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Vanguard Russell 3000 ETF
VTHR

73 hedge funds and large institutions have $122M invested in Vanguard Russell 3000 ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

12% more capital invested

Capital invested by funds: $109M → $122M (+$13.4M)

11% more funds holding

Funds holding: 66 → 73 (+7)

1.95% more ownership

Funds ownership: 23.09% → 25.04% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
24
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$2.69M
2
IAA
Independent Advisor Alliance
North Carolina
+$2.45M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.79M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$1.42M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.29M
2
Bank of America
Bank of America
North Carolina
-$2.65M
3
VF
Virtu Financial
New York
-$1.1M
4
MA
Mutual Advisors
Nebraska
-$399K
5
ATC
Adirondack Trust Company
New York
-$370K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$1M -$280 -2 -0%
Northern Trust
27
Northern Trust
Illinois
$886K – – –
Citigroup
28
Citigroup
New York
$864K – – –
WT
29
Whittier Trust
California
$812K – – –
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$748K +$369K +2,636 +107%
JIC
31
Johnson Investment Counsel
Ohio
$703K – – –
KF
32
Krilogy Financial
Missouri
$644K +$616K +4,399 New
MWA
33
MFA Wealth Advisors
Pennsylvania
$542K – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$536K -$7.42K -53 -1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$480K -$120K -858 -21%
PCG
36
Private Capital Group
Connecticut
$479K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$438K +$6.44K +46 +2%
AG
38
Advisor Group
Arizona
$419K +$251K +1,796 +169%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$395K -$44.7K -319 -11%
SB
40
Simmons Bank
Arkansas
$387K -$6.3K -45 -2%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$355K +$24.1K +172 +6%
RJA
42
Raymond James & Associates
Florida
$322K +$97.3K +695 +46%
US Bancorp
43
US Bancorp
Minnesota
$319K – – –
SIG
44
Sargent Investment Group
Maryland
$307K -$26.6K -190 -8%
FNBOO
45
First National Bank of Omaha
Nebraska
$306K – – –
VF
46
Virtu Financial
New York
$292K -$1.1M -7,868 -80%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$287K +$140 +1 +0.1%
MFW
48
Mosaic Family Wealth
Missouri
$275K – – –
KFGK
49
Keystone Financial Group (Kentucky)
Kentucky
$275K +$262K +1,875 New
AWM
50
AE Wealth Management
Kansas
$257K +$246K +1,756 New
1
2
3 4

VTHR Hedge Fund Activity: Q4 2019 in Review

73 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2019, worth a combined $122M — up 12% from $109M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VTHR positions and 4 closed out — a net gain of 8 holders — while 24 added to existing stakes and 15 trimmed.

The largest buyer was Credit Suisse, adding an estimated $2.69M. The largest seller was Jane Street, exiting entirely with an estimated $3.29M sold.

  • 73 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2019, up from 66 in Q3 2019.
  • Funds reported $122M of Vanguard Russell 3000 ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 12 funds opened new Vanguard Russell 3000 ETF positions in Q4 2019 and 4 closed out, a net change of +8 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2019 was Credit Suisse, an estimated $2.69M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2019 was Jane Street, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2019.