Vanguard Russell 3000 ETF
VTHR
145 hedge funds and large institutions have $591M invested in Vanguard Russell 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
35% more capital invested
Capital invested by funds: $437M → $591M (+$154M)
34% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 35
7% more funds holding
Funds holding: 136 → 145 (+9)
4.82% more ownership
Funds ownership: 25.73% → 30.55% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$32.2M |
| 2 |
Cerity Partners
New York
|
+$17.2M |
| 3 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$15.9M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$14.1M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$10.5M |
Top Sellers
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$9.62M |
| 2 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$8.53M |
| 3 |
C
Cliffwater
Marina Del Rey,
California
|
-$6.57M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.33M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.62M |
VTHR Hedge Fund Activity: Q4 2023 in Review
145 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2023, worth a combined $591M — up 35% from $437M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new VTHR positions and 6 closed out — a net gain of 14 holders — while 47 added to existing stakes and 35 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $32.2M. The largest seller was World Investment Advisors, cutting an estimated $9.62M.
- 145 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2023, up from 136 in Q3 2023.
- Funds reported $591M of Vanguard Russell 3000 ETF stock for Q4 2023, up 35% quarter-over-quarter.
- 20 funds opened new Vanguard Russell 3000 ETF positions in Q4 2023 and 6 closed out, a net change of +14 holders.
- The largest Vanguard Russell 3000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $32.2M added.
- The largest Vanguard Russell 3000 ETF seller in Q4 2023 was World Investment Advisors, an estimated $9.62M sold.
Based on aggregated 13F filings for Q4 2023.