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Vanguard Russell 3000 ETF
VTHR

145 hedge funds and large institutions have $591M invested in Vanguard Russell 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

35% more capital invested

Capital invested by funds: $437M → $591M (+$154M)

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

7% more funds holding

Funds holding: 136 → 145 (+9)

4.82% more ownership

Funds ownership: 25.73% → 30.55% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
145
Holders Change
+9
Holders Change %
+6.62%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
47
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$32.2M
2
Cerity Partners
Cerity Partners
New York
+$17.2M
3
SW
SVB Wealth
Massachusetts
+$15.9M
4
PAG
Private Advisor Group
New Jersey
+$14.1M
5
MML Investors Services
MML Investors Services
Massachusetts
+$10.5M

Top Sellers

1
WIA
World Investment Advisors
California
-$9.62M
2
GRP
Global Retirement Partners
California
-$8.53M
3
C
Cliffwater
California
-$6.57M
4
Ameriprise
Ameriprise
Minnesota
-$4.33M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$811K +$33.7K +170 +5%
BCV
77
Banque Cantonale Vaudoise
Switzerland
$768K +$715K +3,610 New
AAS
78
Avantax Advisory Services
Texas
$754K +$326K +1,644 +87%
WANY
79
Wealthspire Advisors (New York)
New York
$727K – – –
CHA
80
Carmichael Hill & Associates
Maryland
$715K – – –
GVAG
81
Great Valley Advisor Group
Delaware
$691K – – –
IA
82
IFP Advisors
Florida
$643K – – –
SAM
83
Silvercrest Asset Management
New York
$635K +$2.38K +12 +0.4%
PSP
84
Principal Street Partners
Tennessee
$558K -$520K -2,624 -50%
CAM
85
Cozad Asset Management
Illinois
$529K – – –
SFA
86
Sequoia Financial Advisors
Ohio
$527K +$491K +2,478 New
GW
87
GW & Wade
Massachusetts
$527K – – –
KFGK
88
Keystone Financial Group (Kentucky)
Kentucky
$514K +$9.91K +50 +2%
FFM
89
Forum Financial Management
Illinois
$512K +$2.18K +11 +0.5%
AIA
90
Arbor Investment Advisors
North Carolina
$503K +$396 +2 +0.1%
Corient Private Wealth
91
Corient Private Wealth
Florida
$469K – – –
FNBOO
92
First National Bank of Omaha
Nebraska
$445K – – –
BFPW
93
BOK Financial Private Wealth
Colorado
$413K -$508K -2,565 -57%
PWM
94
Paulson Wealth Management
Illinois
$404K – – –
AWAG
95
ARS Wealth Advisors Group
Florida
$403K -$21.4K -108 -5%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$391K +$28.1K +142 +8%
SMWM
97
Silvia McColl Wealth Management
California
$376K +$9.91K +50 +3%
BJL
98
Brighton Jones LLC
Washington
$366K +$1.39K +7 +0.4%
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$353K +$198 +1 +0.1%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$341K -$9.12K -46 -3%
2 3
4
5 6

VTHR Hedge Fund Activity: Q4 2023 in Review

145 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2023, worth a combined $591M — up 35% from $437M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VTHR positions and 6 closed out — a net gain of 14 holders — while 47 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.2M. The largest seller was World Investment Advisors, cutting an estimated $9.62M.

  • 145 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2023, up from 136 in Q3 2023.
  • Funds reported $591M of Vanguard Russell 3000 ETF stock for Q4 2023, up 35% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 3000 ETF positions in Q4 2023 and 6 closed out, a net change of +14 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $32.2M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2023 was World Investment Advisors, an estimated $9.62M sold.

Based on aggregated 13F filings for Q4 2023.