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Vanguard Russell 3000 ETF

160 hedge funds and large institutions have $717M invested in Vanguard Russell 3000 ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $591M → $717M (+$126M)

10% more funds holding

Funds holding: 145160 (+15)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0.24% more ownership

Funds ownership: 30.55%30.79% (+0.24%)

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
41
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$230K
TF
127
Trek Financial
Arizona
$217K +$206K +930 New
CA
128
Cetera Advisors
Colorado
$216K -$3.99K -18 -2%
DWM
129
Dakota Wealth Management
Florida
$210K +$200K +903 New
RCAG
130
Rehmann Capital Advisory Group
Michigan
$203K +$193K +872 New
CIAS
131
Capital Investment Advisory Services
North Carolina
$199K
AF
132
Allworth Financial
California
$146K +$443 +2 +0.3%
TC
133
Tacita Capital
Ontario, Canada
$146K
JWA
134
JFS Wealth Advisors
Pennsylvania
$133K +$443 +2 +0.4%
KHC
135
Koesten Hirschmann & Crabtree
Kansas
$107K +$57.2K +258 +128%
HR
136
Howe & Rusling
New York
$75K -$12.2K -55 -15%
William Blair & Company
137
William Blair & Company
Illinois
$70.3K -$181K -816 -73%
MSG
138
Main Street Group
Virginia
$60.6K +$24.4K +110 +73%
ADL
139
Asset Dedication LLC
California
$48K
CCM
140
Chilton Capital Management
Texas
$47.3K
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$35.4K -$126K -567 -79%
TRCT
142
Tower Research Capital (TRC)
New York
$31K +$29.5K +133 New
CSB
143
City State Bank
Iowa
$23K
QCG
144
Quadrant Capital Group
Ohio
$20.5K +$222 +1 +1%
CAM
145
Chesapeake Asset Management
New York
$18.6K
NI
146
NCP Inc
California
$15.6K +$14.9K +67 New
EWA
147
EverSource Wealth Advisors
Alabama
$14.3K -$12.4K -56 -47%
JFG
148
JDM Financial Group
Texas
$13.7K
HIA
149
Harbor Investment Advisory
Maryland
$9.55K
TSWM
150
Tyler-Stone Wealth Management
Ohio
$9.32K