Public ownership evidence

Vanguard Russell 3000 ETF (VTHR) Ownership Disclosures

Read VTHR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Vanguard Russell 3000 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Dakota Wealth Management
Report period
2025-12-31
Available
2026-08-27
Reported shares
3,893
Value (USD)
$1,169,239
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001951757-26-001604
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VTHR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VTHR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Dakota Wealth Management2025-12-312026-08-273,893$1,169,239None
Dakota Wealth Management2026-03-312026-08-274,071$1,170,653None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-203,057$1,013,376None
Beacon Pointe Advisors, LLC2026-06-302026-08-1931,768$10,528,848None
JDM Financial Group LLC2026-06-302026-08-1959$19,554None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-153,715$1,231,119None
Advyzon Investment Management, LLC2026-06-302026-08-15700$231,998None
Sovereign Investment Advisors, LLC2026-06-302026-08-1567,720$22,444,169None
Qube Research & Technologies Ltd2026-06-302026-08-1590$29,828None
OSAIC HOLDINGS, INC.2026-06-302026-08-1599$32,811None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,329$1,766,859None
Betterment LLC2026-06-302026-08-15752$249,000None
HRT FINANCIAL LP2026-06-302026-08-157,532$2,496,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-157,911$2,621,911None
Gotham Asset Management, LLC2026-06-302026-08-15110,567$36,644,779None
Waverly Advisors, LLC2026-06-302026-08-158,925$2,957,977None
&PARTNERS2026-06-302026-08-15657$217,747None
Financial Engines Advisors L.L.C.2026-06-302026-08-1511,196$3,710,645None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15789$255,847None
AMERIPRISE FINANCIAL INC2026-06-302026-08-158$2,651None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15362,174$120,047,222None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15270,368$89,606,985None
MAI Capital Management2026-06-302026-08-153,582$1,187,168None
Pinnacle Financial Partners, Inc.2026-06-302026-08-15907$300,924None
Cerity Partners LLC2026-06-302026-08-1528,566$9,467,375None
Cerity Partners LLC2026-06-302026-08-1569,097$22,900,479None
Cresset Asset Management, LLC2026-06-302026-08-154,165$1,380,328None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15101,763$33,726,894None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-152,764$916,061None
ROYAL BANK OF CANADA2026-06-302026-08-15100$33,000None
ROYAL BANK OF CANADA2026-06-302026-08-1584$28,000None
ROYAL BANK OF CANADA2026-06-302026-08-158,229$2,727,000None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-151,616$535,584None
PENNINGTON PARTNERS & CO., LLC2026-06-302026-08-1563,752$21,128,972None
Calydon Capital2026-06-302026-08-152,624$869,662None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-151,278$423,563None
Coastline Trust Co2026-06-302026-08-1510,852$3,596,635None
World Investment Advisors2026-06-302026-08-154,654$1,358,895None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1520,830$6,903,604None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1540,889$13,551,678None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15218,254$72,335,050None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,060$351,312None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1572,453$24,012,651None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1540,474$13,414,129None
COZAD ASSET MANAGEMENT INC2026-06-302026-08-152,356$780,707None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1513,355$4,426,138None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,586$525,642None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1537,695$12,493,103None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1513,497$4,473,310None
Ariadne Wealth Management, LP2026-06-302026-08-14698$231,239None

90-day public filing window, up to 50 source positions.

Dakota Wealth Management ↗Dakota Wealth Management ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗JDM Financial Group LLC ↗SHELTON CAPITAL MANAGEMENT ↗Advyzon Investment Management, LLC ↗Sovereign Investment Advisors, LLC ↗Qube Research & Technologies Ltd ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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