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Vanguard Russell 3000 ETF
VTHR

81 hedge funds and large institutions have $176M invested in Vanguard Russell 3000 ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

28% more capital invested

Capital invested by funds: $137M → $176M (+$38.5M)

8% more funds holding

Funds holding: 75 → 81 (+6)

1.36% more ownership

Funds ownership: 24.02% → 25.38% (+1.4%)

46% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 28

Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
15
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
C
Cliffwater
California
+$15.3M
2
Ameriprise
Ameriprise
Minnesota
+$14.6M
3
BRWM
B. Riley Wealth Management
Tennessee
+$7.5M
4
DT
Diversified Trust
Tennessee
+$2.62M
5
Bank of America
Bank of America
North Carolina
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.41M
3
TRCT
Tower Research Capital (TRC)
New York
-$1.73M
4
Jane Street
Jane Street
New York
-$1.18M
5
Northern Trust
Northern Trust
Illinois
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
51
International Assets Investment Management
Florida
$257K -$57.9K -385 -19%
BJL
52
Brighton Jones LLC
Washington
$249K +$751 +5 +0.3%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$247K -$15K -100 -6%
PMFA
54
Plante Moran Financial Advisors
Michigan
$236K +$233K +1,550 New
ASN
55
Advisory Services Network
Georgia
$231K – – –
TRCT
56
Tower Research Capital (TRC)
New York
$227K -$1.73M -11,486 -89%
AWM
57
AE Wealth Management
Kansas
$225K -$66.7K -444 -23%
SS
58
Simplicity Solutions
Minnesota
$217K -$67.9K -452 -24%
LNC
59
Lincoln National Corp
Pennsylvania
$207K +$204K +1,360 New
FI
60
FormulaFolio Investments
Michigan
$205K +$202K +1,345 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$202K -$18.8K -125 -9%
SCA
62
Snowden Capital Advisors
New York
$201K +$198K +1,319 New
CAL
63
Capital Advisors Ltd
Ohio
$200K – – –
BAM
64
Belpointe Asset Management
Nevada
$172K – – –
FCM
65
Firestone Capital Management
Florida
$164K – – –
JCM
66
Jacobi Capital Management
Pennsylvania
$102K – – –
ADL
67
Asset Dedication LLC
California
$92K – – –
HR
68
Howe & Rusling
New York
$77K +$601 +4 +0.8%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$48K +$150 +1 +0.3%
Citigroup
70
Citigroup
New York
$37K – – –
GWM
71
Geneos Wealth Management
Colorado
$35K – – –
PFSC
72
Peoples Financial Services Corp
Pennsylvania
$26K – – –
NFG
73
Next Financial Group
Texas
$26K +$26K +173 New
ST
74
Smithfield Trust
Pennsylvania
$22K -$1.2K -8 -5%
GRP
75
Global Retirement Partners
California
$16K – – –
1 2
3
4

VTHR Hedge Fund Activity: Q3 2020 in Review

81 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2020, worth a combined $176M — up 28% from $137M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VTHR positions and 5 closed out — a net gain of 6 holders — while 15 added to existing stakes and 28 trimmed.

The largest buyer was Cliffwater, opening a new position worth an estimated $15.3M. The largest seller was Royal Bank of Canada, cutting an estimated $7.8M.

  • 81 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2020, up from 75 in Q2 2020.
  • Funds reported $176M of Vanguard Russell 3000 ETF stock for Q3 2020, up 28% quarter-over-quarter.
  • 11 funds opened new Vanguard Russell 3000 ETF positions in Q3 2020 and 5 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q3 2020 was Cliffwater, an estimated $15.3M added.
  • The largest Vanguard Russell 3000 ETF seller in Q3 2020 was Royal Bank of Canada, an estimated $7.8M sold.

Based on aggregated 13F filings for Q3 2020.