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Vanguard Russell 3000 ETF
VTHR

167 hedge funds and large institutions have $814M invested in Vanguard Russell 3000 ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

1.19% more ownership

Funds ownership: 31.57% → 32.76% (+1.2%)

5% more capital invested

Capital invested by funds: $778M → $814M (+$36.6M)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 168 → 167 (-1)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
56
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$50.3M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$48.1M
3
Ameriprise
Ameriprise
Minnesota
+$11.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.12M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.92M

Top Sellers

1
SW
SVB Wealth
Massachusetts
-$18.7M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$5.12M
3
PAG
Private Advisor Group
New Jersey
-$4.1M
4
Bank of America
Bank of America
North Carolina
-$3.84M
5
UBS Group
UBS Group
Switzerland
-$2.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
101
Corundum Trust Company
South Dakota
$480K – – –
AWAG
102
ARS Wealth Advisors Group
Florida
$478K – – –
BFPW
103
BOK Financial Private Wealth
Colorado
$458K – – –
PWP
104
Precedent Wealth Partners
Texas
$455K +$23.5K +96 +6%
BCV
105
Banque Cantonale Vaudoise
Switzerland
$455K – – –
SMWM
106
Silvia McColl Wealth Management
California
$453K +$3.18K +13 +0.7%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$449K +$19.8K +81 +5%
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$447K +$489 +2 +0.1%
AWS
109
Atria Wealth Solutions
New York
$425K +$19.1K +78 +5%
SCI
110
Silver Coast Investments
United States
$423K +$20K +82 +5%
SF
111
Synovus Financial
Georgia
$408K +$394K +1,612 New
AWM
112
AE Wealth Management
Kansas
$389K – – –
PFS
113
Prospera Financial Services
Texas
$381K – – –
AFG
114
Atomi Financial Group
New York
$375K – – –
Lido Advisors
115
Lido Advisors
California
$362K +$349K +1,426 New
BCM
116
Brookstone Capital Management
Illinois
$356K +$2.44K +10 +0.7%
NP
117
Nilsine Partners
Colorado
$354K +$4.16K +17 +1%
EWA
118
EP Wealth Advisors
California
$348K +$29.6K +121 +10%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$343K -$43.8K -179 -12%
CCM
120
Coldstream Capital Management
Washington
$337K – – –
JCM
121
Jacobi Capital Management
Pennsylvania
$336K +$244 +1 +0.1%
FFA
122
Farther Finance Advisors
California
$330K +$318K +1,300 New
TFS
123
Thoroughbred Financial Services
Tennessee
$325K +$244 +1 +0.1%
FNBOO
124
First National Bank of Omaha
Nebraska
$323K – – –
BJL
125
Brighton Jones LLC
Washington
$299K +$1.71K +7 +0.6%
3 4
5
6 7

VTHR Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2024, worth a combined $814M — up 4.7% from $778M a quarter earlier.

Fund positioning in VTHR was balanced in Q3 2024: 11 funds opened new positions, 11 closed out, 56 added to existing stakes and 40 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $50.3M. The largest seller was SVB Wealth, exiting entirely with an estimated $18.7M sold.

  • 167 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2024, down from 168 in Q2 2024.
  • Funds reported $814M of Vanguard Russell 3000 ETF stock for Q3 2024, up 4.7% quarter-over-quarter.
  • 11 funds opened new Vanguard Russell 3000 ETF positions in Q3 2024 and 11 closed out, a net change of 0 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $50.3M added.
  • The largest Vanguard Russell 3000 ETF seller in Q3 2024 was SVB Wealth, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2024.