We are live on ! Find out more
VTHR icon

Vanguard Russell 3000 ETF

47 hedge funds and large institutions have $73.6M invested in Vanguard Russell 3000 ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $66.5M → $73.6M (+$7.13M)

1.19% more ownership

Funds ownership: 22.24%23.43% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

2% less funds holding

Funds holding: 4847 (-1)

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
12
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$435K
SB
27
Simmons Bank
Arkansas
$312K +$307K +2,873 New
CCM
28
Catawba Capital Management
Virginia
$310K +$65.3K +610 +27%
VF
29
Virtu Financial
New York
$300K +$295K +2,759 New
GAG
30
GM Advisory Group
New York
$287K
CAN
31
Cetera Advisor Networks
California
$275K -$83.9K -784 -24%
FNBOO
32
First National Bank of Omaha
Nebraska
$227K -$24.4K -228 -10%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$170K +$52.4K +490 +46%
CAL
34
Capital Advisors Ltd
Ohio
$143K
CCM
35
Cribstone Capital Management
Maine
$134K -$18.4K -172 -12%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$71K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$41K +$25.1K +235 +168%
JFA
38
JNBA Financial Advisors
Minnesota
$30K
Citigroup
39
Citigroup
New York
$26K
GWM
40
Geneos Wealth Management
Colorado
$25K
TRCT
41
Tower Research Capital (TRC)
New York
$16K +$15.4K +144 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$15K -$55.8K -521 -79%
IA
43
IFP Advisors
Florida
$11K
IIC
44
Integrated Investment Consultants
Michigan
$8K
ST
45
Smithfield Trust
Pennsylvania
$6K
BlackRock
46
BlackRock
New York
$3K
Jane Street
47
Jane Street
New York
-$3.27M -31,724 Closed
DWT
48
Dorsey & Whitney Trust
South Dakota
-$1.75M -16,964 Closed
CS
49
Credit Suisse
Switzerland
-$775K -7,508 Closed
FAAS
50
First Allied Advisory Services
California
-$352K -3,406 Closed

VTHR Hedge Fund Activity: Q1 2017 in Review

47 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q1 2017, worth a combined $73.6M — up 11% from $66.5M a quarter earlier.

Fund positioning in VTHR was balanced in Q1 2017: 6 funds opened new positions, 6 closed out, 12 added to existing stakes and 12 trimmed.

The largest buyer was ARS Wealth Advisors, opening a new position worth an estimated $3.83M. The largest seller was Jane Street, exiting entirely with an estimated $3.27M sold.

  • 47 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q1 2017, down from 48 in Q4 2016.
  • Funds reported $73.6M of Vanguard Russell 3000 ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 6 funds opened new Vanguard Russell 3000 ETF positions in Q1 2017 and 6 closed out, a net change of 0 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q1 2017 was ARS Wealth Advisors, an estimated $3.83M added.
  • The largest Vanguard Russell 3000 ETF seller in Q1 2017 was Jane Street, an estimated $3.27M sold.

Based on aggregated 13F filings for Q1 2017.