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Vanguard Russell 3000 ETF
VTHR

145 hedge funds and large institutions have $591M invested in Vanguard Russell 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

35% more capital invested

Capital invested by funds: $437M → $591M (+$154M)

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

7% more funds holding

Funds holding: 136 → 145 (+9)

4.82% more ownership

Funds ownership: 25.73% → 30.55% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
145
Holders Change
+9
Holders Change %
+6.62%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
47
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$32.2M
2
Cerity Partners
Cerity Partners
New York
+$17.2M
3
SW
SVB Wealth
Massachusetts
+$15.9M
4
PAG
Private Advisor Group
New Jersey
+$14.1M
5
MML Investors Services
MML Investors Services
Massachusetts
+$10.5M

Top Sellers

1
WIA
World Investment Advisors
California
-$9.62M
2
GRP
Global Retirement Partners
California
-$8.53M
3
C
Cliffwater
California
-$6.57M
4
Ameriprise
Ameriprise
Minnesota
-$4.33M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$1.9M -$18K -91 -1%
SFG
52
StrategIQ Financial Group
Indiana
$1.9M – – –
PP
53
Pegasus Partners
Wisconsin
$1.86M – – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1.85M +$140K +709 +9%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1.84M -$134K -674 -7%
HR
56
Hardy Reed
Mississippi
$1.74M -$150K -758 -8%
VFP
57
Verus Financial Partners
Virginia
$1.69M -$1.22M -6,147 -44%
TVAMP
58
Tennessee Valley Asset Management Partners
Tennessee
$1.44M +$675K +3,405 +101%
WIA
59
World Investment Advisors
California
$1.34M -$9.62M -48,554 -88%
CCM
60
Coldstream Capital Management
Washington
$1.34M – – –
OA
61
Operose Advisors
Wisconsin
$1.34M +$3.57K +18 +0.3%
NPT
62
National Philanthropic Trust
Pennsylvania
$1.31M +$1.22M +6,154 New
WPC
63
Wedmont Private Capital
Pennsylvania
$1.18M +$1.78K +9 +0.2%
WT
64
Whittier Trust
California
$1.18M – – –
LNC
65
Lincoln National Corp
Pennsylvania
$1.16M -$4.56K -23 -0.4%
KAS
66
Kestra Advisory Services
Texas
$1.12M +$609K +3,074 +139%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$1.03M -$233K -1,178 -20%
JIC
68
Johnson Investment Counsel
Ohio
$1.02M – – –
CFGSD
69
Compass Financial Group (South Dakota)
South Dakota
$993K – – –
BAAM
70
Baker Avenue Asset Management
California
$941K +$34.5K +174 +4%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$936K -$359K -1,812 -29%
FFBTD
72
First Financial Bank - Trust Division
Ohio
$928K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$901K +$52.3K +264 +7%
Pathstone Holdings
74
Pathstone Holdings
New Jersey
$850K +$792K +3,995 New
Osaic Holdings
75
Osaic Holdings
Arizona
$826K -$541K -2,732 -41%
1 2
3
4 5

VTHR Hedge Fund Activity: Q4 2023 in Review

145 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2023, worth a combined $591M — up 35% from $437M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VTHR positions and 6 closed out — a net gain of 14 holders — while 47 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.2M. The largest seller was World Investment Advisors, cutting an estimated $9.62M.

  • 145 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2023, up from 136 in Q3 2023.
  • Funds reported $591M of Vanguard Russell 3000 ETF stock for Q4 2023, up 35% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 3000 ETF positions in Q4 2023 and 6 closed out, a net change of +14 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $32.2M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2023 was World Investment Advisors, an estimated $9.62M sold.

Based on aggregated 13F filings for Q4 2023.