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Vanguard Russell 3000 ETF
VTHR

84 hedge funds and large institutions have $227M invested in Vanguard Russell 3000 ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

29% more capital invested

Capital invested by funds: $176M → $227M (+$50.7M)

4% more funds holding

Funds holding: 81 → 84 (+3)

1.29% more ownership

Funds ownership: 25.38% → 26.68% (+1.3%)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
27
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$11.6M
2
EWA
EP Wealth Advisors
California
+$8.96M
3
RCIM
Red Cedar Investment Management
Michigan
+$3.72M
4
Morgan Stanley
Morgan Stanley
New York
+$3.58M
5
UBS Group
UBS Group
Switzerland
+$3.2M

Top Sellers

1
BRWM
B. Riley Wealth Management
Tennessee
-$7.59M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.97M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.87M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$894K
5
US Bancorp
US Bancorp
Minnesota
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$1.41M +$1.08M +6,594 +442%
William Blair & Company
27
William Blair & Company
Illinois
$1.29M – – –
Fidelity Investments
28
Fidelity Investments
Massachusetts
$1.22M +$1.13M +6,925 +11,542%
KAS
29
Kestra Advisory Services
Texas
$1.08M +$1M +6,121 +6,121%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1M -$85.2K -521 -8%
WT
31
Whittier Trust
California
$966K – – –
BFPW
32
BOK Financial Private Wealth
Colorado
$924K -$188K -1,153 -18%
JIC
33
Johnson Investment Counsel
Ohio
$836K – – –
AWA
34
ARS Wealth Advisors
Florida
$710K -$23.4K -143 -3%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$689K -$45K -275 -6%
MWA
36
MFA Wealth Advisors
Pennsylvania
$644K – – –
Creative Planning
37
Creative Planning
Kansas
$635K -$2.94K -18 -0.5%
CFGS
38
Concourse Financial Group Securities
Alabama
$633K +$594K +3,636 New
PCG
39
Private Capital Group
Connecticut
$570K – – –
Osaic Holdings
40
Osaic Holdings
Arizona
$564K -$13.9K -85 -3%
RJA
41
Raymond James & Associates
Florida
$547K +$52.2K +319 +11%
AIA
42
Arbor Investment Advisors
North Carolina
$527K -$13.7K -84 -3%
MML Investors Services
43
MML Investors Services
Massachusetts
$472K +$25.5K +156 +6%
HA
44
HC Advisors
Georgia
$444K – – –
SB
45
Simmons Bank
Arkansas
$426K -$2.45K -15 -0.6%
FNBOO
46
First National Bank of Omaha
Nebraska
$364K – – –
WSFS
47
Wilmington Savings Fund Society
Delaware
$352K – – –
CAM
48
Cozad Asset Management
Illinois
$332K – – –
KFGK
49
Keystone Financial Group (Kentucky)
Kentucky
$326K – – –
LNC
50
Lincoln National Corp
Pennsylvania
$319K +$77.3K +473 +35%
1
2
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VTHR Hedge Fund Activity: Q4 2020 in Review

84 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2020, worth a combined $227M — up 29% from $176M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VTHR positions and 7 closed out — a net gain of 3 holders — while 27 added to existing stakes and 17 trimmed.

The largest buyer was Ameriprise, adding an estimated $11.6M. The largest seller was B. Riley Wealth Management, exiting entirely with an estimated $7.59M sold.

  • 84 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2020, up from 81 in Q3 2020.
  • Funds reported $227M of Vanguard Russell 3000 ETF stock for Q4 2020, up 29% quarter-over-quarter.
  • 10 funds opened new Vanguard Russell 3000 ETF positions in Q4 2020 and 7 closed out, a net change of +3 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2020 was Ameriprise, an estimated $11.6M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2020 was B. Riley Wealth Management, an estimated $7.59M sold.

Based on aggregated 13F filings for Q4 2020.