13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
VTHR

VANGUARD RUSSELL 3000 ETF

250 institutions still hold VANGUARD RUSSELL 3000 ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92206c599·250 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.7%
vs prior quarter
13F value held
$1.1B
66.0% inst. owned
of float
Holders
250
-54 QoQ
filers reporting
Activity
+52 / −56
+838 added · −693 reduced
this quarter
Concentration
15.66%
AMERIPRISE FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

250 institutions reported VTHR in Q1 2026. AMERIPRISE FINANCIAL INC leads at 15.7% of the visible book. -54 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AMERIPRISE FINANCIAL INC
CIK 0000820027
$176M611K0.04%Q1 202602
MORGAN STANLEY
CIK 0000895421
$147M510K0.01%Q1 202603
LINCOLN NATIONAL CORP
CIK 0000059558
$133M463K3.85%Q1 202604
TOMPKINS FINANCIAL CORP
CIK 0001005817
$86M299K6.86%Q1 202605
Focus Partners Wealth
CIK 0001542153
$70M237K0.08%Q4 202506
Callan Family Office, LLC
CIK 0001938970
$64M223K1.45%Q1 202607
GOLDMAN SACHS GROUP INC
CIK 0000886982
$63M220K0.01%Q1 202608
Cliffwater LLC
CIK 0001659851
$59M206K15.66%Q1 202609
UBS Group AG
CIK 0001610520
$56M196K0.01%Q1 202610
John S. & James L. Knight Foundation, Inc.
CIK 0002105032
$46M154K35.22%Q4 202511
Cerity Partners LLC
CIK 0001566475
$29M101K0.04%Q1 202612
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$26M90K0.01%Q1 202613
Fund Evaluation Group, LLC
CIK 0001356249
$25M87K0.77%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$24M84K0.01%Q1 202615
LPL Financial LLC
CIK 0001403438
$23M81K0.01%Q1 202616
Diversified Trust Co
CIK 0001479844
$23M80K0.43%Q1 202617
OpenArc Corporate Advisory, LLC
CIK 0002111345
$19M66K0.27%Q1 202618
PENNINGTON PARTNERS & CO., LLC
CIK 0001779355
$18M64K6.28%Q1 202619
HighTower Advisors, LLC
CIK 0001462245
$17M58K0.02%Q1 202620
Diversified Portfolios, Inc.
CIK 0001634212
$16M57K1.35%Q1 2026
Page 1 of 13
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