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Vanguard Russell 3000 ETF

160 hedge funds and large institutions have $717M invested in Vanguard Russell 3000 ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $591M → $717M (+$126M)

10% more funds holding

Funds holding: 145160 (+15)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0.24% more ownership

Funds ownership: 30.55%30.79% (+0.24%)

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
41
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
76
Pathstone Holdings
New Jersey
$931K
WIA
77
World Investment Advisors
California
$909K -$534K -2,409 -38%
CB
78
CNB Bank
Pennsylvania
$880K +$837K +3,777 New
IAG
79
Investment Advisory Group
Massachusetts
$865K +$823K +3,712 New
Creative Planning
80
Creative Planning
Kansas
$848K -$37.7K -170 -4%
BCV
81
Banque Cantonale Vaudoise
Switzerland
$841K
WANY
82
Wealthspire Advisors (New York)
New York
$796K
TVAMP
83
Tennessee Valley Asset Management Partners
Tennessee
$792K -$751K -3,386 -50%
GVAG
84
Great Valley Advisor Group
Delaware
$771K +$13.3K +60 +2%
CHA
85
Carmichael Hill & Associates
Maryland
$728K -$52.5K -237 -7%
CAM
86
Cresset Asset Management
Illinois
$725K +$690K +3,113 New
Osaic Holdings
87
Osaic Holdings
Arizona
$724K -$171K -773 -20%
IA
88
IFP Advisors
Florida
$704K
SAM
89
Silvercrest Asset Management
New York
$697K +$2K +9 +0.3%
KFGK
90
Keystone Financial Group (Kentucky)
Kentucky
$609K +$44.3K +200 +8%
PSP
91
Principal Street Partners
Tennessee
$607K
CAM
92
Cozad Asset Management
Illinois
$579K
SFA
93
Sequoia Financial Advisors
Ohio
$577K
FFM
94
Forum Financial Management
Illinois
$562K +$1.55K +7 +0.3%
AIA
95
Arbor Investment Advisors
North Carolina
$551K +$443 +2 +0.1%
Corient Private Wealth
96
Corient Private Wealth
Florida
$513K
PWM
97
Paulson Wealth Management
Illinois
$443K
AWAG
98
ARS Wealth Advisors Group
Florida
$441K
CPA
99
Capital Planning Advisors
California
$438K +$97.6K +440 +31%
SMWM
100
Silvia McColl Wealth Management
California
$405K +$1.33K +6 +0.3%