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Vanguard Russell 3000 ETF

160 hedge funds and large institutions have $717M invested in Vanguard Russell 3000 ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $591M → $717M (+$126M)

10% more funds holding

Funds holding: 145160 (+15)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0.24% more ownership

Funds ownership: 30.55%30.79% (+0.24%)

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
41
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$401K -$25.3K -114 -6%
BFPW
102
BOK Financial Private Wealth
Colorado
$389K -$60.3K -272 -14%
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$387K
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$365K -$7.98K -36 -2%
PFS
105
Prospera Financial Services
Texas
$349K
BCM
106
Brookstone Capital Management
Illinois
$345K +$18.8K +85 +6%
GRP
107
Global Retirement Partners
California
$342K +$887 +4 +0.3%
NP
108
Nilsine Partners
Colorado
$321K +$306K +1,378 New
UCFA
109
United Capital Financial Advisors
Texas
$317K
FNBOO
110
First National Bank of Omaha
Nebraska
$314K -$181K -815 -39%
SCI
111
Silver Coast Investments
United States
$310K +$295K +1,332 New
JCM
112
Jacobi Capital Management
Pennsylvania
$308K
CCM
113
Coldstream Capital Management
Washington
$302K -$1.11M -5,012 -79%
EWA
114
EP Wealth Advisors
California
$291K
AWS
115
Atria Wealth Solutions
New York
$289K +$275K +1,241 New
BJL
116
Brighton Jones LLC
Washington
$273K -$121K -545 -32%
BAM
117
Belpointe Asset Management
Nevada
$264K
AIS
118
American Investment Services
Massachusetts
$262K +$249K +1,123 New
RCM
119
Radnor Capital Management
Pennsylvania
$256K
FCM
120
Firestone Capital Management
Florida
$252K
AFG
121
Atomi Financial Group
New York
$248K
RJT
122
Raymond James Trust
Florida
$247K
AFA
123
AA Financial Advisors
Ohio
$245K -$27.3K -123 -10%
WSFS
124
Wilmington Savings Fund Society
Delaware
$245K +$233K +1,050 New
PWP
125
Precedent Wealth Partners
Texas
$243K +$231K +1,044 New