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Vanguard Russell 3000 ETF
VTHR

Overview Fund Activity

167 hedge funds and large institutions have $778M invested in Vanguard Russell 3000 ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 9 closing their positions.

Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
47
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
C
1
Cliffwater
California
$48.2M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$36.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.62M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$30.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$35M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$18.7M
2
Bank of America
2
Bank of America
North Carolina
$18.3M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$24M
4
Brown Advisory
4
Brown Advisory
Maryland
$6.7M
5
PAG
5
Private Advisor Group
New Jersey
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
76
Johnson Investment Counsel
Ohio
$1.15M – – –
GVAG
77
Great Valley Advisor Group
Delaware
$1.13M +$337K +1,408 +43%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$1.13M +$101K +423 +10%
CFGSD
79
Compass Financial Group (South Dakota)
South Dakota
$1.12M – – –
BAAM
80
Baker Avenue Asset Management
California
$1.01M -$35.9K -150 -3%
FFBTD
81
First Financial Bank - Trust Division
Ohio
$964K -$80.3K -335 -8%
Pathstone Holdings
82
Pathstone Holdings
New Jersey
$957K – – –
CB
83
CNB Bank
Pennsylvania
$905K – – –
CAM
84
Cresset Asset Management
Illinois
$891K +$144K +600 +19%
Creative Planning
85
Creative Planning
Kansas
$877K +$5.27K +22 +0.6%
WANY
86
Wealthspire Advisors (New York)
New York
$819K – – –
FC
87
Fairscale Capital
New Hampshire
$735K +$735K +2,939 New
SAM
88
Silvercrest Asset Management
New York
$717K – – –
IA
89
IFP Advisors
Florida
$713K -$11K -46 -2%
CHA
90
Carmichael Hill & Associates
Maryland
$635K -$114K -475 -15%
PSP
91
Principal Street Partners
Tennessee
$629K – – –
CAM
92
Cozad Asset Management
Illinois
$595K – – –
SFA
93
Sequoia Financial Advisors
Ohio
$594K – – –
FFM
94
Forum Financial Management
Illinois
$578K – – –
AIA
95
Arbor Investment Advisors
North Carolina
$567K – – –
CPA
96
Capital Planning Advisors
California
$554K +$103K +430 +23%
PWM
97
Paulson Wealth Management
Illinois
$455K – – –
CTC
98
Corundum Trust Company
South Dakota
$453K +$453K +1,892 New
AWAG
99
ARS Wealth Advisors Group
Florida
$451K -$2.64K -11 -0.6%
BFPW
100
BOK Financial Private Wealth
Colorado
$434K +$33.4K +139 +8%
2 3
4
5 6