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Vanguard Russell 3000 ETF
VTHR

103 hedge funds and large institutions have $307M invested in Vanguard Russell 3000 ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

3% less capital invested

Capital invested by funds: $317M → $307M (-$10.5M)

1.5% less ownership

Funds ownership: 29.29% → 27.79% (-1.5%)

4% less funds holding

Funds holding: 107 → 103 (-4)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
30
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CTC
Central Trust Company
Missouri
+$4.23M
2
JP Morgan Chase
JP Morgan Chase
New York
+$2.47M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.43M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.03M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.26M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$8.79M
2
Jane Street
Jane Street
New York
-$4.9M
3
HighTower Advisors
HighTower Advisors
Illinois
-$3.63M
4
UBS Group
UBS Group
Switzerland
-$1.63M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$2.37M – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.36M -$85.5K -420 -3%
Citadel Advisors
28
Citadel Advisors
Florida
$2.29M +$2.03M +9,962 +626%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$2.24M -$1.2M -5,880 -34%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$2.22M +$4.68K +23 +0.2%
UCFA
31
United Capital Financial Advisors
Texas
$2.08M – – –
SWA
32
Stratos Wealth Advisors
Ohio
$2.06M +$615K +3,021 +41%
SFPM
33
Sensible Financial Planning & Management
Massachusetts
$2.06M – – –
KAS
34
Kestra Advisory Services
Texas
$2.06M +$562K +2,759 +36%
IA
35
IFP Advisors
Florida
$1.67M -$13.6K -67 -0.8%
William Blair & Company
36
William Blair & Company
Illinois
$1.41M – – –
CFGS
37
Concourse Financial Group Securities
Alabama
$1.13M +$343K +1,684 +42%
WT
38
Whittier Trust
California
$1.1M – – –
BFPW
39
BOK Financial Private Wealth
Colorado
$1.05M – – –
1WM
40
1900 Wealth Management
Texas
$997K – – –
JIC
41
Johnson Investment Counsel
Ohio
$954K – – –
Osaic Holdings
42
Osaic Holdings
Arizona
$948K -$8.14K -40 -0.8%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$852K -$292K -1,433 -25%
SFSG
44
Sound Financial Strategies Group
Mississippi
$768K -$454K -2,229 -36%
Creative Planning
45
Creative Planning
Kansas
$746K +$24.6K +121 +3%
MWA
46
MFA Wealth Advisors
Pennsylvania
$733K – – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
$720K – – –
LNC
48
Lincoln National Corp
Pennsylvania
$714K +$23.2K +114 +3%
TRCT
49
Tower Research Capital (TRC)
New York
$684K -$530K -2,603 -43%
AWAG
50
ARS Wealth Advisors Group
Florida
$671K +$690K +3,390 New
1
2
3 4 5

VTHR Hedge Fund Activity: Q3 2021 in Review

103 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2021, worth a combined $307M — down 3.3% from $317M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of VTHR and 4 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 30 added.

The largest buyer was Central Trust Company, adding an estimated $4.23M. The largest seller was Ameriprise, cutting an estimated $8.79M.

  • 103 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2021, down from 107 in Q2 2021.
  • Funds reported $307M of Vanguard Russell 3000 ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 4 funds opened new Vanguard Russell 3000 ETF positions in Q3 2021 and 6 closed out, a net change of -2 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q3 2021 was Central Trust Company, an estimated $4.23M added.
  • The largest Vanguard Russell 3000 ETF seller in Q3 2021 was Ameriprise, an estimated $8.79M sold.

Based on aggregated 13F filings for Q3 2021.