We are live on ! Find out more
VTHR icon

Vanguard Russell 3000 ETF
VTHR

133 hedge funds and large institutions have $440M invested in Vanguard Russell 3000 ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

12% more capital invested

Capital invested by funds: $394M → $440M (+$45.9M)

8% more funds holding

Funds holding: 123 → 133 (+10)

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

6.93% less ownership

Funds ownership: 35.84% → 28.91% (-6.9%)

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
2.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
22
Increased
39
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$9.78M
2
DPI
Diversified Portfolios Inc
Michigan
+$5.74M
3
WA
Wealthstream Advisors
New York
+$4M
4
RJA
Raymond James & Associates
Florida
+$3.72M
5
AssetMark Inc
AssetMark Inc
California
+$3.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$15.1M
2
Cerity Partners
Cerity Partners
New York
-$12.1M
3
HighTower Advisors
HighTower Advisors
Illinois
-$11.3M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$8.12M
5
Chevy Chase Trust
Chevy Chase Trust
Maryland
-$7.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
51
HC Advisors
Georgia
$1.54M – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$1.54M +$1.55M +8,970 New
SFG
53
StrategIQ Financial Group
Indiana
$1.53M +$1.54M +8,925 New
PP
54
Pegasus Partners
Wisconsin
$1.5M -$321K -1,855 -17%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.49M -$2.71M -15,675 -64%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.45M +$292K +1,692 +25%
ST
57
Smithfield Trust
Pennsylvania
$1.43M +$333K +1,929 +30%
NFG
58
Nations Financial Group
Iowa
$1.42M -$13.8K -80 -1%
Goldman Sachs
59
Goldman Sachs
New York
$1.35M – – –
Osaic Holdings
60
Osaic Holdings
Arizona
$1.2M +$361K +2,090 +43%
OA
61
Operose Advisors
Wisconsin
$1.16M +$6.39K +37 +0.5%
1WM
62
1900 Wealth Management
Texas
$1.16M – – –
Mariner
63
Mariner
Kansas
$1.14M +$269K +1,557 +31%
CCM
64
Coldstream Capital Management
Washington
$1.01M +$1.01M +5,852 New
WPC
65
Wedmont Private Capital
Pennsylvania
$963K – – –
WT
66
Whittier Trust
California
$953K – – –
LNC
67
Lincoln National Corp
Pennsylvania
$911K +$134K +773 +17%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$896K +$560K +3,240 +164%
BFPW
69
BOK Financial Private Wealth
Colorado
$883K – – –
FFBTD
70
First Financial Bank - Trust Division
Ohio
$842K – – –
JIC
71
Johnson Investment Counsel
Ohio
$824K -$307K -1,779 -27%
PA
72
Procyon Advisors
Connecticut
$811K +$816K +4,720 New
CFGSD
73
Compass Financial Group (South Dakota)
South Dakota
$801K +$806K +4,665 New
Corient Private Wealth
74
Corient Private Wealth
Florida
$729K +$734K +4,245 New
IA
75
IFP Advisors
Florida
$714K -$477K -2,757 -33%
1 2
3
4 5

VTHR Hedge Fund Activity: Q4 2022 in Review

133 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2022, worth a combined $440M — up 12% from $394M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VTHR positions and 9 closed out — a net gain of 13 holders — while 39 added to existing stakes and 36 trimmed.

The largest buyer was MML Investors Services, adding an estimated $9.78M. The largest seller was JP Morgan Chase, cutting an estimated $15.1M.

  • 133 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2022, up from 123 in Q3 2022.
  • Funds reported $440M of Vanguard Russell 3000 ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 22 funds opened new Vanguard Russell 3000 ETF positions in Q4 2022 and 9 closed out, a net change of +13 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2022 was MML Investors Services, an estimated $9.78M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2022 was JP Morgan Chase, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2022.