Vanguard Russell 3000 ETF
VTHR
99 hedge funds and large institutions have $263M invested in Vanguard Russell 3000 ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 5 closing their positions.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
18% more funds holding
Funds holding: 84 → 99 (+15)
16% more capital invested
Capital invested by funds: $227M → $263M (+$36.2M)
13% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 23
0.41% more ownership
Funds ownership: 26.68% → 27.09% (+0.41%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$10.5M |
| 2 |
Neuberger Berman Group
New York
|
+$7.9M |
| 3 |
Morgan Stanley
New York
|
+$5.4M |
| 4 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$3.02M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.87M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.7M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.67M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.41M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FI
101
FormulaFolio Investments
Grand Rapids,
Michigan
| – | -$234K | -1,345 | Closed |
|
102
Truist Financial
Charlotte,
North Carolina
| – | -$219K | -1,258 | Closed |
|
103
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$55K | -314 | Closed |
|
|
FA
104
Fortis Advisors
Wayne,
Pennsylvania
| – | +$181 | +1 | New |
|
VTHR Hedge Fund Activity: Q1 2021 in Review
99 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q1 2021, worth a combined $263M — up 16% from $227M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new VTHR positions and 5 closed out — a net gain of 15 holders — while 26 added to existing stakes and 23 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $10.5M. The largest seller was Ameriprise, cutting an estimated $7.87M.
- 99 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q1 2021, up from 84 in Q4 2020.
- Funds reported $263M of Vanguard Russell 3000 ETF stock for Q1 2021, up 16% quarter-over-quarter.
- 20 funds opened new Vanguard Russell 3000 ETF positions in Q1 2021 and 5 closed out, a net change of +15 holders.
- The largest Vanguard Russell 3000 ETF buyer in Q1 2021 was HighTower Advisors, an estimated $10.5M added.
- The largest Vanguard Russell 3000 ETF seller in Q1 2021 was Ameriprise, an estimated $7.87M sold.
Based on aggregated 13F filings for Q1 2021.