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Vanguard Russell 3000 ETF
VTHR

84 hedge funds and large institutions have $227M invested in Vanguard Russell 3000 ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

29% more capital invested

Capital invested by funds: $176M → $227M (+$50.7M)

4% more funds holding

Funds holding: 81 → 84 (+3)

1.29% more ownership

Funds ownership: 25.38% → 26.68% (+1.3%)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
27
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$11.6M
2
EWA
EP Wealth Advisors
California
+$8.96M
3
RCIM
Red Cedar Investment Management
Michigan
+$3.72M
4
Morgan Stanley
Morgan Stanley
New York
+$3.58M
5
UBS Group
UBS Group
Switzerland
+$3.2M

Top Sellers

Rank Fund Capital Flow
1
BRWM
B. Riley Wealth Management
Tennessee
-$7.59M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.97M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.87M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$894K
5
US Bancorp
US Bancorp
Minnesota
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
51
Sargent Investment Group
Maryland
$307K – – –
IAIM
52
International Assets Investment Management
Florida
$294K – – –
BJL
53
Brighton Jones LLC
Washington
$286K +$1.14K +7 +0.4%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$279K -$894K -5,466 -77%
PMFA
55
Plante Moran Financial Advisors
Michigan
$270K – – –
AWM
56
AE Wealth Management
Kansas
$268K +$10.5K +64 +4%
SS
57
Simplicity Solutions
Minnesota
$268K +$18.6K +114 +8%
PFS
58
Prospera Financial Services
Texas
$255K +$240K +1,467 New
FI
59
FormulaFolio Investments
Michigan
$234K – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$232K +$490 +3 +0.2%
SCA
61
Snowden Capital Advisors
New York
$230K – – –
CAL
62
Capital Advisors Ltd
Ohio
$229K – – –
EP
63
Eudaimonia Partners
Tennessee
$226K +$213K +1,300 New
Truist Financial
64
Truist Financial
North Carolina
$219K +$206K +1,258 New
PL
65
Plancorp LLC
Missouri
$211K +$198K +1,210 New
BAM
66
Belpointe Asset Management
Nevada
$197K – – –
FCM
67
Firestone Capital Management
Florida
$188K – – –
JCM
68
Jacobi Capital Management
Pennsylvania
$116K – – –
TC
69
Tacita Capital
Ontario, Canada
$109K +$102K +625 New
ADL
70
Asset Dedication LLC
California
$105K – – –
HR
71
Howe & Rusling
New York
$80K -$6.87K -42 -8%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$55K – – –
GWM
73
Geneos Wealth Management
Colorado
$43K – – –
Citigroup
74
Citigroup
New York
$42K – – –
FF
75
FourThought Financial
Florida
$39K +$37.4K +229 New
1 2
3
4

VTHR Hedge Fund Activity: Q4 2020 in Review

84 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2020, worth a combined $227M — up 29% from $176M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VTHR positions and 7 closed out — a net gain of 3 holders — while 27 added to existing stakes and 17 trimmed.

The largest buyer was Ameriprise, adding an estimated $11.6M. The largest seller was B. Riley Wealth Management, exiting entirely with an estimated $7.59M sold.

  • 84 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2020, up from 81 in Q3 2020.
  • Funds reported $227M of Vanguard Russell 3000 ETF stock for Q4 2020, up 29% quarter-over-quarter.
  • 10 funds opened new Vanguard Russell 3000 ETF positions in Q4 2020 and 7 closed out, a net change of +3 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2020 was Ameriprise, an estimated $11.6M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2020 was B. Riley Wealth Management, an estimated $7.59M sold.

Based on aggregated 13F filings for Q4 2020.