VTHR icon

Vanguard Russell 3000 ETF
VTHR

Overview Fund Activity

135 hedge funds and large institutions have $495M invested in Vanguard Russell 3000 ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
2.16%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
12
Increased
45
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$89.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$42.8M
3
EWA
3
EP Wealth Advisors
California
$22.1M
4
Cerity Partners
4
Cerity Partners
New York
$18.4M
5
LPL Financial
5
LPL Financial
California
$11.8M

Top Sellers

1
MWM
1
Moran Wealth Management
Florida
$1.13M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.49M
3
Bank of America
3
Bank of America
North Carolina
$14.1M
4
EK
4
Evensky & Katz
Florida
$25.8M
5
ATC
5
Adirondack Trust Company
New York
$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
26
IEQ Capital
California
$3.67M – – –
RCIM
27
Red Cedar Investment Management
Michigan
$3.44M +$147K +803 +4%
TWM
28
Tolleson Wealth Management
Texas
$3.06M – – –
CG
29
Colony Group
Massachusetts
$2.97M +$207K +1,128 +7%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.8M -$399K -2,179 -12%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$2.78M – – –
SPIA
32
Steward Partners Investment Advisory
New York
$2.69M -$25.7K -140 -0.9%
DFC
33
DB Fitzpatrick & Co
Idaho
$2.55M +$170K +929 +7%
VFP
34
Verus Financial Partners
Virginia
$2.5M +$7.22K +40 +0.3%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$2.4M +$733 +4 +0%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$2.37M +$120K +655 +5%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$2.32M +$678K +3,700 +41%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.14M +$28.4K +155 +1%
BRWA
39
B. Riley Wealth Advisors
Florida
$2.03M -$20.3K -111 -1%
SFPM
40
Sensible Financial Planning & Management
Massachusetts
$2M -$439K -2,395 -18%
SWA
41
Stratos Wealth Advisors
Ohio
$1.8M +$79.2K +432 +5%
ST
42
Smithfield Trust
Pennsylvania
$1.71M +$189K +1,031 +12%
Jane Street
43
Jane Street
New York
$1.65M +$1.65M +8,997 New
HA
44
HC Advisors
Georgia
$1.65M – – –
HR
45
Hardy Reed
Mississippi
$1.64M -$83.4K -455 -5%
SFG
46
StrategIQ Financial Group
Indiana
$1.64M – – –
PP
47
Pegasus Partners
Wisconsin
$1.6M – – –
NFG
48
Nations Financial Group
Iowa
$1.53M +$15.8K +86 +1%
Mariner
49
Mariner
Kansas
$1.5M +$284K +1,550 +23%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.49M -$7.67M -41,849 -84%
1
2
3 4 5