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Vanguard Russell 3000 ETF

168 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 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $717M → $778M (+$60.8M)

5% more funds holding

Funds holding: 160168 (+8)

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

0.78% more ownership

Funds ownership: 30.79%31.57% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
168
Holders Change
+8
Holders Change %
+5%
% 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
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
76
Johnson Investment Counsel
Ohio
$1.15M
GVAG
77
Great Valley Advisor Group
Delaware
$1.13M +$327K +1,408 +43%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$1.13M +$98.1K +423 +10%
CFGSD
79
Compass Financial Group (South Dakota)
South Dakota
$1.12M
BAAM
80
Baker Avenue Asset Management
California
$1.01M -$34.8K -150 -3%
FFBTD
81
First Financial Bank - Trust Division
Ohio
$964K -$77.7K -335 -8%
Pathstone Holdings
82
Pathstone Holdings
New Jersey
$957K
CB
83
CNB Bank
Pennsylvania
$905K
CAM
84
Cresset Asset Management
Illinois
$891K +$139K +600 +19%
Creative Planning
85
Creative Planning
Kansas
$877K +$5.1K +22 +0.6%
WANY
86
Wealthspire Advisors (New York)
New York
$819K
FC
87
Fairscale Capital
New Hampshire
$735K +$682K +2,939 New
SAM
88
Silvercrest Asset Management
New York
$717K
IA
89
IFP Advisors
Florida
$713K -$10.7K -46 -2%
CHA
90
Carmichael Hill & Associates
Maryland
$635K -$110K -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 +$99.7K +430 +23%
PWM
97
Paulson Wealth Management
Illinois
$455K
CTC
98
Corundum Trust Company
South Dakota
$453K +$439K +1,892 New
AWAG
99
ARS Wealth Advisors Group
Florida
$451K -$2.55K -11 -0.6%
BFPW
100
BOK Financial Private Wealth
Colorado
$434K +$32.2K +139 +8%