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Vanguard Russell 3000 ETF
VTHR

191 hedge funds and large institutions have $1.05B invested in Vanguard Russell 3000 ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

29% more capital invested

Capital invested by funds: $814M → $1.05B (+$237M)

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

14% more funds holding

Funds holding: 167 → 191 (+24)

0.2% less ownership

Funds ownership: 32.76% → 32.56% (-0.2%)

Holders
191
Holders Change
+24
Holders Change %
+14.37%
% of All Funds
2.52%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
35
Increased
59
Reduced
50
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
+$120M
2
RCS
Retirement Capital Strategies
California
+$25.5M
3
C
Cliffwater
California
+$16.1M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$14.4M
5
Morgan Stanley
Morgan Stanley
New York
+$7.56M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$53.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.16M
3
NS
NBC Securities
Alabama
-$3.6M
4
ST
Smithfield Trust
Pennsylvania
-$3.42M
5
CAM
Cresset Asset Management
Illinois
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
101
Capital Planning Advisors
California
$600K – – –
EFG
102
Everhart Financial Group
Ohio
$596K +$601K +2,296 New
AIA
103
Arbor Investment Advisors
North Carolina
$588K +$262 +1 +0%
AIS
104
American Investment Services
Massachusetts
$577K +$1.57K +6 +0.3%
WSFS
105
Wilmington Savings Fund Society
Delaware
$548K – – –
Comerica Bank
106
Comerica Bank
Texas
$537K +$541K +2,067 New
GSF
107
Grove Street Fiduciary
New Hampshire
$517K +$521K +1,992 New
PWM
108
Paulson Wealth Management
Illinois
$494K – – –
CTC
109
Corundum Trust Company
South Dakota
$491K – – –
Citadel Advisors
110
Citadel Advisors
Florida
$487K +$491K +1,876 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$483K +$23K +88 +5%
AWAG
112
ARS Wealth Advisors Group
Florida
$473K -$15.4K -59 -3%
BFPW
113
BOK Financial Private Wealth
Colorado
$469K – – –
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$458K – – –
AWS
115
Atria Wealth Solutions
New York
$443K +$7.33K +28 +2%
PWP
116
Precedent Wealth Partners
Texas
$435K -$31.7K -121 -7%
MWM
117
Moran Wealth Management
Florida
$424K +$427K +1,632 New
MGIA
118
Moneta Group Investment Advisors
Missouri
$420K +$423K +1,616 New
NP
119
Nilsine Partners
Colorado
$399K +$36.6K +140 +10%
AFG
120
Atomi Financial Group
New York
$384K – – –
BCM
121
Brookstone Capital Management
Illinois
$366K +$1.05K +4 +0.3%
EWA
122
EP Wealth Advisors
California
$356K – – –
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$351K -$3.14K -12 -0.9%
CCM
124
Coldstream Capital Management
Washington
$345K – – –
JCM
125
Jacobi Capital Management
Pennsylvania
$344K +$262 +1 +0.1%
3 4
5
6 7

VTHR Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2024, worth a combined $1.05B — up 29% from $814M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VTHR positions and 5 closed out — a net gain of 30 holders — while 59 added to existing stakes and 50 trimmed.

The largest buyer was Lincoln National Corp, opening a new position worth an estimated $120M. The largest seller was International Assets Investment Management, cutting an estimated $53.9M.

  • 191 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $1.05B of Vanguard Russell 3000 ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 35 funds opened new Vanguard Russell 3000 ETF positions in Q4 2024 and 5 closed out, a net change of +30 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2024 was Lincoln National Corp, an estimated $120M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2024 was International Assets Investment Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q4 2024.