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Vanguard Russell 3000 ETF

57 hedge funds and large institutions have $74.9M invested in Vanguard Russell 3000 ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

6% more capital invested

Capital invested by funds: $70.9M → $74.9M (+$4M)

2% more funds holding

Funds holding: 5657 (+1)

0.71% more ownership

Funds ownership: 20.12%20.84% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
11
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
26
MFA Wealth Advisors
Pennsylvania
$487K
Ameriprise
27
Ameriprise
Minnesota
$481K +$476K +3,823 New
PAG
28
Private Advisor Group
New Jersey
$476K -$401K -3,214 -46%
PCG
29
Private Capital Group
Connecticut
$474K
MFW
30
Mosaic Family Wealth
Missouri
$463K
Creative Planning
31
Creative Planning
Kansas
$430K -$2.49K -20 -0.6%
CCM
32
Catawba Capital Management
Virginia
$426K
SB
33
Simmons Bank
Arkansas
$351K -$498 -4 -0.1%
CWM
34
Cornerstone Wealth Management
Missouri
$340K +$5.31M +42,617 New
CS
35
Credit Suisse
Switzerland
$312K +$310K +2,484 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$304K -$125 -1 -0%
GAG
37
GM Advisory Group
New York
$278K -$1.25K -10 -0.5%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$271K
FNBOO
39
First National Bank of Omaha
Nebraska
$263K
JMPWA
40
JP Morgan Private Wealth Advisors
California
$211K +$209K +1,679 New
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$194K
CAL
42
Capital Advisors Ltd
Ohio
$165K
JCM
43
Jacobi Capital Management
Pennsylvania
$135K +$49K +393 +58%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$110K +$66.7K +535 +156%
CCM
45
Cribstone Capital Management
Maine
$101K -$2.49K -20 -2%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$101K
ADL
47
Asset Dedication LLC
California
$76K +$75.3K +604 New
IA
48
IFP Advisors
Florida
$75K +$61.6K +494 +480%
GWM
49
Geneos Wealth Management
Colorado
$29K
CAL
50
Capital Analysts LLC
Pennsylvania
$19K