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Vanguard Russell 3000 ETF
VTHR

Overview Fund Activity

137 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
Holders
137
Holders Change
+2
Holders Change %
+1.48%
% of All Funds
2.16%
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

1
Ameriprise
1
Ameriprise
Minnesota
$134M
2
Mariner
2
Mariner
Kansas
$5.38M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.09M
4
RJA
4
Raymond James & Associates
Florida
$10.5M
5
1WM
5
1900 Wealth Management
Texas
$3.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$6.51M
2
EWA
2
EP Wealth Advisors
California
$0
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$0
4
EK
4
Evensky & Katz
Florida
$21.2M
5
WIA
5
World Investment Advisors
California
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
26
IEQ Capital
California
$4.23M +$279K +1,413 +7%
RCIM
27
Red Cedar Investment Management
Michigan
$3.7M – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.4M +$385K +1,951 +13%
TWM
29
Tolleson Wealth Management
Texas
$3.3M – – –
CG
30
Colony Group
Massachusetts
$3.2M +$1.38K +7 +0%
1WM
31
1900 Wealth Management
Texas
$3.2M +$1.86M +9,409 +139%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$3.09M +$3.09M +15,641 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.01M +$1.41M +7,144 +88%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$2.99M – – –
SPIA
35
Steward Partners Investment Advisory
New York
$2.88M -$22.5K -114 -0.8%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$2.85M +$347K +1,756 +14%
VFP
37
Verus Financial Partners
Virginia
$2.83M +$9.56K +47 +0.3%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$2.52M -$32.6K -165 -1%
SFPM
39
Sensible Financial Planning & Management
Massachusetts
$2.15M +$1.38K +7 +0.1%
BRWA
40
B. Riley Wealth Advisors
Florida
$2.08M -$107K -542 -5%
Osaic Holdings
41
Osaic Holdings
Arizona
$2.07M +$645K +3,265 +45%
ST
42
Smithfield Trust
Pennsylvania
$2M +$162K +822 +9%
SWA
43
Stratos Wealth Advisors
Ohio
$1.95M +$10.1K +51 +0.5%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.88M +$251K +1,273 +15%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.85M +$997K +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 -$197 -1 -0%
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