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Vanguard Russell 3000 ETF
VTHR

138 hedge funds and large institutions have $507M invested in Vanguard Russell 3000 ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 136 → 138 (+2)

3% more capital invested

Capital invested by funds: $495M → $507M (+$12.7M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

3.99% less ownership

Funds ownership: 33.06% → 29.07% (-4%)

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2.17%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
14
Increased
48
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$35.6M
2
Mariner
Mariner
Kansas
+$3.57M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.93M
4
RJA
Raymond James & Associates
Florida
+$2.34M
5
1WM
1900 Wealth Management
Texas
+$1.76M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$37.5M
2
EWA
EP Wealth Advisors
California
-$22.1M
3
MGIA
Moneta Group Investment Advisors
Missouri
-$7.01M
4
EK
Evensky & Katz
Florida
-$6.26M
5
WIA
World Investment Advisors
California
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
26
IEQ Capital
California
$4.23M +$264K +1,413 +7%
RCIM
27
Red Cedar Investment Management
Michigan
$3.7M – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.4M +$365K +1,951 +13%
TWM
29
Tolleson Wealth Management
Texas
$3.3M – – –
CG
30
Colony Group
Massachusetts
$3.2M +$1.31K +7 +0%
1WM
31
1900 Wealth Management
Texas
$3.2M +$1.76M +9,409 +139%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$3.09M +$2.93M +15,641 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.01M +$1.34M +7,144 +88%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$2.99M – – –
SPIA
35
Steward Partners Investment Advisory
New York
$2.88M -$21.3K -114 -0.8%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$2.85M +$329K +1,756 +14%
VFP
37
Verus Financial Partners
Virginia
$2.83M +$8.8K +47 +0.3%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$2.52M -$30.9K -165 -1%
SFPM
39
Sensible Financial Planning & Management
Massachusetts
$2.15M +$1.31K +7 +0.1%
BRWA
40
B. Riley Wealth Advisors
Florida
$2.08M -$101K -542 -5%
Osaic Holdings
41
Osaic Holdings
Arizona
$2.07M +$611K +3,265 +45%
ST
42
Smithfield Trust
Pennsylvania
$2M +$154K +822 +9%
SWA
43
Stratos Wealth Advisors
Ohio
$1.95M +$9.55K +51 +0.5%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.88M +$238K +1,273 +15%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.85M +$945K +5,049 +117%
HA
46
HC Advisors
Georgia
$1.77M – – –
HR
47
Hardy Reed
Mississippi
$1.77M – – –
SFG
48
StrategIQ Financial Group
Indiana
$1.76M – – –
PP
49
Pegasus Partners
Wisconsin
$1.73M – – –
NFG
50
Nations Financial Group
Iowa
$1.65M -$187 -1 -0%
1
2
3 4 5

VTHR Hedge Fund Activity: Q2 2023 in Review

138 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q2 2023, worth a combined $507M — up 2.6% from $495M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VTHR positions and 12 closed out — a net gain of 2 holders — while 48 added to existing stakes and 36 trimmed.

The largest buyer was Ameriprise, adding an estimated $35.6M. The largest seller was JP Morgan Chase, cutting an estimated $37.5M.

  • 138 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $507M of Vanguard Russell 3000 ETF stock for Q2 2023, up 2.6% quarter-over-quarter.
  • 14 funds opened new Vanguard Russell 3000 ETF positions in Q2 2023 and 12 closed out, a net change of +2 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q2 2023 was Ameriprise, an estimated $35.6M added.
  • The largest Vanguard Russell 3000 ETF seller in Q2 2023 was JP Morgan Chase, an estimated $37.5M sold.

Based on aggregated 13F filings for Q2 2023.