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Vanguard Russell 3000 ETF
VTHR

Overview Fund Activity

135 hedge funds and large institutions have $437M invested in Vanguard Russell 3000 ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 8 closing their positions.

Holders
135
Holders Change
-2
Holders Change %
-1.46%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
7
Increased
35
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$14M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.8M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.73M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$22M
5
PAG
5
Private Advisor Group
New Jersey
$1.05M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$110M
2
Cerity Partners
2
Cerity Partners
New York
$3.74M
3
EK
3
Evensky & Katz
Florida
$6.56M
4
Bank of America
4
Bank of America
North Carolina
$10.6M
5
CB
5
Commerce Bank
Missouri
$8.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
51
Pegasus Partners
Wisconsin
$1.67M – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$1.52M +$901K +4,725 +145%
Wells Fargo
53
Wells Fargo
California
$1.37M +$140K +736 +11%
Osaic Holdings
54
Osaic Holdings
Arizona
$1.26M -$741K -3,886 -37%
CCM
55
Coldstream Capital Management
Washington
$1.2M – – –
OA
56
Operose Advisors
Wisconsin
$1.19M -$59.7K -313 -5%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$1.18M -$146K -765 -11%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$1.15M -$183K -961 -14%
WPC
59
Wedmont Private Capital
Pennsylvania
$1.07M – – –
WT
60
Whittier Trust
California
$1.06M – – –
PAG
61
Private Advisor Group
New Jersey
$1.05M +$1.05M +5,509 New
LNC
62
Lincoln National Corp
Pennsylvania
$1.04M +$52.3K +274 +5%
PSP
63
Principal Street Partners
Tennessee
$1M +$500K +2,624 +100%
JIC
64
Johnson Investment Counsel
Ohio
$916K – – –
CFGSD
65
Compass Financial Group (South Dakota)
South Dakota
$890K – – –
BFPW
66
BOK Financial Private Wealth
Colorado
$859K – – –
FFBTD
67
First Financial Bank - Trust Division
Ohio
$831K -$31.7K -166 -4%
BAAM
68
Baker Avenue Asset Management
California
$810K +$128K +669 +19%
PFO
69
Pathstone Family Office
New Jersey
$762K +$762K +3,995 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$757K +$7.44K +39 +1%
Creative Planning
71
Creative Planning
Kansas
$694K – – –
WANY
72
Wealthspire Advisors (New York)
New York
$652K +$2.29K +12 +0.4%
TVAMP
73
Tennessee Valley Asset Management Partners
Tennessee
$645K -$3.62K -19 -0.6%
CHA
74
Carmichael Hill & Associates
Maryland
$641K -$37.8K -198 -6%
GVAG
75
Great Valley Advisor Group
Delaware
$619K – – –
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