Vanguard Russell 3000 ETF
VTHR
84 hedge funds and large institutions have $227M invested in Vanguard Russell 3000 ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 17
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
29% more capital invested
Capital invested by funds: $176M → $227M (+$50.7M)
4% more funds holding
Funds holding: 81 → 84 (+3)
1.29% more ownership
Funds ownership: 25.38% → 26.68% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.6M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$8.96M |
| 3 |
RCIM
Red Cedar Investment Management
Grand Rapids,
Michigan
|
+$3.72M |
| 4 |
Morgan Stanley
New York
|
+$3.58M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$7.59M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.97M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.87M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$894K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$292K |
VTHR Hedge Fund Activity: Q4 2020 in Review
84 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2020, worth a combined $227M — up 29% from $176M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new VTHR positions and 7 closed out — a net gain of 3 holders — while 27 added to existing stakes and 17 trimmed.
The largest buyer was Ameriprise, adding an estimated $11.6M. The largest seller was B. Riley Wealth Management, exiting entirely with an estimated $7.59M sold.
- 84 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2020, up from 81 in Q3 2020.
- Funds reported $227M of Vanguard Russell 3000 ETF stock for Q4 2020, up 29% quarter-over-quarter.
- 10 funds opened new Vanguard Russell 3000 ETF positions in Q4 2020 and 7 closed out, a net change of +3 holders.
- The largest Vanguard Russell 3000 ETF buyer in Q4 2020 was Ameriprise, an estimated $11.6M added.
- The largest Vanguard Russell 3000 ETF seller in Q4 2020 was B. Riley Wealth Management, an estimated $7.59M sold.
Based on aggregated 13F filings for Q4 2020.