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Vanguard Russell 3000 ETF

160 hedge funds and large institutions have $717M invested in Vanguard Russell 3000 ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $591M → $717M (+$126M)

10% more funds holding

Funds holding: 145160 (+15)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0.24% more ownership

Funds ownership: 30.55%30.79% (+0.24%)

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
41
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CJH
26
Christopher J. Hasenberg
Wisconsin
$5.51M +$114K +513 +2%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$5.27M
EK
28
Evensky & Katz
Florida
$5.18M -$2.05M -9,239 -29%
IC
29
IEQ Capital
California
$4.95M
GT
30
Glenmede Trust
Pennsylvania
$4.92M
Wells Fargo
31
Wells Fargo
California
$4.58M +$50.8K +229 +1%
RCIM
32
Red Cedar Investment Management
Michigan
$4.44M +$184K +831 +5%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$4.34M +$551K +2,483 +15%
DFC
34
DB Fitzpatrick & Co
Idaho
$4.2M -$103K -463 -3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$4.13M -$30.2K -136 -0.8%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$4.05M +$171K +773 +5%
TWM
37
Tolleson Wealth Management
Texas
$3.89M
1WM
38
1900 Wealth Management
Texas
$3.77M
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$3.53M -$50.5K -228 -1%
NS
40
NBC Securities
Alabama
$3.53M
SPIA
41
Steward Partners Investment Advisory
New York
$3.36M +$5.32K +24 +0.2%
CT
42
Coastline Trust
Rhode Island
$3.17M +$402K +1,815 +15%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$3.04M -$6.99M -31,518 -71%
SWA
44
Stratos Wealth Advisors
Ohio
$3.02M +$139K +629 +5%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$2.88M -$128K -576 -4%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$2.75M
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$2.45M +$412K +1,860 +22%
ATC
48
Adirondack Trust Company
New York
$2.43M
ST
49
Smithfield Trust
Pennsylvania
$2.42M -$124K -559 -5%
WS
50
Wedbush Securities
California
$2.37M +$2.25M +10,170 New