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Vanguard Russell 3000 ETF
VTHR

103 hedge funds and large institutions have $307M invested in Vanguard Russell 3000 ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

3% less capital invested

Capital invested by funds: $317M → $307M (-$10.5M)

1.5% less ownership

Funds ownership: 29.29% → 27.79% (-1.5%)

4% less funds holding

Funds holding: 107 → 103 (-4)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
30
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CTC
Central Trust Company
Missouri
+$4.23M
2
JP Morgan Chase
JP Morgan Chase
New York
+$2.47M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.43M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.03M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.26M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$8.79M
2
Jane Street
Jane Street
New York
-$4.9M
3
HighTower Advisors
HighTower Advisors
Illinois
-$3.63M
4
UBS Group
UBS Group
Switzerland
-$1.63M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PL
76
Plancorp LLC
Missouri
$240K – – –
SCA
77
Snowden Capital Advisors
New York
$234K +$16.9K +83 +8%
BOPW
78
Brandywine Oak Private Wealth
Pennsylvania
$225K – – –
BAM
79
Belpointe Asset Management
Nevada
$224K – – –
SIG
80
Sargent Investment Group
Maryland
$219K – – –
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$219K +$225K +1,104 New
RCM
82
Radnor Capital Management
Pennsylvania
$218K +$224K +1,100 New
FCM
83
Firestone Capital Management
Florida
$215K – – –
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$178K -$81K -398 -31%
JCM
85
Jacobi Capital Management
Pennsylvania
$133K – – –
TC
86
Tacita Capital
Ontario, Canada
$124K – – –
PFSC
87
Peoples Financial Services Corp
Pennsylvania
$99K – – –
HR
88
Howe & Rusling
New York
$92K -$204 -1 -0.2%
NFG
89
Next Financial Group
Texas
$82K -$8.14K -40 -9%
RE
90
RBC Europe
United Kingdom
$79.2K – – –
GRP
91
Global Retirement Partners
California
$68K +$6.51K +32 +10%
SPIA
92
Steward Partners Investment Advisory
New York
$53K -$4.68K -23 -8%
GWM
93
Geneos Wealth Management
Colorado
$47K – – –
ADL
94
Asset Dedication LLC
California
$41K -$80.6K -396 -66%
FF
95
FourThought Financial
Florida
$41K – – –
MA
96
MUFG Americas
New York
$41K – – –
ST
97
Smithfield Trust
Pennsylvania
$37K -$1.02K -5 -3%
QCG
98
Quadrant Capital Group
Ohio
$9K +$407 +2 +5%
HIA
99
Harbor Investment Advisory
Maryland
$8K – – –
BlackRock
100
BlackRock
New York
$7K – – –
1 2 3
4
5

VTHR Hedge Fund Activity: Q3 2021 in Review

103 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2021, worth a combined $307M — down 3.3% from $317M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of VTHR and 4 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 30 added.

The largest buyer was Central Trust Company, adding an estimated $4.23M. The largest seller was Ameriprise, cutting an estimated $8.79M.

  • 103 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2021, down from 107 in Q2 2021.
  • Funds reported $307M of Vanguard Russell 3000 ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 4 funds opened new Vanguard Russell 3000 ETF positions in Q3 2021 and 6 closed out, a net change of -2 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q3 2021 was Central Trust Company, an estimated $4.23M added.
  • The largest Vanguard Russell 3000 ETF seller in Q3 2021 was Ameriprise, an estimated $8.79M sold.

Based on aggregated 13F filings for Q3 2021.