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Vanguard Russell 3000 ETF
VTHR

Overview Fund Activity

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
Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
2.15%
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
1
MML Investors Services
Massachusetts
$10.6M
2
DPI
2
Diversified Portfolios Inc
Michigan
$9.04M
3
WA
3
Wealthstream Advisors
New York
$3.97M
4
RJA
4
Raymond James & Associates
Florida
$6.59M
5
AssetMark Inc
5
AssetMark Inc
California
$3.58M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$6.63M
2
Cerity Partners
2
Cerity Partners
New York
$4.63M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$18.8M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2.6M
5
Chevy Chase Trust
5
Chevy Chase Trust
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSP
76
Principal Street Partners
Tennessee
$708K -$976K -5,682 -58%
TVAMP
77
Tennessee Valley Asset Management Partners
Tennessee
$707K -$11.9K -69 -2%
Creative Planning
78
Creative Planning
Kansas
$677K +$76.6K +446 +13%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$670K +$36.2K +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 +$518K +3,015 New
Stifel Financial
83
Stifel Financial
Missouri
$504K -$34.5K -201 -6%
CI
84
Conning Inc
Connecticut
$486K – – –
AIA
85
Arbor Investment Advisors
North Carolina
$445K -$9.62K -56 -2%
CAM
86
Cozad Asset Management
Illinois
$427K – – –
GW
87
GW & Wade
Massachusetts
$426K – – –
FFM
88
Forum Financial Management
Illinois
$406K +$406K +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 -$27.1K -158 -7%
AWAG
92
ARS Wealth Advisors Group
Florida
$348K -$43.6K -254 -11%
WC
93
Wealth CMT
New Jersey
$346K +$688 +4 +0.2%
BFG
94
Bleakley Financial Group
New Jersey
$336K +$336K +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 +$301K +1,755 New
RJT
98
Raymond James Trust
Florida
$300K +$300K +1,749 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$292K +$292K +1,699 New
BJL
100
Brighton Jones LLC
Washington
$290K +$2.41K +14 +0.8%
2 3
4
5 6