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Vanguard Russell 3000 ETF
VTHR

75 hedge funds and large institutions have $137M invested in Vanguard Russell 3000 ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

39% more capital invested

Capital invested by funds: $98.9M → $137M (+$38.5M)

6% more funds holding

Funds holding: 71 → 75 (+4)

1.86% more ownership

Funds ownership: 22.16% → 24.02% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
18
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$10.8M
2
DT
Diversified Trust
Tennessee
+$9.81M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.81M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.54M
5
TRCT
Tower Research Capital (TRC)
New York
+$968K

Top Sellers

1
BRWM
B. Riley Wealth Management
Tennessee
-$5.73M
2
Goldman Sachs
Goldman Sachs
New York
-$2.5M
3
Bank of America
Bank of America
North Carolina
-$1.71M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.22M
5
Jane Street
Jane Street
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
51
Sargent Investment Group
Maryland
$249K – – –
WSFS
52
Wilmington Savings Fund Society
Delaware
$241K +$227K +1,720 New
RJFSA
53
Raymond James Financial Services Advisors
Florida
$241K +$227K +1,725 New
BJL
54
Brighton Jones LLC
Washington
$228K +$215K +1,632 New
ASN
55
Advisory Services Network
Georgia
$213K +$200K +1,520 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$203K -$197K -1,496 -51%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$196K +$155K +1,178 +531%
CAL
58
Capital Advisors Ltd
Ohio
$184K – – –
CAN
59
Cetera Advisor Networks
California
$181K +$171K +1,295 New
BAM
60
Belpointe Asset Management
Nevada
$158K – – –
FCM
61
Firestone Capital Management
Florida
$151K – – –
JCM
62
Jacobi Capital Management
Pennsylvania
$93K – – –
ADL
63
Asset Dedication LLC
California
$84K – – –
HR
64
Howe & Rusling
New York
$70K +$3.69K +28 +6%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$44K -$8.3K -63 -17%
Citigroup
66
Citigroup
New York
$34K – – –
GWM
67
Geneos Wealth Management
Colorado
$32K – – –
PFSC
68
Peoples Financial Services Corp
Pennsylvania
$24K – – –
ST
69
Smithfield Trust
Pennsylvania
$21K +$9.36K +71 +87%
GRP
70
Global Retirement Partners
California
$15K +$1.05K +8 +8%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$8K -$132 -1 -2%
BlackRock
72
BlackRock
New York
$6K – – –
HIA
73
Harbor Investment Advisory
Maryland
$6K – – –
JP Morgan Chase
74
JP Morgan Chase
New York
$5K +$4.88K +37 New
PO
75
Private Ocean
California
$2K – – –
1 2
3
4

VTHR Hedge Fund Activity: Q2 2020 in Review

75 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q2 2020, worth a combined $137M — up 39% from $98.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VTHR positions and 6 closed out — a net gain of 4 holders — while 18 added to existing stakes and 23 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.8M. The largest seller was B. Riley Wealth Management, exiting entirely with an estimated $5.73M sold.

  • 75 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q2 2020, up from 71 in Q1 2020.
  • Funds reported $137M of Vanguard Russell 3000 ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 10 funds opened new Vanguard Russell 3000 ETF positions in Q2 2020 and 6 closed out, a net change of +4 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q2 2020 was Ameriprise, an estimated $10.8M added.
  • The largest Vanguard Russell 3000 ETF seller in Q2 2020 was B. Riley Wealth Management, an estimated $5.73M sold.

Based on aggregated 13F filings for Q2 2020.