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Vanguard Russell 3000 ETF

167 hedge funds and large institutions have $814M invested in Vanguard Russell 3000 ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

1.19% more ownership

Funds ownership: 31.57%32.76% (+1.2%)

5% more capital invested

Capital invested by funds: $778M → $814M (+$36.6M)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 168167 (-1)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
56
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CJH
26
Christopher J. Hasenberg
Wisconsin
$7.07M +$742K +3,036 +12%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$6.58M +$2.4M +9,828 +61%
IC
28
IEQ Capital
California
$5.37M
GT
29
Glenmede Trust
Pennsylvania
$5.35M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.62M -$24.7K -101 -0.6%
GAM
31
Gotham Asset Management
New York
$4.48M +$1.06M +4,340 +33%
TWM
32
Tolleson Wealth Management
Texas
$4.24M
RCIM
33
Red Cedar Investment Management
Michigan
$4.16M
DFC
34
DB Fitzpatrick & Co
Idaho
$4.16M -$364K -1,489 -8%
Wells Fargo
35
Wells Fargo
California
$4.13M +$5.13K +21 +0.1%
1WM
36
1900 Wealth Management
Texas
$4.1M
SWA
37
Stratos Wealth Advisors
Ohio
$3.94M +$462K +1,891 +14%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$3.9M -$16.9K -69 -0.4%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$3.84M
ATC
40
Adirondack Trust Company
New York
$3.63M +$733K +2,998 +27%
SPIA
41
Steward Partners Investment Advisory
New York
$3.6M -$10K -41 -0.3%
NS
42
NBC Securities
Alabama
$3.49M -$118K -484 -3%
CT
43
Coastline Trust
Rhode Island
$3.4M
ST
44
Smithfield Trust
Pennsylvania
$3.4M +$420K +1,717 +15%
EK
45
Evensky & Katz
Florida
$3.35M -$980K -4,010 -23%
TVAMP
46
Tennessee Valley Asset Management Partners
Tennessee
$3.29M -$103K -422 -3%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$3.12M
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$3M
RJFSA
49
Raymond James Financial Services Advisors
Florida
$2.99M +$8.07K +33 +0.3%
Goldman Sachs
50
Goldman Sachs
New York
$2.95M +$2.42M +9,887 +568%

VTHR Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2024, worth a combined $814M — up 4.7% from $778M a quarter earlier.

Fund positioning in VTHR was balanced in Q3 2024: 11 funds opened new positions, 11 closed out, 56 added to existing stakes and 40 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $50.3M. The largest seller was SVB Wealth, exiting entirely with an estimated $18.7M sold.

  • 167 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2024, down from 168 in Q2 2024.
  • Funds reported $814M of Vanguard Russell 3000 ETF stock for Q3 2024, up 4.7% quarter-over-quarter.
  • 11 funds opened new Vanguard Russell 3000 ETF positions in Q3 2024 and 11 closed out, a net change of 0 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $50.3M added.
  • The largest Vanguard Russell 3000 ETF seller in Q3 2024 was SVB Wealth, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2024.