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Vanguard Russell 3000 ETF
VTHR

133 hedge funds and large institutions have $440M invested in Vanguard Russell 3000 ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

12% more capital invested

Capital invested by funds: $394M → $440M (+$45.9M)

8% more funds holding

Funds holding: 123 → 133 (+10)

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

6.93% less ownership

Funds ownership: 35.84% → 28.91% (-6.9%)

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
2.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
22
Increased
39
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$9.78M
2
DPI
Diversified Portfolios Inc
Michigan
+$5.74M
3
WA
Wealthstream Advisors
New York
+$4M
4
RJA
Raymond James & Associates
Florida
+$3.72M
5
AssetMark Inc
AssetMark Inc
California
+$3.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$15.1M
2
Cerity Partners
Cerity Partners
New York
-$12.1M
3
HighTower Advisors
HighTower Advisors
Illinois
-$11.3M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$8.12M
5
Chevy Chase Trust
Chevy Chase Trust
Maryland
-$7.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$286K -$173 -1 -0.1%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$285K +$173 +1 +0.1%
PFS
103
Prospera Financial Services
Texas
$258K +$259K +1,500 New
AWS
104
Atria Wealth Solutions
New York
$245K +$173 +1 +0.1%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$243K -$10.4K -60 -4%
BCM
106
Brookstone Capital Management
Illinois
$234K -$9.68K -56 -4%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$231K – – –
JCM
108
Jacobi Capital Management
Pennsylvania
$227K +$173 +1 +0.1%
CAL
109
Capital Advisors Ltd
Ohio
$226K – – –
WSFS
110
Wilmington Savings Fund Society
Delaware
$223K – – –
TRCT
111
Tower Research Capital (TRC)
New York
$215K +$216K +1,251 New
ST
112
Sentinel Trust
Texas
$208K -$23.9K -138 -10%
Luther King Capital Management (LKCM)
113
Luther King Capital Management (LKCM)
Texas
$201K – – –
HNB
114
Huntington National Bank
Ohio
$157K – – –
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$147K +$9.33K +54 +7%
TC
116
Tacita Capital
Ontario, Canada
$107K – – –
CTC
117
Central Trust Company
Missouri
$89.1K -$8.64K -50 -9%
HR
118
Howe & Rusling
New York
$81.1K +$691 +4 +0.9%
GT
119
Glenmede Trust
Pennsylvania
$68.7K – – –
ADL
120
Asset Dedication LLC
California
$36K – – –
US Bancorp
121
US Bancorp
Minnesota
$35.9K +$36.1K +209 New
CSB
122
City State Bank
Iowa
$17K – – –
Simplex Trading
123
Simplex Trading
Illinois
$17K +$18K +104 New
QCG
124
Quadrant Capital Group
Ohio
$13.9K +$1.9K +11 +16%
JFG
125
JDM Financial Group
Texas
$10.1K +$10.2K +59 New
2 3 4
5
6

VTHR Hedge Fund Activity: Q4 2022 in Review

133 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2022, worth a combined $440M — up 12% from $394M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VTHR positions and 9 closed out — a net gain of 13 holders — while 39 added to existing stakes and 36 trimmed.

The largest buyer was MML Investors Services, adding an estimated $9.78M. The largest seller was JP Morgan Chase, cutting an estimated $15.1M.

  • 133 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2022, up from 123 in Q3 2022.
  • Funds reported $440M of Vanguard Russell 3000 ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 22 funds opened new Vanguard Russell 3000 ETF positions in Q4 2022 and 9 closed out, a net change of +13 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2022 was MML Investors Services, an estimated $9.78M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2022 was JP Morgan Chase, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2022.