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Vanguard Russell 3000 ETF

167 hedge funds and large institutions have $814M invested in Vanguard Russell 3000 ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

1.19% more ownership

Funds ownership: 31.57%32.76% (+1.2%)

5% more capital invested

Capital invested by funds: $778M → $814M (+$36.6M)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 168167 (-1)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
56
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Nations Financial Group
Iowa
$2.93M +$505K +2,065 +22%
AQR Capital Management
52
AQR Capital Management
Connecticut
$2.87M -$187K -763 -6%
EFG
53
Embree Financial Group
Illinois
$2.57M +$13K +53 +0.5%
Stifel Financial
54
Stifel Financial
Missouri
$2.54M -$512K -2,095 -17%
WS
55
Wedbush Securities
California
$2.5M -$73.3K -300 -3%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$2.49M -$1.47K -6 -0.1%
PWM
57
PBMares Wealth Management
Virginia
$2.42M
CAM
58
Cresset Asset Management
Illinois
$2.31M +$1.32M +5,394 +145%
WA
59
Waverly Advisors
Alabama
$2.26M
PP
60
Pegasus Partners
Wisconsin
$2.22M
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$2.21M
HR
62
Hardy Reed
Mississippi
$2.08M
KAS
63
Kestra Advisory Services
Texas
$2.05M -$6.84K -28 -0.3%
VFP
64
Verus Financial Partners
Virginia
$1.8M -$68K -278 -4%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.69M -$1.21M -4,964 -43%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$1.57M +$362K +1,481 +32%
SFPM
67
Sensible Financial Planning & Management
Massachusetts
$1.53M +$1.48M +6,038 New
OA
68
Operose Advisors
Wisconsin
$1.47M +$6.11K +25 +0.4%
AAS
69
Avantax Advisory Services
Texas
$1.42M +$64.5K +264 +5%
WT
70
Whittier Trust
California
$1.41M
WPC
71
Wedmont Private Capital
Pennsylvania
$1.4M +$1.47K +6 +0.1%
IAG
72
Investment Advisory Group
Massachusetts
$1.36M +$61.4K +251 +5%
WB
73
WesBanco Bank
West Virginia
$1.27M +$1.22M +5,005 New
JIC
74
Johnson Investment Counsel
Ohio
$1.22M
GVAG
75
Great Valley Advisor Group
Delaware
$1.2M

VTHR Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2024, worth a combined $814M — up 4.7% from $778M a quarter earlier.

Fund positioning in VTHR was balanced in Q3 2024: 11 funds opened new positions, 11 closed out, 56 added to existing stakes and 40 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $50.3M. The largest seller was SVB Wealth, exiting entirely with an estimated $18.7M sold.

  • 167 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2024, down from 168 in Q2 2024.
  • Funds reported $814M of Vanguard Russell 3000 ETF stock for Q3 2024, up 4.7% quarter-over-quarter.
  • 11 funds opened new Vanguard Russell 3000 ETF positions in Q3 2024 and 11 closed out, a net change of 0 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $50.3M added.
  • The largest Vanguard Russell 3000 ETF seller in Q3 2024 was SVB Wealth, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2024.