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Vanguard Russell 3000 ETF
VTHR

Overview Fund Activity

135 hedge funds and large institutions have $495M invested in Vanguard Russell 3000 ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
2.16%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
12
Increased
45
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$89.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$42.8M
3
EWA
3
EP Wealth Advisors
California
$22.1M
4
Cerity Partners
4
Cerity Partners
New York
$18.4M
5
LPL Financial
5
LPL Financial
California
$11.8M

Top Sellers

1
MWM
1
Moran Wealth Management
Florida
$1.13M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.49M
3
Bank of America
3
Bank of America
North Carolina
$14.1M
4
EK
4
Evensky & Katz
Florida
$25.8M
5
ATC
5
Adirondack Trust Company
New York
$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
51
Neuberger Berman Group
New York
$1.47M -$495K -2,700 -25%
ATC
52
Adirondack Trust Company
New York
$1.47M -$3.65M -19,938 -71%
Osaic Holdings
53
Osaic Holdings
Arizona
$1.33M +$47.7K +260 +4%
William Blair & Company
54
William Blair & Company
Illinois
$1.3M -$969K -5,288 -43%
OA
55
Operose Advisors
Wisconsin
$1.25M +$2.93K +16 +0.2%
Wells Fargo
56
Wells Fargo
California
$1.2M -$1.32M -7,189 -52%
1WM
57
1900 Wealth Management
Texas
$1.16M – – –
CCM
58
Coldstream Capital Management
Washington
$1.16M +$83.8K +457 +8%
MWM
59
Moran Wealth Management
Florida
$1.13M -$57.8M -315,551 -98%
WT
60
Whittier Trust
California
$1.02M – – –
WPC
61
Wedmont Private Capital
Pennsylvania
$1.01M – – –
LNC
62
Lincoln National Corp
Pennsylvania
$953K -$19.4K -106 -2%
BFPW
63
BOK Financial Private Wealth
Colorado
$942K – – –
FFBTD
64
First Financial Bank - Trust Division
Ohio
$899K – – –
JIC
65
Johnson Investment Counsel
Ohio
$880K – – –
CFGSD
66
Compass Financial Group (South Dakota)
South Dakota
$855K – – –
RJFSA
67
Raymond James Financial Services Advisors
Florida
$791K -$165K -898 -17%
Corient Private Wealth
68
Corient Private Wealth
Florida
$778K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$767K +$52.8K +288 +7%
PSP
70
Principal Street Partners
Tennessee
$756K – – –
Stifel Financial
71
Stifel Financial
Missouri
$750K +$212K +1,157 +39%
HSA
72
HBK Sorce Advisory
Pennsylvania
$749K -$1.02M -5,587 -58%
IA
73
IFP Advisors
Florida
$743K +$28.4K +225 +4%
Creative Planning
74
Creative Planning
Kansas
$650K -$72K -393 -10%
WANY
75
Wealthspire Advisors (New York)
New York
$624K – – –
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