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Vanguard Russell 3000 ETF

138 hedge funds and large institutions have $507M invested in Vanguard Russell 3000 ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 136138 (+2)

3% more capital invested

Capital invested by funds: $495M → $507M (+$12.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.99% less ownership

Funds ownership: 33.06%29.07% (-4%)

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2.17%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
48
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
76
Great Valley Advisor Group
Delaware
$641K
Stifel Financial
77
Stifel Financial
Missouri
$598K -$198K -1,058 -26%
UCFA
78
United Capital Financial Advisors
Texas
$594K -$12.2K -65 -2%
SAM
79
Silvercrest Asset Management
New York
$584K +$554K +2,958 New
CI
80
Conning Inc
Connecticut
$559K
PSP
81
Principal Street Partners
Tennessee
$518K -$281K -1,500 -36%
AIA
82
Arbor Investment Advisors
North Carolina
$502K -$5.8K -31 -1%
CAM
83
Cozad Asset Management
Illinois
$491K
GW
84
GW & Wade
Massachusetts
$489K
FFM
85
Forum Financial Management
Illinois
$471K +$1.87K +10 +0.4%
KFGK
86
Keystone Financial Group (Kentucky)
Kentucky
$467K +$443K +2,365 New
Corient Private Wealth
87
Corient Private Wealth
Florida
$435K -$382K -2,041 -48%
AWAG
88
ARS Wealth Advisors Group
Florida
$425K +$22.8K +122 +6%
FNBOO
89
First National Bank of Omaha
Nebraska
$412K
KAS
90
Kestra Advisory Services
Texas
$404K +$187 +1 +0%
WC
91
Wealth CMT
New Jersey
$396K -$936 -5 -0.2%
PWM
92
Paulson Wealth Management
Illinois
$375K
CTC
93
Corundum Trust Company
South Dakota
$374K +$354K +1,892 New
Jane Street
94
Jane Street
New York
$373K -$1.33M -7,109 -79%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$365K +$7.49K +40 +2%
JMPWA
96
JP Morgan Private Wealth Advisors
California
$362K -$2.11M -11,287 -86%
SMWM
97
Silvia McColl Wealth Management
California
$347K
BJL
98
Brighton Jones LLC
Washington
$336K +$1.5K +8 +0.5%
AAS
99
Avantax Advisory Services
Texas
$335K -$21.5K -115 -6%
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$328K +$187 +1 +0.1%

VTHR Hedge Fund Activity: Q2 2023 in Review

138 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q2 2023, worth a combined $507M — up 2.6% from $495M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VTHR positions and 12 closed out — a net gain of 2 holders — while 48 added to existing stakes and 36 trimmed.

The largest buyer was Ameriprise, adding an estimated $35.6M. The largest seller was JP Morgan Chase, cutting an estimated $37.5M.

  • 138 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $507M of Vanguard Russell 3000 ETF stock for Q2 2023, up 2.6% quarter-over-quarter.
  • 14 funds opened new Vanguard Russell 3000 ETF positions in Q2 2023 and 12 closed out, a net change of +2 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q2 2023 was Ameriprise, an estimated $35.6M added.
  • The largest Vanguard Russell 3000 ETF seller in Q2 2023 was JP Morgan Chase, an estimated $37.5M sold.

Based on aggregated 13F filings for Q2 2023.