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Vanguard Russell 3000 ETF
VTHR

64 hedge funds and large institutions have $103M invested in Vanguard Russell 3000 ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $88.8M → $103M (+$14.6M)

3% more funds holding

Funds holding: 62 → 64 (+2)

0.3% less ownership

Funds ownership: 24.08% → 23.78% (-0.3%)

46% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 24

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
13
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$9.35M
2
Bank of America
Bank of America
North Carolina
+$7.74M
3
Ameriprise
Ameriprise
Minnesota
+$4.15M
4
UCFA
United Capital Financial Advisors
Texas
+$505K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$365K

Top Sellers

Rank Fund Capital Flow
1
P
Pitcairn
Pennsylvania
-$7.37M
2
Jane Street
Jane Street
New York
-$2.55M
3
SCM
Sterling Capital Management
North Carolina
-$1.95M
4
GVAG
Great Valley Advisor Group
Delaware
-$1.76M
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$764K – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$751K -$427K -3,431 -37%
WT
28
Whittier Trust
California
$718K – – –
JIC
29
Johnson Investment Counsel
Ohio
$621K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$547K +$365K +2,931 +228%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$500K -$159K -1,280 -25%
MWA
32
MFA Wealth Advisors
Pennsylvania
$479K – – –
MFW
33
Mosaic Family Wealth
Missouri
$476K – – –
PCG
34
Private Capital Group
Connecticut
$424K – – –
CAN
35
Cetera Advisor Networks
California
$391K – – –
SB
36
Simmons Bank
Arkansas
$360K -$6.23K -50 -2%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$353K -$925K -7,430 -73%
Creative Planning
38
Creative Planning
Kansas
$342K +$11.2K +90 +4%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$329K +$88.1K +707 +39%
AIM
40
Axiom Investment Management
New York
$302K -$280K -2,250 -49%
SIG
41
Sargent Investment Group
Maryland
$296K -$189K -1,515 -40%
VF
42
Virtu Financial
New York
$282K -$472K -3,791 -64%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$280K +$374 +3 +0.1%
FNBOO
44
First National Bank of Omaha
Nebraska
$270K – – –
WSFS
45
Wilmington Savings Fund Society
Delaware
$206K +$198K +1,590 New
BJL
46
Brighton Jones LLC
Washington
$206K +$199K +1,594 New
AG
47
Advisor Group
Arizona
$180K +$125K +1,002 +260%
CAL
48
Capital Advisors Ltd
Ohio
$170K – – –
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$123K – – –
RCAG
50
Rehmann Capital Advisory Group
Michigan
$117K +$113K +904 New
1
2
3

VTHR Hedge Fund Activity: Q1 2019 in Review

64 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q1 2019, worth a combined $103M — up 16% from $88.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VTHR positions and 6 closed out — a net gain of 2 holders — while 13 added to existing stakes and 24 trimmed.

The largest buyer was Barclays, opening a new position worth an estimated $9.35M. The largest seller was Pitcairn, cutting an estimated $7.37M.

  • 64 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q1 2019, up from 62 in Q4 2018.
  • Funds reported $103M of Vanguard Russell 3000 ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 8 funds opened new Vanguard Russell 3000 ETF positions in Q1 2019 and 6 closed out, a net change of +2 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q1 2019 was Barclays, an estimated $9.35M added.
  • The largest Vanguard Russell 3000 ETF seller in Q1 2019 was Pitcairn, an estimated $7.37M sold.

Based on aggregated 13F filings for Q1 2019.