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Vanguard Russell 3000 ETF
VTHR

123 hedge funds and large institutions have $394M invested in Vanguard Russell 3000 ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

6% more capital invested

Capital invested by funds: $371M → $394M (+$23.4M)

1.34% more ownership

Funds ownership: 34.5% → 35.84% (+1.3%)

1% more funds holding

Funds holding: 122 → 123 (+1)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
2.12%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
13
Increased
43
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$27.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$17.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.58M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.13M
5
Wells Fargo
Wells Fargo
California
+$2.2M

Top Sellers

Rank Fund Capital Flow
1
KPW
Kore Private Wealth
New York
-$6.91M
2
UBS Group
UBS Group
Switzerland
-$3.19M
3
EK
Evensky & Katz
Florida
-$2.53M
4
DPI
Diversified Portfolios Inc
Michigan
-$2.51M
5
Cerity Partners
Cerity Partners
New York
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
51
Jane Street
New York
$1.18M +$1.07M +5,963 +436%
1WM
52
1900 Wealth Management
Texas
$1.09M +$311K +1,741 +35%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$1.09M +$176K +984 +17%
OA
54
Operose Advisors
Wisconsin
$1.09M +$2.86K +16 +0.2%
IA
55
IFP Advisors
Florida
$1.06M – – –
JIC
56
Johnson Investment Counsel
Ohio
$1.06M +$318K +1,779 +37%
ST
57
Smithfield Trust
Pennsylvania
$1.03M +$1.1M +6,132 +2,621%
5L
58
55I LLC
Massachusetts
$920K +$1.02M +5,708 New
HR
59
Hardy Reed
Mississippi
$920K +$1.02M +5,708 New
WT
60
Whittier Trust
California
$894K – – –
WPC
61
Wedmont Private Capital
Pennsylvania
$890K +$523K +2,928 +113%
BFPW
62
BOK Financial Private Wealth
Colorado
$832K – – –
Mariner
63
Mariner
Kansas
$820K -$928K -5,193 -50%
MML Investors Services
64
MML Investors Services
Massachusetts
$815K -$75.4K -422 -8%
FFBTD
65
First Financial Bank - Trust Division
Ohio
$790K – – –
Osaic Holdings
66
Osaic Holdings
Arizona
$788K -$199K -1,111 -19%
LNC
67
Lincoln National Corp
Pennsylvania
$730K +$1.43K +8 +0.2%
SPIA
68
Steward Partners Investment Advisory
New York
$691K +$719K +4,023 +1,501%
KPW
69
Kore Private Wealth
New York
$684K -$6.91M -38,667 -90%
TVAMP
70
Tennessee Valley Asset Management Partners
Tennessee
$675K +$749K +4,188 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$594K – – –
Creative Planning
72
Creative Planning
Kansas
$563K – – –
WANY
73
Wealthspire Advisors (New York)
New York
$549K +$609K +3,405 New
PAG
74
Private Advisor Group
New Jersey
$523K -$14.7K -82 -2%
GVAG
75
Great Valley Advisor Group
Delaware
$523K -$3.58K -20 -0.6%
1 2
3
4 5

VTHR Hedge Fund Activity: Q3 2022 in Review

123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2022, worth a combined $394M — up 6.3% from $371M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VTHR positions and 9 closed out — a net gain of 4 holders — while 43 added to existing stakes and 31 trimmed.

The largest buyer was Ameriprise, adding an estimated $27.4M. The largest seller was Kore Private Wealth, cutting an estimated $6.91M.

  • 123 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2022, up from 122 in Q2 2022.
  • Funds reported $394M of Vanguard Russell 3000 ETF stock for Q3 2022, up 6.3% quarter-over-quarter.
  • 13 funds opened new Vanguard Russell 3000 ETF positions in Q3 2022 and 9 closed out, a net change of +4 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q3 2022 was Ameriprise, an estimated $27.4M added.
  • The largest Vanguard Russell 3000 ETF seller in Q3 2022 was Kore Private Wealth, an estimated $6.91M sold.

Based on aggregated 13F filings for Q3 2022.