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Vanguard Russell 3000 ETF

167 hedge funds and large institutions have $814M invested in Vanguard Russell 3000 ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

1.19% more ownership

Funds ownership: 31.57%32.76% (+1.2%)

5% more capital invested

Capital invested by funds: $778M → $814M (+$36.6M)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 168167 (-1)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
56
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGSD
76
Compass Financial Group (South Dakota)
South Dakota
$1.18M
WIA
77
World Investment Advisors
California
$1.09M -$197K -804 -16%
BAAM
78
Baker Avenue Asset Management
California
$1.05M -$22K -90 -2%
Pathstone Holdings
79
Pathstone Holdings
New Jersey
$1.01M
FFBTD
80
First Financial Bank - Trust Division
Ohio
$977K -$42.5K -174 -4%
Creative Planning
81
Creative Planning
Kansas
$942K +$12.7K +52 +1%
CB
82
CNB Bank
Pennsylvania
$914K -$42K -172 -5%
WANY
83
Wealthspire Advisors (New York)
New York
$869K +$1.71K +7 +0.2%
SAM
84
Silvercrest Asset Management
New York
$764K +$4.64K +19 +0.6%
IA
85
IFP Advisors
Florida
$757K +$2.44K +10 +0.3%
FC
86
Fairscale Capital
New Hampshire
$746K
CHA
87
Carmichael Hill & Associates
Maryland
$672K
KFGK
88
Keystone Financial Group (Kentucky)
Kentucky
$663K +$639K +2,615 New
OFS
89
Orrstown Financial Services
Pennsylvania
$646K +$623K +2,547 New
CAM
90
Cozad Asset Management
Illinois
$630K
PSP
91
Principal Street Partners
Tennessee
$629K
SFA
92
Sequoia Financial Advisors
Ohio
$629K
FFM
93
Forum Financial Management
Illinois
$615K +$3.67K +15 +0.6%
CPA
94
Capital Planning Advisors
California
$586K
AIA
95
Arbor Investment Advisors
North Carolina
$574K -$25.7K -105 -4%
AIS
96
American Investment Services
Massachusetts
$562K +$267K +1,094 +97%
RCM
97
Radnor Capital Management
Pennsylvania
$558K +$269K +1,100 +100%
WSFS
98
Wilmington Savings Fund Society
Delaware
$535K +$259K +1,060 +101%
Osaic Holdings
99
Osaic Holdings
Arizona
$522K +$105K +430 +26%
PWM
100
Paulson Wealth Management
Illinois
$482K

VTHR Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2024, worth a combined $814M — up 4.7% from $778M a quarter earlier.

Fund positioning in VTHR was balanced in Q3 2024: 11 funds opened new positions, 11 closed out, 56 added to existing stakes and 40 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $50.3M. The largest seller was SVB Wealth, exiting entirely with an estimated $18.7M sold.

  • 167 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2024, down from 168 in Q2 2024.
  • Funds reported $814M of Vanguard Russell 3000 ETF stock for Q3 2024, up 4.7% quarter-over-quarter.
  • 11 funds opened new Vanguard Russell 3000 ETF positions in Q3 2024 and 11 closed out, a net change of 0 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $50.3M added.
  • The largest Vanguard Russell 3000 ETF seller in Q3 2024 was SVB Wealth, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2024.