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Vanguard Russell 3000 ETF

191 hedge funds and large institutions have $1.05B invested in Vanguard Russell 3000 ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

29% more capital invested

Capital invested by funds: $814M → $1.05B (+$237M)

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

14% more funds holding

Funds holding: 167191 (+24)

0.2% less ownership

Funds ownership: 32.76%32.56% (-0.2%)

Holders
191
Holders Change
+24
Holders Change %
+14.37%
% of All Funds
2.52%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
35
Increased
59
Reduced
50
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$1.25M -$357K -1,366 -22%
JIC
77
Johnson Investment Counsel
Ohio
$1.25M
GVAG
78
Great Valley Advisor Group
Delaware
$1.22M
CFGSD
79
Compass Financial Group (South Dakota)
South Dakota
$1.21M
SCI
80
Silver Coast Investments
United States
$1.19M +$760K +2,904 +174%
WIA
81
World Investment Advisors
California
$1.18M +$57.3K +219 +5%
BAAM
82
Baker Avenue Asset Management
California
$1.05M -$22K -84 -2%
SAM
83
Silvercrest Asset Management
New York
$1.04M +$262K +1,000 +33%
FFBTD
84
First Financial Bank - Trust Division
Ohio
$1,000K
Creative Planning
85
Creative Planning
Kansas
$951K -$13.6K -52 -1%
CB
86
CNB Bank
Pennsylvania
$936K
MCM
87
MAI Capital Management
Ohio
$913K +$920K +3,514 New
PFS
88
Prospera Financial Services
Texas
$909K +$523K +2,000 +133%
WANY
89
Wealthspire Advisors (New York)
New York
$888K -$1.83K -7 -0.2%
JWM
90
Jacksonville Wealth Management
Florida
$805K +$811K +3,100 New
OIA
91
OneDigital Investment Advisors
Kansas
$800K +$806K +3,081 New
IA
92
IFP Advisors
Florida
$755K -$20.9K -80 -3%
FC
93
Fairscale Capital
New Hampshire
$735K -$29K -111 -4%
Osaic Holdings
94
Osaic Holdings
Arizona
$696K +$162K +619 +30%
PSP
95
Principal Street Partners
Tennessee
$682K
KFGK
96
Keystone Financial Group (Kentucky)
Kentucky
$679K
SFA
97
Sequoia Financial Advisors
Ohio
$644K
SMWM
98
Silvia McColl Wealth Management
California
$637K +$175K +668 +37%
FFM
99
Forum Financial Management
Illinois
$632K +$2.09K +8 +0.3%
CAM
100
Cozad Asset Management
Illinois
$631K -$14.7K -56 -2%

VTHR Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2024, worth a combined $1.05B — up 29% from $814M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VTHR positions and 5 closed out — a net gain of 30 holders — while 59 added to existing stakes and 50 trimmed.

The largest buyer was Lincoln National Corp, opening a new position worth an estimated $120M. The largest seller was International Assets Investment Management, cutting an estimated $53.9M.

  • 191 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $1.05B of Vanguard Russell 3000 ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 35 funds opened new Vanguard Russell 3000 ETF positions in Q4 2024 and 5 closed out, a net change of +30 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2024 was Lincoln National Corp, an estimated $120M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2024 was International Assets Investment Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q4 2024.