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Vanguard Russell 3000 ETF
VTHR

Overview Fund Activity

135 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
Holders
135
Holders Change
-2
Holders Change %
-1.46%
% of All Funds
2.15%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$14M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.8M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.73M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$22M
5
PAG
5
Private Advisor Group
New Jersey
$1.05M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$110M
2
Cerity Partners
2
Cerity Partners
New York
$3.74M
3
EK
3
Evensky & Katz
Florida
$6.56M
4
Bank of America
4
Bank of America
North Carolina
$10.6M
5
CB
5
Commerce Bank
Missouri
$8.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCIM
26
Red Cedar Investment Management
Michigan
$3.55M -$24.8K -130 -0.7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.44M +$150K +786 +5%
DFC
28
DB Fitzpatrick & Co
Idaho
$3.41M -$853K -4,471 -20%
TWM
29
Tolleson Wealth Management
Texas
$3.19M – – –
CG
30
Colony Group
Massachusetts
$3.1M +$1.15K +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 +$2.89M +15,150 New
Citadel Advisors
34
Citadel Advisors
Florida
$2.8M +$2.8M +14,677 New
SPIA
35
Steward Partners Investment Advisory
New York
$2.76M -$17.9K -94 -0.6%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$2.75M – – –
Stifel Financial
37
Stifel Financial
Missouri
$2.73M +$2.15M +11,258 +371%
VFP
38
Verus Financial Partners
Virginia
$2.67M +$7.85K +41 +0.3%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$2.44M +$5.53K +29 +0.2%
SWA
40
Stratos Wealth Advisors
Ohio
$2.14M +$261K +1,366 +14%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.97M -$944K -4,947 -32%
BRWA
42
B. Riley Wealth Advisors
Florida
$1.94M -$66.4K -348 -3%
ST
43
Smithfield Trust
Pennsylvania
$1.93M – – –
NFG
44
Nations Financial Group
Iowa
$1.85M +$260K +1,361 +16%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.78M -$43.3K -227 -2%
ATC
46
Adirondack Trust Company
New York
$1.74M +$254K +1,333 +17%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.72M -$62.2K -326 -3%
HA
48
HC Advisors
Georgia
$1.71M – – –
HR
49
Hardy Reed
Mississippi
$1.71M – – –
SFG
50
StrategIQ Financial Group
Indiana
$1.7M – – –
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