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Vanguard Russell 3000 ETF

120 hedge funds and large institutions have $399M invested in Vanguard Russell 3000 ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

75% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 24

10% more funds holding

Funds holding: 109120 (+11)

4% more capital invested

Capital invested by funds: $383M → $399M (+$15.1M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6.95% less ownership

Funds ownership: 39.78%32.84% (-6.9%)

Holders
120
Holders Change
+11
Holders Change %
+10.09%
% of All Funds
1.89%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
20
Increased
42
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$1.06M -$5.23K -26 -0.3%
1WM
52
1900 Wealth Management
Texas
$1.03M
JIC
53
Johnson Investment Counsel
Ohio
$979K
AC
54
AlphaCore Capital
California
$887K +$57.9K +288 +7%
LNC
55
Lincoln National Corp
Pennsylvania
$845K +$34.8K +173 +4%
AssetMark Inc
56
AssetMark Inc
California
$795K +$723K +3,592 +1,174%
RJA
57
Raymond James & Associates
Florida
$759K +$63.8K +317 +9%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$757K +$10.9K +54 +1%
MWA
59
MFA Wealth Advisors
Pennsylvania
$755K
PAG
60
Private Advisor Group
New Jersey
$713K +$1.21K +6 +0.2%
Creative Planning
61
Creative Planning
Kansas
$712K -$55.3K -275 -7%
PCG
62
Private Capital Group
Connecticut
$668K
CG
63
Colony Group
Massachusetts
$651K +$642K +3,192 New
Stifel Financial
64
Stifel Financial
Missouri
$603K +$364K +1,810 +158%
CI
65
Conning Inc
Connecticut
$578K
AIA
66
Arbor Investment Advisors
North Carolina
$545K +$402 +2 +0.1%
RE
67
RBC Europe
United Kingdom
$533K +$30.2K +150 +6%
GVAG
68
Great Valley Advisor Group
Delaware
$531K +$24.1K +120 +5%
CAM
69
Cozad Asset Management
Illinois
$507K
Jane Street
70
Jane Street
New York
$484K +$477K +2,371 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$481K +$474K +2,356 New
AWS
72
Atria Wealth Solutions
New York
$476K +$469K +2,333 New
AWAG
73
ARS Wealth Advisors Group
Florida
$471K
SFSG
74
Sound Financial Strategies Group
Mississippi
$436K -$291K -1,446 -40%
SB
75
Simmons Bank
Arkansas
$433K -$4.02K -20 -0.9%

VTHR Hedge Fund Activity: Q1 2022 in Review

120 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q1 2022, worth a combined $399M — up 3.9% from $383M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VTHR positions and 8 closed out — a net gain of 12 holders — while 42 added to existing stakes and 24 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $18.8M. The largest seller was Commonwealth Equity Services, cutting an estimated $12.8M.

  • 120 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q1 2022, up from 109 in Q4 2021.
  • Funds reported $399M of Vanguard Russell 3000 ETF stock for Q1 2022, up 3.9% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 3000 ETF positions in Q1 2022 and 8 closed out, a net change of +12 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q1 2022 was Cerity Partners, an estimated $18.8M added.
  • The largest Vanguard Russell 3000 ETF seller in Q1 2022 was Commonwealth Equity Services, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2022.