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Vanguard Russell 3000 ETF
VTHR

133 hedge funds and large institutions have $440M invested in Vanguard Russell 3000 ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

12% more capital invested

Capital invested by funds: $394M → $440M (+$45.9M)

8% more funds holding

Funds holding: 123 → 133 (+10)

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

6.93% less ownership

Funds ownership: 35.84% → 28.91% (-6.9%)

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
2.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
22
Increased
39
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$9.78M
2
DPI
Diversified Portfolios Inc
Michigan
+$5.74M
3
WA
Wealthstream Advisors
New York
+$4M
4
RJA
Raymond James & Associates
Florida
+$3.72M
5
AssetMark Inc
AssetMark Inc
California
+$3.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$15.1M
2
Cerity Partners
Cerity Partners
New York
-$12.1M
3
HighTower Advisors
HighTower Advisors
Illinois
-$11.3M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$8.12M
5
Chevy Chase Trust
Chevy Chase Trust
Maryland
-$7.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
76
Principal Street Partners
Tennessee
$708K -$982K -5,682 -58%
TVAMP
77
Tennessee Valley Asset Management Partners
Tennessee
$707K -$11.9K -69 -2%
Creative Planning
78
Creative Planning
Kansas
$677K +$77.1K +446 +13%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$670K +$36.5K +211 +6%
WANY
80
Wealthspire Advisors (New York)
New York
$585K – – –
GVAG
81
Great Valley Advisor Group
Delaware
$558K – – –
BAAM
82
Baker Avenue Asset Management
California
$518K +$521K +3,015 New
Stifel Financial
83
Stifel Financial
Missouri
$504K -$34.7K -201 -6%
CI
84
Conning Inc
Connecticut
$486K – – –
AIA
85
Arbor Investment Advisors
North Carolina
$445K -$9.68K -56 -2%
CAM
86
Cozad Asset Management
Illinois
$427K – – –
GW
87
GW & Wade
Massachusetts
$426K – – –
FFM
88
Forum Financial Management
Illinois
$406K +$409K +2,366 New
KFGK
89
Keystone Financial Group (Kentucky)
Kentucky
$406K – – –
FNBOO
90
First National Bank of Omaha
Nebraska
$359K – – –
KAS
91
Kestra Advisory Services
Texas
$355K -$27.3K -158 -7%
AWAG
92
ARS Wealth Advisors Group
Florida
$348K -$43.9K -254 -11%
WC
93
Wealth CMT
New Jersey
$346K +$691 +4 +0.2%
BFG
94
Bleakley Financial Group
New Jersey
$336K +$338K +1,957 New
BAM
95
Belpointe Asset Management
Nevada
$331K – – –
PWM
96
Paulson Wealth Management
Illinois
$326K – – –
SMWM
97
Silvia McColl Wealth Management
California
$301K +$303K +1,755 New
RJT
98
Raymond James Trust
Florida
$300K +$302K +1,749 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$292K +$294K +1,699 New
BJL
100
Brighton Jones LLC
Washington
$290K +$2.42K +14 +0.8%
2 3
4
5 6

VTHR Hedge Fund Activity: Q4 2022 in Review

133 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2022, worth a combined $440M — up 12% from $394M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VTHR positions and 9 closed out — a net gain of 13 holders — while 39 added to existing stakes and 36 trimmed.

The largest buyer was MML Investors Services, adding an estimated $9.78M. The largest seller was JP Morgan Chase, cutting an estimated $15.1M.

  • 133 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2022, up from 123 in Q3 2022.
  • Funds reported $440M of Vanguard Russell 3000 ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 22 funds opened new Vanguard Russell 3000 ETF positions in Q4 2022 and 9 closed out, a net change of +13 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2022 was MML Investors Services, an estimated $9.78M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2022 was JP Morgan Chase, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2022.