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Vanguard Russell 3000 ETF

167 hedge funds and large institutions have $814M invested in Vanguard Russell 3000 ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

1.19% more ownership

Funds ownership: 31.57%32.76% (+1.2%)

5% more capital invested

Capital invested by funds: $778M → $814M (+$36.6M)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 168167 (-1)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
56
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
126
Belpointe Asset Management
Nevada
$287K
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$281K +$29.1K +119 +12%
FCM
128
Firestone Capital Management
Florida
$274K
RJT
129
Raymond James Trust
Florida
$269K
AFA
130
AA Financial Advisors
Ohio
$268K -$1.22K -5 -0.5%
TF
131
Trek Financial
Arizona
$236K
DWM
132
Dakota Wealth Management
Florida
$229K
SC
133
Sykon Capital
New York
$226K +$218K +890 New
SCG
134
Sonata Capital Group
Washington
$216K
NA
135
NewEdge Advisors
Louisiana
$214K +$978 +4 +0.5%
TRCT
136
Tower Research Capital (TRC)
New York
$208K -$1.53M -6,245 -88%
CIAS
137
Capital Investment Advisory Services
North Carolina
$166K -$48.9K -200 -23%
TC
138
Tacita Capital
Ontario, Canada
$159K
AF
139
Allworth Financial
California
$147K -$12.5K -51 -8%
JWA
140
JFS Wealth Advisors
Pennsylvania
$146K +$733 +3 +0.5%
HNB
141
Huntington National Bank
Ohio
$119K
SMA
142
Sage Mountain Advisors
Georgia
$107K
HR
143
Howe & Rusling
New York
$76.1K -$5.38K -22 -7%
KHC
144
Koesten Hirschmann & Crabtree
Kansas
$70K -$45K -184 -40%
PCMC
145
Private Capital Management (Colorado)
Colorado
$69K
William Blair & Company
146
William Blair & Company
Illinois
$65.4K +$1.47K +6 +2%
ADL
147
Asset Dedication LLC
California
$52.8K
CCM
148
Chilton Capital Management
Texas
$51.5K
AWM
149
Activest Wealth Management
Florida
$39.3K
GRP
150
Global Retirement Partners
California
$30.4K -$288K -1,179 -91%

VTHR Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2024, worth a combined $814M — up 4.7% from $778M a quarter earlier.

Fund positioning in VTHR was balanced in Q3 2024: 11 funds opened new positions, 11 closed out, 56 added to existing stakes and 40 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $50.3M. The largest seller was SVB Wealth, exiting entirely with an estimated $18.7M sold.

  • 167 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2024, down from 168 in Q2 2024.
  • Funds reported $814M of Vanguard Russell 3000 ETF stock for Q3 2024, up 4.7% quarter-over-quarter.
  • 11 funds opened new Vanguard Russell 3000 ETF positions in Q3 2024 and 11 closed out, a net change of 0 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $50.3M added.
  • The largest Vanguard Russell 3000 ETF seller in Q3 2024 was SVB Wealth, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2024.