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Vanguard Russell 3000 ETF
VTHR

75 hedge funds and large institutions have $137M invested in Vanguard Russell 3000 ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

39% more capital invested

Capital invested by funds: $98.9M → $137M (+$38.5M)

6% more funds holding

Funds holding: 71 → 75 (+4)

1.86% more ownership

Funds ownership: 22.16% → 24.02% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
18
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$10.8M
2
DT
Diversified Trust
Tennessee
+$9.81M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.81M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.54M
5
TRCT
Tower Research Capital (TRC)
New York
+$968K

Top Sellers

1
BRWM
B. Riley Wealth Management
Tennessee
-$5.73M
2
Goldman Sachs
Goldman Sachs
New York
-$2.5M
3
Bank of America
Bank of America
North Carolina
-$1.71M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.22M
5
Jane Street
Jane Street
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$1.08M – – –
Northern Trust
27
Northern Trust
Illinois
$1.04M +$179K +1,360 +22%
BFPW
28
BOK Financial Private Wealth
Colorado
$993K +$198K +1,500 +27%
IA
29
IFP Advisors
Florida
$814K -$153K -1,162 -16%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$777K +$76.2K +578 +12%
WT
31
Whittier Trust
California
$776K – – –
UBS Group
32
UBS Group
Switzerland
$734K -$165K -1,252 -19%
JIC
33
Johnson Investment Counsel
Ohio
$671K – – –
AWA
34
ARS Wealth Advisors
Florida
$646K -$44.7K -339 -7%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$555K -$1.22M -9,256 -70%
MWA
36
MFA Wealth Advisors
Pennsylvania
$518K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$503K -$289K -2,193 -38%
PCG
38
Private Capital Group
Connecticut
$458K – – –
AIA
39
Arbor Investment Advisors
North Carolina
$446K +$72.1K +547 +21%
RJA
40
Raymond James & Associates
Florida
$396K -$13.2K -100 -3%
MML Investors Services
41
MML Investors Services
Massachusetts
$364K +$343K +2,605 New
SB
42
Simmons Bank
Arkansas
$362K – – –
HA
43
HC Advisors
Georgia
$357K +$336K +2,550 New
US Bancorp
44
US Bancorp
Minnesota
$305K – – –
FNBOO
45
First National Bank of Omaha
Nebraska
$292K – – –
IAIM
46
International Assets Investment Management
Florida
$290K – – –
AWM
47
AE Wealth Management
Kansas
$268K +$7.38K +56 +3%
CAM
48
Cozad Asset Management
Illinois
$266K +$251K +1,905 New
SS
49
Simplicity Solutions
Minnesota
$263K +$7.38K +56 +3%
KFGK
50
Keystone Financial Group (Kentucky)
Kentucky
$262K – – –
1
2
3 4

VTHR Hedge Fund Activity: Q2 2020 in Review

75 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q2 2020, worth a combined $137M — up 39% from $98.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VTHR positions and 6 closed out — a net gain of 4 holders — while 18 added to existing stakes and 23 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.8M. The largest seller was B. Riley Wealth Management, exiting entirely with an estimated $5.73M sold.

  • 75 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q2 2020, up from 71 in Q1 2020.
  • Funds reported $137M of Vanguard Russell 3000 ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 10 funds opened new Vanguard Russell 3000 ETF positions in Q2 2020 and 6 closed out, a net change of +4 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q2 2020 was Ameriprise, an estimated $10.8M added.
  • The largest Vanguard Russell 3000 ETF seller in Q2 2020 was B. Riley Wealth Management, an estimated $5.73M sold.

Based on aggregated 13F filings for Q2 2020.