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Vanguard Russell 3000 ETF
VTHR

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: 4 → 5 (+1)

21% more capital invested

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

10% more funds holding

Funds holding: 145 → 160 (+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
–

Top Buyers

1
GC
Gratus Capital
Georgia
+$42.2M
2
SW
SVB Wealth
Massachusetts
+$16.8M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$15.4M
4
Ameriprise
Ameriprise
Minnesota
+$7.21M
5
Cerity Partners
Cerity Partners
New York
+$6.94M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$24M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.99M
3
EK
Evensky & Katz
Florida
-$2.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.53M
5
P
Pitcairn
Pennsylvania
-$1.32M
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%
2 3
4
5 6

VTHR Hedge Fund Activity: Q1 2024 in Review

160 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q1 2024, worth a combined $717M — up 21% from $591M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VTHR positions and 8 closed out — a net gain of 17 holders — while 41 added to existing stakes and 40 trimmed.

The largest buyer was Gratus Capital, opening a new position worth an estimated $42.2M. The largest seller was Morgan Stanley, cutting an estimated $24M.

  • 160 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q1 2024, up from 145 in Q4 2023.
  • Funds reported $717M of Vanguard Russell 3000 ETF stock for Q1 2024, up 21% quarter-over-quarter.
  • 25 funds opened new Vanguard Russell 3000 ETF positions in Q1 2024 and 8 closed out, a net change of +17 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q1 2024 was Gratus Capital, an estimated $42.2M added.
  • The largest Vanguard Russell 3000 ETF seller in Q1 2024 was Morgan Stanley, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2024.