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Vanguard Russell 3000 ETF

123 hedge funds and large institutions have $394M invested in Vanguard Russell 3000 ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

6% more capital invested

Capital invested by funds: $371M → $394M (+$23.4M)

1.34% more ownership

Funds ownership: 34.5%35.84% (+1.3%)

1% more funds holding

Funds holding: 122123 (+1)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
2.12%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
13
Increased
43
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$505K +$31.1K +174 +6%
CI
77
Conning Inc
Connecticut
$456K
AIA
78
Arbor Investment Advisors
North Carolina
$427K +$357 +2 +0.1%
CAM
79
Cozad Asset Management
Illinois
$400K
GW
80
GW & Wade
Massachusetts
$399K +$443K +2,478 New
KFGK
81
Keystone Financial Group (Kentucky)
Kentucky
$381K
AWAG
82
ARS Wealth Advisors Group
Florida
$368K -$4.65K -26 -1%
KAS
83
Kestra Advisory Services
Texas
$359K -$964K -5,394 -71%
FNBOO
84
First National Bank of Omaha
Nebraska
$337K
WC
85
Wealth CMT
New Jersey
$324K +$359K +2,009 New
RJFSA
86
Raymond James Financial Services Advisors
Florida
$318K
BAM
87
Belpointe Asset Management
Nevada
$310K
PWM
88
Paulson Wealth Management
Illinois
$306K +$340K +1,900 New
WDL
89
Well Done LLC
Michigan
$306K +$340K +1,900 New
BJL
90
Brighton Jones LLC
Washington
$270K +$1.25K +7 +0.4%
AAS
91
Avantax Advisory Services
Texas
$268K +$10.9K +61 +4%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$267K
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$237K +$3.22K +18 +1%
AWS
94
Atria Wealth Solutions
New York
$231K -$26.8K -150 -10%
BCM
95
Brookstone Capital Management
Illinois
$225K -$3.4K -19 -1%
ST
96
Sentinel Trust
Texas
$217K -$8.04K -45 -3%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$217K +$240K +1,345 New
JCM
98
Jacobi Capital Management
Pennsylvania
$213K
CAL
99
Capital Advisors Ltd
Ohio
$212K
WSFS
100
Wilmington Savings Fund Society
Delaware
$210K

VTHR Hedge Fund Activity: Q3 2022 in Review

123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2022, worth a combined $394M — up 6.3% from $371M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VTHR positions and 9 closed out — a net gain of 4 holders — while 43 added to existing stakes and 31 trimmed.

The largest buyer was Ameriprise, adding an estimated $27.4M. The largest seller was Kore Private Wealth, cutting an estimated $6.91M.

  • 123 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2022, up from 122 in Q2 2022.
  • Funds reported $394M of Vanguard Russell 3000 ETF stock for Q3 2022, up 6.3% quarter-over-quarter.
  • 13 funds opened new Vanguard Russell 3000 ETF positions in Q3 2022 and 9 closed out, a net change of +4 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q3 2022 was Ameriprise, an estimated $27.4M added.
  • The largest Vanguard Russell 3000 ETF seller in Q3 2022 was Kore Private Wealth, an estimated $6.91M sold.

Based on aggregated 13F filings for Q3 2022.