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Vanguard Russell 3000 ETF

168 hedge funds and large institutions have $778M invested in Vanguard Russell 3000 ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $717M → $778M (+$60.8M)

5% more funds holding

Funds holding: 160168 (+8)

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

0.78% more ownership

Funds ownership: 30.79%31.57% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
168
Holders Change
+8
Holders Change %
+5%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
47
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
101
Banque Cantonale Vaudoise
Switzerland
$430K -$421K -1,816 -50%
SMWM
102
Silvia McColl Wealth Management
California
$424K
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$422K +$23.2K +100 +6%
Goldman Sachs
104
Goldman Sachs
New York
$417K +$404K +1,741 New
PWP
105
Precedent Wealth Partners
Texas
$407K +$152K +654 +63%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$405K -$7.42K -32 -2%
Osaic Holdings
107
Osaic Holdings
Arizona
$390K -$343K -1,480 -48%
AWS
108
Atria Wealth Solutions
New York
$384K +$83K +358 +29%
SCI
109
Silver Coast Investments
United States
$380K +$59.1K +255 +19%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$370K -$5.57K -24 -2%
AWM
111
AE Wealth Management
Kansas
$368K +$356K +1,534 New
PFS
112
Prospera Financial Services
Texas
$359K
AFG
113
Atomi Financial Group
New York
$354K +$95.6K +412 +39%
BCM
114
Brookstone Capital Management
Illinois
$344K -$19.7K -85 -6%
NP
115
Nilsine Partners
Colorado
$330K +$232 +1 +0.1%
OMC
116
Old Mission Capital
Illinois
$326K +$315K +1,359 New
CCM
117
Coldstream Capital Management
Washington
$319K +$7.66K +33 +3%
JCM
118
Jacobi Capital Management
Pennsylvania
$317K
GRP
119
Global Retirement Partners
California
$311K -$39K -168 -11%
TFS
120
Thoroughbred Financial Services
Tennessee
$307K +$297K +1,281 New
FNBOO
121
First National Bank of Omaha
Nebraska
$305K
HF
122
HRT Financial
New York
$301K +$292K +1,260 New
EWA
123
EP Wealth Advisors
California
$300K
BJL
124
Brighton Jones LLC
Washington
$281K
BAM
125
Belpointe Asset Management
Nevada
$271K

VTHR Hedge Fund Activity: Q2 2024 in Review

168 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q2 2024, worth a combined $778M — up 8.5% from $717M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VTHR positions and 10 closed out — a net gain of 9 holders — while 47 added to existing stakes and 43 trimmed.

The largest buyer was Cliffwater, adding an estimated $30.2M. The largest seller was SVB Wealth, cutting an estimated $18.1M.

  • 168 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q2 2024, up from 160 in Q1 2024.
  • Funds reported $778M of Vanguard Russell 3000 ETF stock for Q2 2024, up 8.5% quarter-over-quarter.
  • 19 funds opened new Vanguard Russell 3000 ETF positions in Q2 2024 and 10 closed out, a net change of +9 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q2 2024 was Cliffwater, an estimated $30.2M added.
  • The largest Vanguard Russell 3000 ETF seller in Q2 2024 was SVB Wealth, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2024.