Vanguard Russell 3000 ETF
VTHR
53 hedge funds and large institutions have $79.5M invested in Vanguard Russell 3000 ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
10% more funds holding
Funds holding: 48 → 53 (+5)
6% more capital invested
Capital invested by funds: $75.2M → $79.5M (+$4.33M)
0.54% less ownership
Funds ownership: 21.43% → 20.89% (-0.54%)
33% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 15
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.4M |
| 2 |
ATC
Adirondack Trust Company
Saratoga Springs,
New York
|
+$1.51M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$961K |
| 4 |
MFW
Mosaic Family Wealth
St. Louis,
Missouri
|
+$440K |
| 5 |
TSS
Two Sigma Securities
New York
|
+$418K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
-$2.82M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.87M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$855K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$637K |
| 5 |
Jane Street
New York
|
-$527K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
BlackRock
New York
| $4K | – | – | – |
|
|
PCG
52
Private Capital Group
West Hartford,
Connecticut
| $461 | +$5.38K | +45 | New |
|
|
CS
53
Credit Suisse
Zurich,
Switzerland
| – | -$1.87M | -16,154 | Closed |
|
|
54
Jane Street
New York
| – | -$527K | -4,554 | Closed |
|
VTHR Hedge Fund Activity: Q4 2017 in Review
53 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2017, worth a combined $79.5M — up 5.8% from $75.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new VTHR positions and 2 closed out — a net gain of 6 holders — while 10 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.4M. The largest seller was ARS Wealth Advisors, cutting an estimated $2.82M.
- 53 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2017, up from 48 in Q3 2017.
- Funds reported $79.5M of Vanguard Russell 3000 ETF stock for Q4 2017, up 5.8% quarter-over-quarter.
- 8 funds opened new Vanguard Russell 3000 ETF positions in Q4 2017 and 2 closed out, a net change of +6 holders.
- The largest Vanguard Russell 3000 ETF buyer in Q4 2017 was Morgan Stanley, an estimated $3.4M added.
- The largest Vanguard Russell 3000 ETF seller in Q4 2017 was ARS Wealth Advisors, an estimated $2.82M sold.
Based on aggregated 13F filings for Q4 2017.