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Vanguard Russell 3000 ETF
VTHR

Overview Fund Activity

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
Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
2.13%
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
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$37.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$20.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.42M
4
Wells Fargo
4
Wells Fargo
California
$3.23M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$1.87M

Top Sellers

1
KPW
1
Kore Private Wealth
New York
$684K
2
UBS Group
2
UBS Group
Switzerland
$4.59M
3
EK
3
Evensky & Katz
Florida
$28.7M
4
DPI
4
Diversified Portfolios Inc
Michigan
$3.14M
5
Cerity Partners
5
Cerity Partners
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$505K +$28K +174 +6%
CI
77
Conning Inc
Connecticut
$456K – – –
AIA
78
Arbor Investment Advisors
North Carolina
$427K +$322 +2 +0.1%
CAM
79
Cozad Asset Management
Illinois
$400K – – –
GW
80
GW & Wade
Massachusetts
$399K +$399K +2,478 New
KFGK
81
Keystone Financial Group (Kentucky)
Kentucky
$381K – – –
AWAG
82
ARS Wealth Advisors Group
Florida
$368K -$4.19K -26 -1%
KAS
83
Kestra Advisory Services
Texas
$359K -$870K -5,394 -71%
FNBOO
84
First National Bank of Omaha
Nebraska
$337K – – –
WC
85
Wealth CMT
New Jersey
$324K +$324K +2,009 New
RJFSA
86
Raymond James Financial Services Advisors
Florida
$318K – – –
BAM
87
Belpointe Asset Management
Nevada
$310K – – –
WDL
88
Well Done LLC
Michigan
$306K +$306K +1,900 New
PWM
89
Paulson Wealth Management
Illinois
$306K +$306K +1,900 New
BJL
90
Brighton Jones LLC
Washington
$270K +$1.13K +7 +0.4%
AAS
91
Avantax Advisory Services
Texas
$268K +$9.83K +61 +4%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$267K – – –
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$237K +$2.9K +18 +1%
AWS
94
Atria Wealth Solutions
New York
$231K -$24.3K -150 -10%
BCM
95
Brookstone Capital Management
Illinois
$225K -$3.05K -19 -1%
ST
96
Sentinel Trust
Texas
$217K -$7.24K -45 -3%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$217K +$217K +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 – – –
2 3
4
5 6