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Vanguard Russell 3000 ETF
VTHR

120 hedge funds and large institutions have $399M invested in Vanguard Russell 3000 ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

75% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 24

10% more funds holding

Funds holding: 109 → 120 (+11)

4% more capital invested

Capital invested by funds: $383M → $399M (+$15.1M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

6.95% less ownership

Funds ownership: 39.78% → 32.84% (-6.9%)

Holders
120
Holders Change
+11
Holders Change %
+10.09%
% of All Funds
1.89%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
20
Increased
42
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$18.8M
2
WIA
World Investment Advisors
California
+$10.2M
3
PPA
Parametric Portfolio Associates
Washington
+$9.24M
4
GRP
Global Retirement Partners
California
+$7.95M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$6.32M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$12.8M
2
SAM
Silverhawk Asset Management
Arizona
-$7.14M
3
CTC
Central Trust Company
Missouri
-$5.49M
4
HighTower Advisors
HighTower Advisors
Illinois
-$4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
76
Keystone Financial Group (Kentucky)
Kentucky
$431K – – –
FNBOO
77
First National Bank of Omaha
Nebraska
$426K – – –
RJFSA
78
Raymond James Financial Services Advisors
Florida
$350K – – –
BJL
79
Brighton Jones LLC
Washington
$340K +$805 +4 +0.2%
5L
80
55I LLC
Massachusetts
$317K +$313K +1,556 New
HR
81
Hardy Reed
Mississippi
$317K +$313K +1,556 New
CB
82
Commerce Bank
Missouri
$308K +$66.4K +330 +28%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$307K +$20.3K +101 +7%
PFS
84
Prospera Financial Services
Texas
$306K -$225K -1,117 -43%
AAS
85
Avantax Advisory Services
Texas
$305K +$1.21K +6 +0.4%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$297K +$1.41K +7 +0.5%
BCM
87
Brookstone Capital Management
Illinois
$281K -$705K -3,505 -71%
EP
88
Eudaimonia Partners
Tennessee
$275K +$272K +1,350 New
JCM
89
Jacobi Capital Management
Pennsylvania
$269K +$265K +1,319 New
CAL
90
Capital Advisors Ltd
Ohio
$268K – – –
WSFS
91
Wilmington Savings Fund Society
Delaware
$265K -$80.7K -401 -24%
HA
92
HC Advisors
Georgia
$255K -$262K -1,300 -51%
SCA
93
Snowden Capital Advisors
New York
$245K +$216K +1,074 +814%
BOPW
94
Brandywine Oak Private Wealth
Pennsylvania
$232K – – –
BAM
95
Belpointe Asset Management
Nevada
$231K – – –
SIG
96
Sargent Investment Group
Maryland
$225K – – –
RCM
97
Radnor Capital Management
Pennsylvania
$224K – – –
FCM
98
Firestone Capital Management
Florida
$220K – – –
Citadel Advisors
99
Citadel Advisors
Florida
$201K -$934K -4,642 -82%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$185K +$402 +2 +0.2%
2 3
4
5 6

VTHR Hedge Fund Activity: Q1 2022 in Review

120 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q1 2022, worth a combined $399M — up 3.9% from $383M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VTHR positions and 8 closed out — a net gain of 12 holders — while 42 added to existing stakes and 24 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $18.8M. The largest seller was Commonwealth Equity Services, cutting an estimated $12.8M.

  • 120 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q1 2022, up from 109 in Q4 2021.
  • Funds reported $399M of Vanguard Russell 3000 ETF stock for Q1 2022, up 3.9% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 3000 ETF positions in Q1 2022 and 8 closed out, a net change of +12 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q1 2022 was Cerity Partners, an estimated $18.8M added.
  • The largest Vanguard Russell 3000 ETF seller in Q1 2022 was Commonwealth Equity Services, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2022.