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Vanguard Russell 3000 ETF
VTHR

Overview Fund Activity

143 hedge funds and large institutions have $589M invested in Vanguard Russell 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+8
Holders Change %
+5.93%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
47
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.2M
2
Cerity Partners
2
Cerity Partners
New York
$22.6M
3
SW
3
SVB Wealth
Massachusetts
$17.1M
4
PAG
4
Private Advisor Group
New Jersey
$16.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$22.3M

Top Sellers

1
WIA
1
World Investment Advisors
California
$1.34M
2
GRP
2
Global Retirement Partners
California
$309K
3
C
3
Cliffwater
California
$15.1M
4
Ameriprise
4
Ameriprise
Minnesota
$119M
5
Citadel Advisors
5
Citadel Advisors
Florida
$315K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
126
Chilton Capital Management
Texas
$43.2K – – –
KHC
127
Koesten Hirschmann & Crabtree
Kansas
$43K +$213 +1 +0.5%
MSG
128
Main Street Group
Virginia
$31.9K +$31.9K +150 New
AssetMark Inc
129
AssetMark Inc
California
$28.5K -$290K -1,363 -91%
EWA
130
EverSource Wealth Advisors
Alabama
$25.5K +$25.5K +120 New
CSB
131
City State Bank
Iowa
$21K – – –
QCG
132
Quadrant Capital Group
Ohio
$18.5K -$4.9K -23 -21%
JFG
133
JDM Financial Group
Texas
$12.6K – – –
HIA
134
Harbor Investment Advisory
Maryland
$8.73K – – –
TSWM
135
Tyler-Stone Wealth Management
Ohio
$8.51K – – –
HI
136
Harbour Investments
Wisconsin
$7.72K – – –
LFA
137
Level Financial Advisors
New York
$5.32K – – –
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$4K – – –
CTC
139
Central Trust Company
Missouri
$3.62K – – –
BHWM
140
Bay Harbor Wealth Management
Maryland
$3.41K – – –
PMFA
141
Plante Moran Financial Advisors
Michigan
$3.02K – – –
WP
142
WealthShield Partners
North Carolina
$2.13K -$25.7K -121 -92%
ASN
143
Advisory Services Network
Georgia
$851 +$851 +4 New
BRWA
144
B. Riley Wealth Advisors
Florida
– -$1.94M -10,170 Closed
HSA
145
HBK Sorce Advisory
Pennsylvania
– -$590K -3,094 Closed
CI
146
Conning Inc
Connecticut
– -$540K -2,830 Closed
Baird Financial Group
147
Baird Financial Group
Wisconsin
– -$238K -1,246 Closed
Legacy Financial Group (Iowa)
148
Legacy Financial Group (Iowa)
Iowa
– -$1.91K -10 Closed
FFA
149
Farther Finance Advisors
California
– -$191 -1 Closed
Luther King Capital Management (LKCM)
150
Luther King Capital Management (LKCM)
Texas
– -$204K – –
2 3 4 5
6