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Vanguard Russell 3000 ETF

191 hedge funds and large institutions have $1.05B invested in Vanguard Russell 3000 ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

29% more capital invested

Capital invested by funds: $814M → $1.05B (+$237M)

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

14% more funds holding

Funds holding: 167191 (+24)

0.2% less ownership

Funds ownership: 32.76%32.56% (-0.2%)

Holders
191
Holders Change
+24
Holders Change %
+14.37%
% of All Funds
2.52%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
35
Increased
59
Reduced
50
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$3.18M -$12.3K -47 -0.4%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$3.07M
NFG
53
Nations Financial Group
Iowa
$3M -$4.71K -18 -0.2%
EK
54
Evensky & Katz
Florida
$2.91M -$527K -2,012 -15%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$2.71M -$6.16M -23,541 -69%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$2.69M +$146K +559 +6%
EFG
57
Embree Financial Group
Illinois
$2.58M -$44.7K -171 -2%
WS
58
Wedbush Securities
California
$2.57M +$13.1K +50 +0.5%
PWM
59
PBMares Wealth Management
Virginia
$2.48M
1WM
60
1900 Wealth Management
Texas
$2.44M -$1.77M -6,773 -42%
WA
61
Waverly Advisors
Alabama
$2.32M
Jane Street
62
Jane Street
New York
$2.24M +$2.26M +8,631 New
OFS
63
Orrstown Financial Services
Pennsylvania
$2.21M +$1.56M +5,956 +234%
HR
64
Hardy Reed
Mississippi
$2.09M -$35.3K -135 -2%
Pathstone Holdings
65
Pathstone Holdings
New Jersey
$2M +$968K +3,700 +93%
KAS
66
Kestra Advisory Services
Texas
$1.96M -$142K -543 -7%
VFP
67
Verus Financial Partners
Virginia
$1.7M -$134K -513 -7%
FIG
68
FSA Investment Group
Florida
$1.66M +$1.68M +6,429 New
IAG
69
Investment Advisory Group
Massachusetts
$1.55M +$162K +618 +12%
AAS
70
Avantax Advisory Services
Texas
$1.51M +$63.9K +244 +4%
AA
71
Armis Advisers
Georgia
$1.51M +$1.52M +5,802 New
OA
72
Operose Advisors
Wisconsin
$1.51M +$3.4K +13 +0.2%
WT
73
Whittier Trust
California
$1.47M +$28.8K +110 +2%
WPC
74
Wedmont Private Capital
Pennsylvania
$1.45M +$17.5K +67 +1%
WB
75
WesBanco Bank
West Virginia
$1.3M

VTHR Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2024, worth a combined $1.05B — up 29% from $814M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VTHR positions and 5 closed out — a net gain of 30 holders — while 59 added to existing stakes and 50 trimmed.

The largest buyer was Lincoln National Corp, opening a new position worth an estimated $120M. The largest seller was International Assets Investment Management, cutting an estimated $53.9M.

  • 191 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $1.05B of Vanguard Russell 3000 ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 35 funds opened new Vanguard Russell 3000 ETF positions in Q4 2024 and 5 closed out, a net change of +30 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2024 was Lincoln National Corp, an estimated $120M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2024 was International Assets Investment Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q4 2024.