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Vanguard Russell 3000 ETF

123 hedge funds and large institutions have $394M invested in Vanguard Russell 3000 ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

6% more capital invested

Capital invested by funds: $371M → $394M (+$23.4M)

1.34% more ownership

Funds ownership: 34.5%35.84% (+1.3%)

1% more funds holding

Funds holding: 122123 (+1)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
2.12%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
13
Increased
43
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$3.92M +$3.58K +20 +0.1%
Wells Fargo
27
Wells Fargo
California
$3.23M +$2.2M +12,310 +159%
IC
28
IEQ Capital
California
$3.22M
DPI
29
Diversified Portfolios Inc
Michigan
$3.13M -$2.51M -14,051 -42%
RCIM
30
Red Cedar Investment Management
Michigan
$2.91M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.84M +$631K +3,532 +25%
RJA
32
Raymond James & Associates
Florida
$2.71M +$61.8K +346 +2%
TWM
33
Tolleson Wealth Management
Texas
$2.7M
SWA
34
Stratos Wealth Advisors
Ohio
$2.62M +$146K +818 +5%
CG
35
Colony Group
Massachusetts
$2.43M +$1.07M +5,991 +66%
DFC
36
DB Fitzpatrick & Co
Idaho
$2.17M -$84.4K -472 -3%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$2.15M +$71.7K +401 +3%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$2.08M +$894 +5 +0%
SFPM
39
Sensible Financial Planning & Management
Massachusetts
$1.91M +$1.97K +11 +0.1%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.87M +$52.9K +296 +3%
BRWA
41
B. Riley Wealth Advisors
Florida
$1.87M +$2.07M +11,589 New
Neuberger Berman Group
42
Neuberger Berman Group
New York
$1.73M -$100K -560 -5%
PP
43
Pegasus Partners
Wisconsin
$1.71M -$469K -2,623 -20%
PSP
44
Principal Street Partners
Tennessee
$1.59M
UCFA
45
United Capital Financial Advisors
Texas
$1.48M -$2.15K -12 -0.1%
HA
46
HC Advisors
Georgia
$1.45M +$585K +3,275 +57%
VFP
47
Verus Financial Partners
Virginia
$1.44M +$1.53M +8,576 New
William Blair & Company
48
William Blair & Company
Illinois
$1.39M -$492K -2,755 -24%
NFG
49
Nations Financial Group
Iowa
$1.35M +$22K +123 +1%
Goldman Sachs
50
Goldman Sachs
New York
$1.27M

VTHR Hedge Fund Activity: Q3 2022 in Review

123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2022, worth a combined $394M — up 6.3% from $371M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VTHR positions and 9 closed out — a net gain of 4 holders — while 43 added to existing stakes and 31 trimmed.

The largest buyer was Ameriprise, adding an estimated $27.4M. The largest seller was Kore Private Wealth, cutting an estimated $6.91M.

  • 123 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2022, up from 122 in Q2 2022.
  • Funds reported $394M of Vanguard Russell 3000 ETF stock for Q3 2022, up 6.3% quarter-over-quarter.
  • 13 funds opened new Vanguard Russell 3000 ETF positions in Q3 2022 and 9 closed out, a net change of +4 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q3 2022 was Ameriprise, an estimated $27.4M added.
  • The largest Vanguard Russell 3000 ETF seller in Q3 2022 was Kore Private Wealth, an estimated $6.91M sold.

Based on aggregated 13F filings for Q3 2022.