§ EQUITY
USDVTHR
VANGUARD RUSSELL 3000
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
99 increased/new, 71 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 611K | n/a | +10% |
| Morgan Stanley | 510K | 0.0% | n/a |
| LINCOLN NATIONAL CORP | 463K | 3.9% | +1% |
| TOMPKINS FINANCIAL CORP | 299K | 6.9% | +7% |
| Focus Partners Wealth | 232K | 0.1% | −2% |
| Callan Family Office, LLC | 223K | 1.5% | −3% |
◇ AC INTELLIGENCE
Top institutional owners for VTHR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER65.9% · 195 holders
DEALER / BANK22.2% · 25 holders
QUALITY / COMPOUNDER11.9% · 5 holders
INCOME / DEFENSIVE0.0% · 2 holders
SYSTEMATIC / QUANT0.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for VTHR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention VTHR yet.