Vanguard Russell 3000 ETF
VTHR
136 hedge funds and large institutions have $437M invested in Vanguard Russell 3000 ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 8 closing their positions.
1% less funds holding
Funds holding: 138 → 136 (-2)
3.34% less ownership
Funds ownership: 29.07% → 25.73% (-3.3%)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
14% less capital invested
Capital invested by funds: $507M → $437M (-$70.5M)
17% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 42
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.95M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.91M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$2.23M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.54M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$19.8M |
| 2 |
Cerity Partners
New York
|
-$16.8M |
| 3 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$14.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.3M |
| 5 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$3.53M |
VTHR Hedge Fund Activity: Q3 2023 in Review
136 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2023, worth a combined $437M — down 14% from $507M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of VTHR and 7 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 35 added.
The largest buyer was Morgan Stanley, adding an estimated $2.95M. The largest seller was Ameriprise, cutting an estimated $19.8M.
- 136 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2023, down from 138 in Q2 2023.
- Funds reported $437M of Vanguard Russell 3000 ETF stock for Q3 2023, down 14% quarter-over-quarter.
- 7 funds opened new Vanguard Russell 3000 ETF positions in Q3 2023 and 8 closed out, a net change of -1 holder.
- The largest Vanguard Russell 3000 ETF buyer in Q3 2023 was Morgan Stanley, an estimated $2.95M added.
- The largest Vanguard Russell 3000 ETF seller in Q3 2023 was Ameriprise, an estimated $19.8M sold.
Based on aggregated 13F filings for Q3 2023.