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Vanguard Russell 3000 ETF
VTHR

81 hedge funds and large institutions have $176M invested in Vanguard Russell 3000 ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

28% more capital invested

Capital invested by funds: $137M → $176M (+$38.5M)

8% more funds holding

Funds holding: 75 → 81 (+6)

1.36% more ownership

Funds ownership: 24.02% → 25.38% (+1.4%)

46% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 28

Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
15
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
C
Cliffwater
California
+$15.3M
2
Ameriprise
Ameriprise
Minnesota
+$14.6M
3
BRWM
B. Riley Wealth Management
Tennessee
+$7.5M
4
DT
Diversified Trust
Tennessee
+$2.62M
5
Bank of America
Bank of America
North Carolina
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.41M
3
TRCT
Tower Research Capital (TRC)
New York
-$1.73M
4
Jane Street
Jane Street
New York
-$1.18M
5
Northern Trust
Northern Trust
Illinois
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
26
BOK Financial Private Wealth
Colorado
$983K -$95.9K -638 -9%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$953K +$107K +709 +13%
KAS
28
Kestra Advisory Services
Texas
$908K +$15K +100 New
IA
29
IFP Advisors
Florida
$893K -$6.76K -45 -0.8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$859K -$7.8M -51,914 -90%
WT
31
Whittier Trust
California
$845K – – –
UBS Group
32
UBS Group
Switzerland
$806K +$7.66K +51 +1%
JIC
33
Johnson Investment Counsel
Ohio
$731K – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$644K +$39.7K +264 +7%
AWA
35
ARS Wealth Advisors
Florida
$642K -$59.8K -398 -9%
MWA
36
MFA Wealth Advisors
Pennsylvania
$563K – – –
Creative Planning
37
Creative Planning
Kansas
$558K +$551K +3,665 New
PCG
38
Private Capital Group
Connecticut
$499K – – –
Osaic Holdings
39
Osaic Holdings
Arizona
$495K -$40.7K -271 -8%
AIA
40
Arbor Investment Advisors
North Carolina
$474K -$11.7K -78 -2%
RJA
41
Raymond James & Associates
Florida
$430K -$1.65K -11 -0.4%
MML Investors Services
42
MML Investors Services
Massachusetts
$389K -$7.21K -48 -2%
HA
43
HC Advisors
Georgia
$388K – – –
SB
44
Simmons Bank
Arkansas
$375K -$19.5K -130 -5%
FNBOO
45
First National Bank of Omaha
Nebraska
$318K – – –
WSFS
46
Wilmington Savings Fund Society
Delaware
$308K +$45.2K +301 +18%
US Bancorp
47
US Bancorp
Minnesota
$292K -$39.1K -260 -12%
CAM
48
Cozad Asset Management
Illinois
$290K – – –
KFGK
49
Keystone Financial Group (Kentucky)
Kentucky
$285K – – –
SIG
50
Sargent Investment Group
Maryland
$269K – – –
1
2
3 4

VTHR Hedge Fund Activity: Q3 2020 in Review

81 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2020, worth a combined $176M — up 28% from $137M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VTHR positions and 5 closed out — a net gain of 6 holders — while 15 added to existing stakes and 28 trimmed.

The largest buyer was Cliffwater, opening a new position worth an estimated $15.3M. The largest seller was Royal Bank of Canada, cutting an estimated $7.8M.

  • 81 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2020, up from 75 in Q2 2020.
  • Funds reported $176M of Vanguard Russell 3000 ETF stock for Q3 2020, up 28% quarter-over-quarter.
  • 11 funds opened new Vanguard Russell 3000 ETF positions in Q3 2020 and 5 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q3 2020 was Cliffwater, an estimated $15.3M added.
  • The largest Vanguard Russell 3000 ETF seller in Q3 2020 was Royal Bank of Canada, an estimated $7.8M sold.

Based on aggregated 13F filings for Q3 2020.