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Vanguard Russell 3000 ETF

99 hedge funds and large institutions have $263M invested in Vanguard Russell 3000 ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

18% more funds holding

Funds holding: 8499 (+15)

16% more capital invested

Capital invested by funds: $227M → $263M (+$36.2M)

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

0.41% more ownership

Funds ownership: 26.68%27.09% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
26
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$115K +$113K +624 New
ADL
77
Asset Dedication LLC
California
$112K
HR
78
Howe & Rusling
New York
$85K
RE
79
RBC Europe
United Kingdom
$73.9K +$72.3K +400 New
PFSC
80
Peoples Financial Services Corp
Pennsylvania
$64K +$31.6K +175 +103%
GRP
81
Global Retirement Partners
California
$56K +$35.2K +195 +181%
SPIA
82
Steward Partners Investment Advisory
New York
$53.6K +$52.4K +290 New
GWM
83
Geneos Wealth Management
Colorado
$46K
JP Morgan Chase
84
JP Morgan Chase
New York
$46K +$45.2K +250 New
Citigroup
85
Citigroup
New York
$44K
FF
86
FourThought Financial
Florida
$42K
MA
87
MUFG Americas
New York
$39K +$37.8K +209 New
NFG
88
Next Financial Group
Texas
$32K
ST
89
Smithfield Trust
Pennsylvania
$30K +$2.89K +16 +11%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$19K +$18.1K +100 New
HIA
91
Harbor Investment Advisory
Maryland
$8K
BlackRock
92
BlackRock
New York
$7K
QCG
93
Quadrant Capital Group
Ohio
$7K
PO
94
Private Ocean
California
$4K -$181 -1 -5%
PMFA
95
Plante Moran Financial Advisors
Michigan
$3K -$278K -1,536 -99%
AssetMark Inc
96
AssetMark Inc
California
$3K -$7.05K -39 -68%
HI
97
Harbour Investments
Wisconsin
$3K +$2.71K +15 New
1WM
98
1900 Wealth Management
Texas
$930 +$909K +5,032 New
TRCT
99
Tower Research Capital (TRC)
New York
-$1.41M -8,086 Closed
SS
100
Simplicity Solutions
Minnesota
-$268K -1,539 Closed

VTHR Hedge Fund Activity: Q1 2021 in Review

99 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q1 2021, worth a combined $263M — up 16% from $227M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VTHR positions and 5 closed out — a net gain of 15 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $10.5M. The largest seller was Ameriprise, cutting an estimated $7.87M.

  • 99 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q1 2021, up from 84 in Q4 2020.
  • Funds reported $263M of Vanguard Russell 3000 ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 3000 ETF positions in Q1 2021 and 5 closed out, a net change of +15 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q1 2021 was HighTower Advisors, an estimated $10.5M added.
  • The largest Vanguard Russell 3000 ETF seller in Q1 2021 was Ameriprise, an estimated $7.87M sold.

Based on aggregated 13F filings for Q1 2021.