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Vanguard Russell 3000 ETF
VTHR

99 hedge funds and large institutions have $263M invested in Vanguard Russell 3000 ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

18% more funds holding

Funds holding: 84 → 99 (+15)

16% more capital invested

Capital invested by funds: $227M → $263M (+$36.2M)

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

0.41% more ownership

Funds ownership: 26.68% → 27.09% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
26
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$10.5M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$7.9M
3
Morgan Stanley
Morgan Stanley
New York
+$5.4M
4
TWM
Tolleson Wealth Management
Texas
+$3.02M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.92M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$7.87M
2
Bank of America
Bank of America
North Carolina
-$1.7M
3
PAG
Private Advisor Group
New Jersey
-$1.67M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.41M
5
CS
Credit Suisse
Switzerland
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
51
Conning Inc
Connecticut
$523K +$511K +2,830 New
MML Investors Services
52
MML Investors Services
Massachusetts
$499K -$1.99K -11 -0.4%
HA
53
HC Advisors
Georgia
$471K – – –
SB
54
Simmons Bank
Arkansas
$440K -$11.7K -65 -3%
CAM
55
Cozad Asset Management
Illinois
$393K +$39.8K +220 +12%
FNBOO
56
First National Bank of Omaha
Nebraska
$386K – – –
WSFS
57
Wilmington Savings Fund Society
Delaware
$374K – – –
KFGK
58
Keystone Financial Group (Kentucky)
Kentucky
$347K – – –
BJL
59
Brighton Jones LLC
Washington
$305K +$903 +5 +0.3%
PFS
60
Prospera Financial Services
Texas
$290K +$18.1K +100 +7%
EP
61
Eudaimonia Partners
Tennessee
$250K +$9.04K +50 +4%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$246K – – –
CAL
63
Capital Advisors Ltd
Ohio
$243K – – –
SIG
64
Sargent Investment Group
Maryland
$234K -$90.3K -500 -28%
PL
65
Plancorp LLC
Missouri
$224K – – –
BAM
66
Belpointe Asset Management
Nevada
$209K – – –
SCA
67
Snowden Capital Advisors
New York
$206K -$36.7K -203 -15%
AWM
68
AE Wealth Management
Kansas
$206K -$77.2K -427 -28%
SWA
69
Stratos Wealth Advisors
Ohio
$206K +$201K +1,113 New
AAS
70
Avantax Advisory Services
Texas
$204K +$200K +1,106 New
RCM
71
Radnor Capital Management
Pennsylvania
$203K +$199K +1,100 New
FCM
72
Firestone Capital Management
Florida
$200K – – –
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$176K +$172K +954 New
JCM
74
Jacobi Capital Management
Pennsylvania
$124K +$181 +1 +0.1%
TC
75
Tacita Capital
Ontario, Canada
$116K – – –
1 2
3
4 5

VTHR Hedge Fund Activity: Q1 2021 in Review

99 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q1 2021, worth a combined $263M — up 16% from $227M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VTHR positions and 5 closed out — a net gain of 15 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $10.5M. The largest seller was Ameriprise, cutting an estimated $7.87M.

  • 99 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q1 2021, up from 84 in Q4 2020.
  • Funds reported $263M of Vanguard Russell 3000 ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 3000 ETF positions in Q1 2021 and 5 closed out, a net change of +15 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q1 2021 was HighTower Advisors, an estimated $10.5M added.
  • The largest Vanguard Russell 3000 ETF seller in Q1 2021 was Ameriprise, an estimated $7.87M sold.

Based on aggregated 13F filings for Q1 2021.