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Vanguard Russell 3000 ETF

120 hedge funds and large institutions have $399M invested in Vanguard Russell 3000 ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

75% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 24

10% more funds holding

Funds holding: 109120 (+11)

4% more capital invested

Capital invested by funds: $383M → $399M (+$15.1M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6.95% less ownership

Funds ownership: 39.78%32.84% (-6.9%)

Holders
120
Holders Change
+11
Holders Change %
+10.09%
% of All Funds
1.89%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
20
Increased
42
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
101
Peoples Financial Services Corp
Pennsylvania
$153K +$26.4K +131 +21%
TC
102
Tacita Capital
Ontario, Canada
$127K
HR
103
Howe & Rusling
New York
$95K +$402 +2 +0.4%
GT
104
Glenmede Trust
Pennsylvania
$81K +$80.5K +400 New
SPIA
105
Steward Partners Investment Advisory
New York
$55K -$5.03K -25 -9%
GWM
106
Geneos Wealth Management
Colorado
$48K
CPA
107
Cardiff Park Advisors
California
$48K +$47.1K +234 New
FF
108
FourThought Financial
Florida
$43K
MA
109
MUFG Americas
New York
$43K
ADL
110
Asset Dedication LLC
California
$42K
ST
111
Smithfield Trust
Pennsylvania
$37K
CSB
112
City State Bank
Iowa
$20K +$20.1K +100 New
QCG
113
Quadrant Capital Group
Ohio
$9K +$604 +3 +7%
BlackRock
114
BlackRock
New York
$8K
HIA
115
Harbor Investment Advisory
Maryland
$8K
TSWM
116
Tyler-Stone Wealth Management
Ohio
$8K
MCC
117
Money Concepts Capital
Florida
$6K +$6.04K +30 New
LFA
118
Level Financial Advisors
New York
$5K +$5.03K +25 New
PMFA
119
Plante Moran Financial Advisors
Michigan
$3K
CP
120
Castleview Partners
Texas
-$3.43K -740,497 Closed
SAM
121
Silverhawk Asset Management
Arizona
-$7.14M -33,079 Closed
CFGS
122
Concourse Financial Group Securities
Alabama
-$1.55M -7,728 Closed
PL
123
Plancorp LLC
Missouri
-$260K -1,207 Closed
RCAG
124
Rehmann Capital Advisory Group
Michigan
-$206K -954 Closed
CCM
125
Chilton Capital Management
Texas
-$44K -203 Closed

VTHR Hedge Fund Activity: Q1 2022 in Review

120 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q1 2022, worth a combined $399M — up 3.9% from $383M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VTHR positions and 8 closed out — a net gain of 12 holders — while 42 added to existing stakes and 24 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $18.8M. The largest seller was Commonwealth Equity Services, cutting an estimated $12.8M.

  • 120 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q1 2022, up from 109 in Q4 2021.
  • Funds reported $399M of Vanguard Russell 3000 ETF stock for Q1 2022, up 3.9% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 3000 ETF positions in Q1 2022 and 8 closed out, a net change of +12 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q1 2022 was Cerity Partners, an estimated $18.8M added.
  • The largest Vanguard Russell 3000 ETF seller in Q1 2022 was Commonwealth Equity Services, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2022.