% | 458,185 | $151,854,422 | $152,469,993 | +$615,571 | +0.41% | |
| Tompkins Financial Corp | 7.10% | 300,565 | $100,839,708 | $100,018,865 | -$820,843 | -0.81% | |
| Goldman Sachs Group Inc | 0.01% | 279,973 | $92,790,332 | $93,166,475 | +$376,143 | +0.41% | |
| Ubs Group Ag | 0.01% | 233,388 | $77,350,851 | $77,664,408 | +$313,557 | +0.41% | |
| Focus Partners Wealth | 0.08% | 223,425 | $74,048,766 | $74,349,026 | +$300,260 | +0.41% | |
| Callan Family Office, Llc | 1.42% | 219,190 | $72,645,265 | $72,939,747 | +$294,482 | +0.41% | |
| Cliffwater Llc | 10.67% | 129,315 | $42,858,353 | $43,032,088 | +$173,735 | +0.41% | |
| Raymond James Financial Inc | 0.01% | 113,987 | $37,778,092 | $37,931,397 | +$153,305 | +0.41% | |
| Gotham Asset Management, Llc | 0.09% | 110,567 | $36,644,779 | $36,793,325 | +$148,546 | +0.41% | |
| Aqr Capital Management Llc | 0.01% | 104,527 | $34,642,955 | $34,783,398 | +$140,443 | +0.41% | |
| Trustees Of Dartmouth College | 9.71% | 98,053 | $32,497,314 | $32,629,048 | +$131,734 | +0.41% | |
| Cerity Partners Llc | 0.04% | 97,663 | $32,367,854 | $32,499,268 | +$131,414 | +0.41% | |
| Diversified Trust Co | 0.43% | 80,244 | $26,595,182 | $26,702,756 | +$107,574 | +0.40% | |
| Lpl Financial Llc | 0.01% | 80,039 | $26,526,975 | $26,634,538 | +$107,563 | +0.41% | |
| Fund Evaluation Group, Llc | 0.68% | 75,890 | $25,151,919 | $25,253,877 | +$101,958 | +0.41% | |
| Sovereign Investment Advisors, Llc | 4.21% | 67,720 | $22,444,169 | $22,535,151 | +$90,982 | +0.41% | |
| Openarc Corporate Advisory, Llc | 0.24% | 62,991 | $21,133,637 | $20,961,484 | -$172,153 | -0.81% | |
| Pennington Partners & Co., Llc | 6.77% | 63,752 | $21,128,972 | $21,214,721 | +$85,749 | +0.41% | |
| Alphacore Capital Llc | 0.35% | 57,817 | $19,161,996 | $19,239,734 | +$77,738 | +0.41% | |
| Mml Investors Services, Llc | 0.04% | 57,435 | $19,035,578 | $19,112,616 | +$77,038 | +0.40% | |
| Diversified Portfolios, Inc. | 1.37% | 57,120 | $18,931,053 | $19,007,794 | +$76,741 | +0.41% | |
| Newedge Advisors, Llc | 0.05% | 53,773 | $17,821,612 | $17,894,014 | +$72,402 | +0.41% | |
| Mariner, Llc | 0.02% | 53,297 | $17,663,870 | $17,735,616 | +$71,746 | +0.41% | |
| Bank Of America Corp | 0.00% | 51,192 | $16,966,413 | $17,035,136 | +$68,723 | +0.41% | |
| Envestnet Asset Management Inc | 0.00% | 49,013 | $16,244,064 | $16,310,032 | +$65,968 | +0.41% | |
| Adirondack Trust Co | 4.11% | 39,193 | $13,149,239 | $13,042,235 | -$107,004 | -0.81% | |
| Jpmorgan Chase & Co | 0.00% | 36,494 | $11,993,754 | $12,144,090 | +$150,336 | +1.25% | |
| Commerce Bank | 0.05% | 31,827 | $10,548,295 | $10,591,055 | +$42,760 | +0.41% | |
| Beacon Pointe Advisors, Llc | 0.05% | 31,768 | $10,528,848 | $10,571,421 | +$42,573 | +0.40% | |
| Greenspring Advisors, Llc | 0.54% | 29,339 | $9,723,720 | $9,763,124 | +$39,404 | +0.41% | |
| Cwm, Llc | 0.02% | 32,551 | $9,360,957 | $10,831,980 | +$1,471,023 | +15.71% | |
| Bank Of New York Mellon Corp | 0.00% | 26,455 | $8,767,729 | $8,803,417 | +$35,688 | +0.41% | |
| Cetera Investment Advisers | 0.01% | 25,920 | $8,590,534 | $8,625,385 | +$34,851 | +0.41% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 30,893 | $7,928,506 | $10,280,248 | +$2,351,742 | +29.66% | |
| Pitcairn Wealth Advisors Llc | 0.86% | 23,750 | $7,871,367 | $7,903,276 | +$31,909 | +0.41% | |
| Ieq Capital, Llc | 0.04% | 23,505 | $7,790,169 | $7,821,747 | +$31,578 | +0.41% | |
| Rockefeller Capital Management L.P. | 0.01% | 22,397 | $7,423,047 | $7,453,038 | +$29,991 | +0.40% | |
| Prosperity Consulting Group, Llc | 0.28% | 22,052 | $7,308,606 | $7,338,233 | +$29,627 | +0.41% | |
| Pathstone Holdings, Llc | 0.03% | 24,509 | $7,048,268 | $8,155,848 | +$1,107,580 | +15.71% | |
| Glenmede Trust Co Na | 0.03% | 21,100 | $6,993,088 | $7,021,436 | +$28,348 | +0.41% | |
| Linscomb Wealth, Inc. | 0.27% | 18,939 | $6,277,028 | $6,302,322 | +$25,294 | +0.40% | |
| Captrust Financial Advisors | 0.01% | 17,737 | $5,878,631 | $5,902,333 | +$23,702 | +0.40% | |
| Stifel Financial Corp | 0.00% | 17,542 | $5,813,875 | $5,837,443 | +$23,568 | +0.41% | |
| Kestra Advisory Services, Llc | 0.02% | 16,650 | $5,585,974 | $5,540,612 | -$45,362 | -0.81% | |
| Commonwealth Equity Services, Llc | 0.01% | 15,043 | $5,046,820 | $5,005,852 | -$40,968 | -0.81% | |
| Wells Fargo & Company/Mn | 0.00% | 14,941 | $4,951,780 | $4,971,909 | +$20,129 | +0.41% | |
| Red Cedar Investment Management, Llc | 0.45% | 14,276 | $4,731,438 | $4,750,617 | +$19,179 | +0.41% | |
| Db Fitzpatrick & Co, Inc | 3.78% | 13,677 | $4,588,640 | $4,551,288 | -$37,352 | -0.81% |
Frequently asked questions about VTHR
Who are the largest institutional holders of VTHR?
The largest institutional holders of VTHR reported in the latest SEC Form 13F filings include Ameriprise Financial Inc, Morgan Stanley, Lincoln National Corp, Tompkins Financial Corp, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported VTHR position.
What is VTHR institutional ownership?
This page tracks VTHR positions reported by institutional investment managers through SEC Form 13F. VANGUARD RUSSELL 3000 (VTHR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VTHR?
InsiderSet currently tracks 240 institutional managers reporting VTHR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VTHR shareholders.
How much VTHR stock do institutions own?
Institutional investment managers disclosed approximately $1.83B in VTHR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VTHR institutional ownership last updated?
The latest VTHR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VTHR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VTHR position after the reporting date.
Are institutions buying or selling VTHR?
Institutional buying and selling can be analyzed by comparing VTHR positions across consecutive 13F reporting periods. InsiderSet's VTHR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VTHR ownership changes.
How has VTHR institutional ownership changed over time?
InsiderSet tracks VTHR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.