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Vanguard Russell 3000 ETF

191 hedge funds and large institutions have $1.05B invested in Vanguard Russell 3000 ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

29% more capital invested

Capital invested by funds: $814M → $1.05B (+$237M)

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

14% more funds holding

Funds holding: 167191 (+24)

0.2% less ownership

Funds ownership: 32.76%32.56% (-0.2%)

Holders
191
Holders Change
+24
Holders Change %
+14.37%
% of All Funds
2.52%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
35
Increased
59
Reduced
50
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
26
Pitcairn
Pennsylvania
$7.32M -$567K -2,166 -7%
Brown Advisory
27
Brown Advisory
Maryland
$7.25M -$10.7K -41 -0.1%
AQR Capital Management
28
AQR Capital Management
Connecticut
$7.12M +$4.21M +16,098 +142%
Mariner
29
Mariner
Kansas
$6.93M -$1.06M -4,050 -13%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$6.91M +$4.68M +17,893 +206%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$6.48M -$262K -1,003 -4%
Goldman Sachs
32
Goldman Sachs
New York
$5.79M +$2.79M +10,678 +92%
GAM
33
Gotham Asset Management
New York
$5.64M +$1.06M +4,066 +23%
IC
34
IEQ Capital
California
$5.5M +$1.05K +4 +0%
GT
35
Glenmede Trust
Pennsylvania
$5.48M
ATC
36
Adirondack Trust Company
New York
$4.75M +$1.04M +3,984 +28%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$4.6M -$133K -509 -3%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$4.5M +$508K +1,941 +13%
RCIM
39
Red Cedar Investment Management
Michigan
$4.43M +$168K +643 +4%
Wells Fargo
40
Wells Fargo
California
$4.37M +$138K +528 +3%
TWM
41
Tolleson Wealth Management
Texas
$4.34M
Stifel Financial
42
Stifel Financial
Missouri
$4.23M +$1.63M +6,240 +62%
SWA
43
Stratos Wealth Advisors
Ohio
$4.1M +$61.8K +236 +2%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$3.94M +$1.05K +4 +0%
SPIA
45
Steward Partners Investment Advisory
New York
$3.68M -$6.02K -23 -0.2%
DFC
46
DB Fitzpatrick & Co
Idaho
$3.67M -$593K -2,265 -14%
CA
47
Clearstead Advisors
Ohio
$3.39M +$3.41M +13,034 New
TVAMP
48
Tennessee Valley Asset Management Partners
Tennessee
$3.33M +$1.83K +7 +0.1%
CT
49
Coastline Trust
Rhode Island
$3.32M -$156K -595 -4%
Lido Advisors
50
Lido Advisors
California
$3.23M +$2.88M +11,008 +772%

VTHR Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2024, worth a combined $1.05B — up 29% from $814M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VTHR positions and 5 closed out — a net gain of 30 holders — while 59 added to existing stakes and 50 trimmed.

The largest buyer was Lincoln National Corp, opening a new position worth an estimated $120M. The largest seller was International Assets Investment Management, cutting an estimated $53.9M.

  • 191 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $1.05B of Vanguard Russell 3000 ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 35 funds opened new Vanguard Russell 3000 ETF positions in Q4 2024 and 5 closed out, a net change of +30 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2024 was Lincoln National Corp, an estimated $120M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2024 was International Assets Investment Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q4 2024.