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Vanguard Russell 3000 ETF

160 hedge funds and large institutions have $717M invested in Vanguard Russell 3000 ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $591M → $717M (+$126M)

10% more funds holding

Funds holding: 145160 (+15)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0.24% more ownership

Funds ownership: 30.55%30.79% (+0.24%)

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
41
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
51
Embree Financial Group
Illinois
$2.36M +$5.32K +24 +0.2%
HA
52
HC Advisors
Georgia
$2.29M +$188K +850 +9%
NFG
53
Nations Financial Group
Iowa
$2.22M -$41K -185 -2%
WA
54
Waverly Advisors
Alabama
$2.08M +$1.98M +8,925 New
PP
55
Pegasus Partners
Wisconsin
$2.04M
RJFSA
56
Raymond James Financial Services Advisors
Florida
$2.04M -$46.6K -210 -2%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$2.02M
BRWA
58
B. Riley Wealth Advisors
Florida
$1.94M +$2.25M +10,170 New
HR
59
Hardy Reed
Mississippi
$1.91M
PS
60
Portfolio Strategies
New York
$1.91M +$1.81M +8,183 New
VFP
61
Verus Financial Partners
Virginia
$1.75M -$57.6K -260 -3%
OA
62
Operose Advisors
Wisconsin
$1.46M +$1.55K +7 +0.1%
NPT
63
National Philanthropic Trust
Pennsylvania
$1.43M
KAS
64
Kestra Advisory Services
Texas
$1.35M +$115K +518 +10%
WT
65
Whittier Trust
California
$1.29M
WPC
66
Wedmont Private Capital
Pennsylvania
$1.29M
GAM
67
Gotham Asset Management
New York
$1.17M +$1.11M +5,021 New
JIC
68
Johnson Investment Counsel
Ohio
$1.12M
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$1.1M -$26.4K -119 -2%
CFGSD
70
Compass Financial Group (South Dakota)
South Dakota
$1.09M
AAS
71
Avantax Advisory Services
Texas
$1.07M +$233K +1,050 +30%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.05M -$1.53M -6,889 -60%
BAAM
73
Baker Avenue Asset Management
California
$1.02M -$12.4K -56 -1%
FFBTD
74
First Financial Bank - Trust Division
Ohio
$1.02M
Fidelity Investments
75
Fidelity Investments
Massachusetts
$995K +$9.09K +41 +1%