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Vanguard Russell 3000 ETF
VTHR

145 hedge funds and large institutions have $591M invested in Vanguard Russell 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

35% more capital invested

Capital invested by funds: $437M → $591M (+$154M)

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

7% more funds holding

Funds holding: 136 → 145 (+9)

4.82% more ownership

Funds ownership: 25.73% → 30.55% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
145
Holders Change
+9
Holders Change %
+6.62%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
47
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$32.2M
2
Cerity Partners
Cerity Partners
New York
+$17.2M
3
SW
SVB Wealth
Massachusetts
+$15.9M
4
PAG
Private Advisor Group
New Jersey
+$14.1M
5
MML Investors Services
MML Investors Services
Massachusetts
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
WIA
World Investment Advisors
California
-$9.62M
2
GRP
Global Retirement Partners
California
-$8.53M
3
C
Cliffwater
California
-$6.57M
4
Ameriprise
Ameriprise
Minnesota
-$4.33M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
101
Prospera Financial Services
Texas
$319K – – –
Citadel Advisors
102
Citadel Advisors
Florida
$315K -$2.62M -13,199 -90%
GRP
103
Global Retirement Partners
California
$309K -$8.53M -43,061 -97%
CPA
104
Capital Planning Advisors
California
$307K +$286K +1,441 New
BCM
105
Brookstone Capital Management
Illinois
$297K +$9.91K +50 +4%
UCFA
106
United Capital Financial Advisors
Texas
$289K -$216K -1,090 -44%
JCM
107
Jacobi Capital Management
Pennsylvania
$281K – – –
TFS
108
Thoroughbred Financial Services
Tennessee
$272K – – –
EWA
109
EP Wealth Advisors
California
$266K +$248K +1,251 New
AFA
110
AA Financial Advisors
Ohio
$250K +$233K +1,175 New
BAM
111
Belpointe Asset Management
Nevada
$241K – – –
William Blair & Company
112
William Blair & Company
Illinois
$238K +$123K +623 +126%
RCM
113
Radnor Capital Management
Pennsylvania
$234K – – –
FCM
114
Firestone Capital Management
Florida
$230K – – –
AFG
115
Atomi Financial Group
New York
$227K +$211K +1,066 New
RJT
116
Raymond James Trust
Florida
$226K – – –
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$210K +$196K +988 New
SCA
118
Snowden Capital Advisors
New York
$208K +$194K +977 New
CA
119
Cetera Advisors
Colorado
$201K +$187K +944 New
CIAS
120
Capital Investment Advisory Services
North Carolina
$182K -$39.6K -200 -19%
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$153K +$103K +519 +260%
AF
122
Allworth Financial
California
$133K +$594 +3 +0.5%
TC
123
Tacita Capital
Ontario, Canada
$133K – – –
JWA
124
JFS Wealth Advisors
Pennsylvania
$121K – – –
HR
125
Howe & Rusling
New York
$80.3K +$793 +4 +1%
3 4
5
6 7

VTHR Hedge Fund Activity: Q4 2023 in Review

145 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2023, worth a combined $591M — up 35% from $437M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VTHR positions and 6 closed out — a net gain of 14 holders — while 47 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.2M. The largest seller was World Investment Advisors, cutting an estimated $9.62M.

  • 145 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2023, up from 136 in Q3 2023.
  • Funds reported $591M of Vanguard Russell 3000 ETF stock for Q4 2023, up 35% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 3000 ETF positions in Q4 2023 and 6 closed out, a net change of +14 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $32.2M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2023 was World Investment Advisors, an estimated $9.62M sold.

Based on aggregated 13F filings for Q4 2023.