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Vanguard Russell 3000 ETF

233 hedge funds and large institutions have $1.51B invested in Vanguard Russell 3000 ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

32% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 59

1% more funds holding

Funds holding: 231233 (+2)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less capital invested

Capital invested by funds: $1.51B → $1.51B (-$2.82M)

0.51% less ownership

Funds ownership: 39.42%38.91% (-0.51%)

Holders
233
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
2.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
23
Increased
78
Reduced
59
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$176M +$17.4M +57,873 +10%
Morgan Stanley
2
Morgan Stanley
New York
$147M +$22.2M +73,843 +17%
LNC
3
Lincoln National Corp
Pennsylvania
$133M +$1.41M +4,681 +1%
TF
4
Tompkins Financial
New York
$86.1M +$6.07M +20,200 +7%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$66.7M -$1.66M -5,509 -2%
CFO
6
Callan Family Office
Pennsylvania
$64M -$1.86M -6,182 -3%
Goldman Sachs
7
Goldman Sachs
New York
$63.4M +$41.7M +138,713 +170%
C
8
Cliffwater
California
$59.1M
UBS Group
9
UBS Group
Switzerland
$56.3M +$44.8M +149,157 +319%
Cerity Partners
10
Cerity Partners
New York
$29M +$2.33M +7,760 +8%
AQR Capital Management
11
AQR Capital Management
Connecticut
$26M -$4.9M -16,294 -15%
FEG
12
Fund Evaluation Group
Ohio
$25.1M +$24.9K +83 +0.1%
Raymond James Financial
13
Raymond James Financial
Florida
$24.2M -$782K -2,601 -3%
LPL Financial
14
LPL Financial
California
$23.2M -$742K -2,467 -3%
DT
15
Diversified Trust
Tennessee
$23.1M +$5.11K +17 +0%
OCA
16
OpenArc Corporate Advisory
Georgia
$19.1M -$113K -376 -0.6%
PPC
17
Pennington Partners & Co
Maryland
$18.3M +$5.37M +17,870 +39%
HighTower Advisors
18
HighTower Advisors
Illinois
$16.8M -$2.13M -7,079 -11%
DPI
19
Diversified Portfolios Inc
Michigan
$16.4M +$1.1M +3,650 +7%
GAM
20
Gotham Asset Management
New York
$15.2M +$2.83M +9,408 +22%
Bank of America
21
Bank of America
North Carolina
$14.9M -$12.2M -40,741 -44%
NA
22
NewEdge Advisors
Louisiana
$14.5M -$635K -2,113 -4%
AC
23
AlphaCore Capital
California
$13.7M +$3.31M +11,013 +30%
Mariner
24
Mariner
Kansas
$13.6M -$7.9M -26,290 -36%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$13.2M +$6.38M +21,241 +86%