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Vanguard Russell 3000 ETF
VTHR

99 hedge funds and large institutions have $263M invested in Vanguard Russell 3000 ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

18% more funds holding

Funds holding: 84 → 99 (+15)

16% more capital invested

Capital invested by funds: $227M → $263M (+$36.2M)

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

0.41% more ownership

Funds ownership: 26.68% → 27.09% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
26
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$10.5M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$7.9M
3
Morgan Stanley
Morgan Stanley
New York
+$5.4M
4
TWM
Tolleson Wealth Management
Texas
+$3.02M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.92M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$7.87M
2
Bank of America
Bank of America
North Carolina
-$1.7M
3
PAG
Private Advisor Group
New Jersey
-$1.67M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.41M
5
CS
Credit Suisse
Switzerland
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFPM
26
Sensible Financial Planning & Management
Massachusetts
$1.92M -$542 -3 -0%
PP
27
Pegasus Partners
Wisconsin
$1.9M +$1.86M +10,283 New
Wells Fargo
28
Wells Fargo
California
$1.82M -$184K -1,019 -9%
IA
29
IFP Advisors
Florida
$1.61M +$34.3K +190 +2%
William Blair & Company
30
William Blair & Company
Illinois
$1.37M – – –
KAS
31
Kestra Advisory Services
Texas
$1.31M +$155K +856 +14%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.1M +$41.9K +232 +4%
WT
33
Whittier Trust
California
$1.03M – – –
BFPW
34
BOK Financial Private Wealth
Colorado
$981K – – –
JIC
35
Johnson Investment Counsel
Ohio
$887K – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$788K +$183K +1,011 +31%
RCM
37
Requisite Capital Management
Texas
$770K +$752K +4,164 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$759K +$27.5K +152 +4%
CFGS
39
Concourse Financial Group Securities
Alabama
$689K +$16.3K +90 +2%
MWA
40
MFA Wealth Advisors
Pennsylvania
$684K – – –
AWA
41
ARS Wealth Advisors
Florida
$682K -$69.6K -385 -9%
Creative Planning
42
Creative Planning
Kansas
$674K – – –
CS
43
Credit Suisse
Switzerland
$641K -$1.25M -6,900 -67%
LNC
44
Lincoln National Corp
Pennsylvania
$623K +$278K +1,536 +84%
PAG
45
Private Advisor Group
New Jersey
$606K -$1.67M -9,252 -74%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$606K -$670K -3,709 -53%
PCG
47
Private Capital Group
Connecticut
$605K – – –
RJA
48
Raymond James & Associates
Florida
$584K +$3.61K +20 +0.6%
AIA
49
Arbor Investment Advisors
North Carolina
$560K +$181 +1 +0%
IAIM
50
International Assets Investment Management
Florida
$537K +$238K +1,315 +78%
1
2
3 4 5

VTHR Hedge Fund Activity: Q1 2021 in Review

99 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q1 2021, worth a combined $263M — up 16% from $227M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VTHR positions and 5 closed out — a net gain of 15 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $10.5M. The largest seller was Ameriprise, cutting an estimated $7.87M.

  • 99 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q1 2021, up from 84 in Q4 2020.
  • Funds reported $263M of Vanguard Russell 3000 ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 3000 ETF positions in Q1 2021 and 5 closed out, a net change of +15 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q1 2021 was HighTower Advisors, an estimated $10.5M added.
  • The largest Vanguard Russell 3000 ETF seller in Q1 2021 was Ameriprise, an estimated $7.87M sold.

Based on aggregated 13F filings for Q1 2021.