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Vanguard Russell 3000 ETF
VTHR

120 hedge funds and large institutions have $399M invested in Vanguard Russell 3000 ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

75% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 24

10% more funds holding

Funds holding: 109 → 120 (+11)

4% more capital invested

Capital invested by funds: $383M → $399M (+$15.1M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

6.95% less ownership

Funds ownership: 39.78% → 32.84% (-6.9%)

Holders
120
Holders Change
+11
Holders Change %
+10.09%
% of All Funds
1.89%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
20
Increased
42
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$18.8M
2
WIA
World Investment Advisors
California
+$10.2M
3
PPA
Parametric Portfolio Associates
Washington
+$9.24M
4
GRP
Global Retirement Partners
California
+$7.95M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$6.32M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$12.8M
2
SAM
Silverhawk Asset Management
Arizona
-$7.14M
3
CTC
Central Trust Company
Missouri
-$5.49M
4
HighTower Advisors
HighTower Advisors
Illinois
-$4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
26
Tolleson Wealth Management
Texas
$3.41M – – –
KAS
27
Kestra Advisory Services
Texas
$2.92M +$271K +1,348 +10%
DFC
28
DB Fitzpatrick & Co
Idaho
$2.81M +$13.9K +69 +0.5%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$2.74M -$54.9K -273 -2%
PP
30
Pegasus Partners
Wisconsin
$2.67M -$128K -638 -5%
WFA
31
Websterrogers Financial Advisors
South Carolina
$2.6M +$2.56M +12,722 New
SWA
32
Stratos Wealth Advisors
Ohio
$2.44M -$98.6K -490 -4%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$2.44M -$69.8K -347 -3%
SFPM
34
Sensible Financial Planning & Management
Massachusetts
$2.41M – – –
Neuberger Berman Group
35
Neuberger Berman Group
New York
$2.3M – – –
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$2.3M +$4.22K +21 +0.2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$2.13M -$2.36M -11,729 -53%
FTUS
38
Flow Traders U.S.
New York
$2.13M +$2.1M +10,430 New
PSP
39
Principal Street Partners
Tennessee
$2M +$1.14M +5,658 +136%
UCFA
40
United Capital Financial Advisors
Texas
$1.96M -$136K -678 -7%
CCM
41
Coldstream Capital Management
Washington
$1.78M +$1.76M +8,741 New
MML Investors Services
42
MML Investors Services
Massachusetts
$1.71M +$1.2M +5,960 +248%
Goldman Sachs
43
Goldman Sachs
New York
$1.61M -$521K -2,591 -25%
William Blair & Company
44
William Blair & Company
Illinois
$1.42M – – –
OA
45
Operose Advisors
Wisconsin
$1.37M +$2.41K +12 +0.2%
Wells Fargo
46
Wells Fargo
California
$1.2M +$11.7K +58 +1%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.13M -$12.8M -63,386 -92%
WT
48
Whittier Trust
California
$1.13M – – –
Osaic Holdings
49
Osaic Holdings
Arizona
$1.11M +$116K +575 +11%
BFPW
50
BOK Financial Private Wealth
Colorado
$1.08M – – –
1
2
3 4 5

VTHR Hedge Fund Activity: Q1 2022 in Review

120 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q1 2022, worth a combined $399M — up 3.9% from $383M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VTHR positions and 8 closed out — a net gain of 12 holders — while 42 added to existing stakes and 24 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $18.8M. The largest seller was Commonwealth Equity Services, cutting an estimated $12.8M.

  • 120 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q1 2022, up from 109 in Q4 2021.
  • Funds reported $399M of Vanguard Russell 3000 ETF stock for Q1 2022, up 3.9% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 3000 ETF positions in Q1 2022 and 8 closed out, a net change of +12 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q1 2022 was Cerity Partners, an estimated $18.8M added.
  • The largest Vanguard Russell 3000 ETF seller in Q1 2022 was Commonwealth Equity Services, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2022.