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Vanguard Russell 3000 ETF
VTHR

136 hedge funds and large institutions have $437M invested in Vanguard Russell 3000 ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 138 → 136 (-2)

3.34% less ownership

Funds ownership: 29.07% → 25.73% (-3.3%)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

14% less capital invested

Capital invested by funds: $507M → $437M (-$70.5M)

17% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 42

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
2.16%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
7
Increased
35
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.95M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.91M
3
Stifel Financial
Stifel Financial
Missouri
+$2.23M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.54M
5
PAG
Private Advisor Group
New Jersey
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$19.8M
2
Cerity Partners
Cerity Partners
New York
-$16.8M
3
EK
Evensky & Katz
Florida
-$14.4M
4
Bank of America
Bank of America
North Carolina
-$4.3M
5
CB
Commerce Bank
Missouri
-$3.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCIM
26
Red Cedar Investment Management
Michigan
$3.55M -$25.8K -130 -0.7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.44M +$156K +786 +5%
DFC
28
DB Fitzpatrick & Co
Idaho
$3.41M -$887K -4,471 -20%
TWM
29
Tolleson Wealth Management
Texas
$3.19M – – –
CG
30
Colony Group
Massachusetts
$3.1M +$1.19K +6 +0%
1WM
31
1900 Wealth Management
Texas
$3.09M – – –
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$2.89M – – –
NS
33
NBC Securities
Alabama
$2.89M +$3.01M +15,150 New
Citadel Advisors
34
Citadel Advisors
Florida
$2.8M +$2.91M +14,677 New
SPIA
35
Steward Partners Investment Advisory
New York
$2.76M -$18.7K -94 -0.6%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$2.75M – – –
Stifel Financial
37
Stifel Financial
Missouri
$2.73M +$2.23M +11,258 +371%
VFP
38
Verus Financial Partners
Virginia
$2.67M +$8.14K +41 +0.3%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$2.44M +$5.76K +29 +0.2%
SWA
40
Stratos Wealth Advisors
Ohio
$2.14M +$271K +1,366 +14%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.97M -$982K -4,947 -32%
BRWA
42
B. Riley Wealth Advisors
Florida
$1.94M -$69.1K -348 -3%
ST
43
Smithfield Trust
Pennsylvania
$1.93M – – –
NFG
44
Nations Financial Group
Iowa
$1.85M +$270K +1,361 +16%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.78M -$45.1K -227 -2%
ATC
46
Adirondack Trust Company
New York
$1.74M +$265K +1,333 +17%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.72M -$64.7K -326 -3%
HA
48
HC Advisors
Georgia
$1.71M – – –
HR
49
Hardy Reed
Mississippi
$1.71M – – –
SFG
50
StrategIQ Financial Group
Indiana
$1.7M – – –
1
2
3 4 5

VTHR Hedge Fund Activity: Q3 2023 in Review

136 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2023, worth a combined $437M — down 14% from $507M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of VTHR and 7 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 35 added.

The largest buyer was Morgan Stanley, adding an estimated $2.95M. The largest seller was Ameriprise, cutting an estimated $19.8M.

  • 136 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2023, down from 138 in Q2 2023.
  • Funds reported $437M of Vanguard Russell 3000 ETF stock for Q3 2023, down 14% quarter-over-quarter.
  • 7 funds opened new Vanguard Russell 3000 ETF positions in Q3 2023 and 8 closed out, a net change of -1 holder.
  • The largest Vanguard Russell 3000 ETF buyer in Q3 2023 was Morgan Stanley, an estimated $2.95M added.
  • The largest Vanguard Russell 3000 ETF seller in Q3 2023 was Ameriprise, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2023.