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Vanguard Russell 3000 ETF
VTHR

145 hedge funds and large institutions have $591M invested in Vanguard Russell 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

35% more capital invested

Capital invested by funds: $437M → $591M (+$154M)

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

7% more funds holding

Funds holding: 136 → 145 (+9)

4.82% more ownership

Funds ownership: 25.73% → 30.55% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
145
Holders Change
+9
Holders Change %
+6.62%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
47
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$32.2M
2
Cerity Partners
Cerity Partners
New York
+$17.2M
3
SW
SVB Wealth
Massachusetts
+$15.9M
4
PAG
Private Advisor Group
New Jersey
+$14.1M
5
MML Investors Services
MML Investors Services
Massachusetts
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
WIA
World Investment Advisors
California
-$9.62M
2
GRP
Global Retirement Partners
California
-$8.53M
3
C
Cliffwater
California
-$6.57M
4
Ameriprise
Ameriprise
Minnesota
-$4.33M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
126
Asset Dedication LLC
California
$44K – – –
CCM
127
Chilton Capital Management
Texas
$43.2K – – –
KHC
128
Koesten Hirschmann & Crabtree
Kansas
$43K +$198 +1 +0.5%
MSG
129
Main Street Group
Virginia
$31.9K +$29.7K +150 New
AssetMark Inc
130
AssetMark Inc
California
$28.5K -$270K -1,363 -91%
EWA
131
EverSource Wealth Advisors
Alabama
$25.5K +$23.8K +120 New
CSB
132
City State Bank
Iowa
$21K – – –
QCG
133
Quadrant Capital Group
Ohio
$18.5K -$4.56K -23 -21%
CAM
134
Chesapeake Asset Management
New York
$17K – – –
JFG
135
JDM Financial Group
Texas
$12.6K – – –
HIA
136
Harbor Investment Advisory
Maryland
$8.73K – – –
TSWM
137
Tyler-Stone Wealth Management
Ohio
$8.51K – – –
HI
138
Harbour Investments
Wisconsin
$7.72K – – –
LFA
139
Level Financial Advisors
New York
$5.32K – – –
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$4K – – –
CTC
141
Central Trust Company
Missouri
$3.62K – – –
BHWM
142
Bay Harbor Wealth Management
Maryland
$3.4K – – –
PMFA
143
Plante Moran Financial Advisors
Michigan
$3.02K – – –
WP
144
WealthShield Partners
North Carolina
$2.13K -$24K -121 -92%
ASN
145
Advisory Services Network
Georgia
$851 +$793 +4 New
BRWA
146
B. Riley Wealth Advisors
Florida
– -$1.94M -10,170 Closed
HSA
147
HBK Sorce Advisory
Pennsylvania
– -$590K -3,094 Closed
CI
148
Conning Inc
Connecticut
– -$540K -2,830 Closed
Baird Financial Group
149
Baird Financial Group
Wisconsin
– -$238K -1,246 Closed
Legacy Financial Group (Iowa)
150
Legacy Financial Group (Iowa)
Iowa
– -$1.91K -10 Closed
3 4 5
6
7

VTHR Hedge Fund Activity: Q4 2023 in Review

145 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2023, worth a combined $591M — up 35% from $437M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VTHR positions and 6 closed out — a net gain of 14 holders — while 47 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.2M. The largest seller was World Investment Advisors, cutting an estimated $9.62M.

  • 145 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2023, up from 136 in Q3 2023.
  • Funds reported $591M of Vanguard Russell 3000 ETF stock for Q4 2023, up 35% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 3000 ETF positions in Q4 2023 and 6 closed out, a net change of +14 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $32.2M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2023 was World Investment Advisors, an estimated $9.62M sold.

Based on aggregated 13F filings for Q4 2023.