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Vanguard Russell 3000 ETF
VTHR

Overview Fund Activity

135 hedge funds and large institutions have $495M invested in Vanguard Russell 3000 ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
2.16%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
12
Increased
45
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$89.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$42.8M
3
EWA
3
EP Wealth Advisors
California
$22.1M
4
Cerity Partners
4
Cerity Partners
New York
$18.4M
5
LPL Financial
5
LPL Financial
California
$11.8M

Top Sellers

1
MWM
1
Moran Wealth Management
Florida
$1.13M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.49M
3
Bank of America
3
Bank of America
North Carolina
$14.1M
4
EK
4
Evensky & Katz
Florida
$25.8M
5
ATC
5
Adirondack Trust Company
New York
$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
76
Tennessee Valley Asset Management Partners
Tennessee
$621K -$134K -731 -18%
FTUS
77
Flow Traders U.S.
New York
$610K +$610K +3,326 New
BAAM
78
Baker Avenue Asset Management
California
$604K +$51.1K +279 +9%
GVAG
79
Great Valley Advisor Group
Delaware
$595K – – –
UCFA
80
United Capital Financial Advisors
Texas
$563K -$1.11M -6,082 -66%
PAG
81
Private Advisor Group
New Jersey
$536K +$536K +2,926 New
CI
82
Conning Inc
Connecticut
$519K – – –
AIA
83
Arbor Investment Advisors
North Carolina
$472K -$3.3K -18 -0.7%
CAM
84
Cozad Asset Management
Illinois
$456K – – –
GW
85
GW & Wade
Massachusetts
$454K – – –
FFM
86
Forum Financial Management
Illinois
$435K +$1.47K +8 +0.3%
FNBOO
87
First National Bank of Omaha
Nebraska
$383K – – –
KAS
88
Kestra Advisory Services
Texas
$375K -$4.03K -22 -1%
AWAG
89
ARS Wealth Advisors Group
Florida
$372K – – –
WC
90
Wealth CMT
New Jersey
$369K -$183 -1 -0%
TRCT
91
Tower Research Capital (TRC)
New York
$359K +$129K +705 +56%
BAM
92
Belpointe Asset Management
Nevada
$353K – – –
PWM
93
Paulson Wealth Management
Illinois
$348K – – –
AAS
94
Avantax Advisory Services
Texas
$332K +$27.1K +148 +9%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$331K +$174K +950 +111%
SFS
96
Sowell Financial Services
Arkansas
$326K +$326K +1,778 New
SMWM
97
Silvia McColl Wealth Management
California
$322K – – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$311K – – –
BJL
99
Brighton Jones LLC
Washington
$311K +$1.1K +6 +0.4%
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$304K +$183 +1 +0.1%
2 3
4
5 6