Vanguard Russell 3000 ETF
VTHR
120 hedge funds and large institutions have $399M invested in Vanguard Russell 3000 ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
75% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 24
10% more funds holding
Funds holding: 109 → 120 (+11)
4% more capital invested
Capital invested by funds: $383M → $399M (+$15.1M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6.95% less ownership
Funds ownership: 39.78% → 32.84% (-6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$18.8M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$10.2M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$9.24M |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$7.95M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$6.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$12.8M |
| 2 |
SAM
Silverhawk Asset Management
Scottsdale,
Arizona
|
-$7.14M |
| 3 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$5.49M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$17K | -80 | Closed |
|
|
BWL
127
Bogart Wealth LLC
Mclean,
Virginia
| – | -$6K | -28 | Closed |
|
VTHR Hedge Fund Activity: Q1 2022 in Review
120 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q1 2022, worth a combined $399M — up 3.9% from $383M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new VTHR positions and 8 closed out — a net gain of 12 holders — while 42 added to existing stakes and 24 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $18.8M. The largest seller was Commonwealth Equity Services, cutting an estimated $12.8M.
- 120 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q1 2022, up from 109 in Q4 2021.
- Funds reported $399M of Vanguard Russell 3000 ETF stock for Q1 2022, up 3.9% quarter-over-quarter.
- 20 funds opened new Vanguard Russell 3000 ETF positions in Q1 2022 and 8 closed out, a net change of +12 holders.
- The largest Vanguard Russell 3000 ETF buyer in Q1 2022 was Cerity Partners, an estimated $18.8M added.
- The largest Vanguard Russell 3000 ETF seller in Q1 2022 was Commonwealth Equity Services, an estimated $12.8M sold.
Based on aggregated 13F filings for Q1 2022.