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Vanguard Russell 3000 ETF

191 hedge funds and large institutions have $1.05B invested in Vanguard Russell 3000 ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

29% more capital invested

Capital invested by funds: $814M → $1.05B (+$237M)

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

14% more funds holding

Funds holding: 167191 (+24)

0.2% less ownership

Funds ownership: 32.76%32.56% (-0.2%)

Holders
191
Holders Change
+24
Holders Change %
+14.37%
% of All Funds
2.52%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
35
Increased
59
Reduced
50
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
126
Farther Finance Advisors
California
$338K
TFS
127
Thoroughbred Financial Services
Tennessee
$333K
FNBOO
128
First National Bank of Omaha
Nebraska
$331K
MWM
129
Momentous Wealth Management
Washington
$329K +$332K +1,267 New
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$322K +$34.5K +132 +12%
QCM
131
QRG Capital Management
Illinois
$310K +$313K +1,195 New
BJL
132
Brighton Jones LLC
Washington
$307K +$1.05K +4 +0.3%
SC
133
Sykon Capital
New York
$288K +$57.6K +220 +25%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$288K -$1.45M -5,556 -83%
RCM
135
Radnor Capital Management
Pennsylvania
$286K -$288K -1,100 -50%
BAM
136
Belpointe Asset Management
Nevada
$283K
FCM
137
Firestone Capital Management
Florida
$281K
AFA
138
AA Financial Advisors
Ohio
$260K -$14.4K -55 -5%
TF
139
Trek Financial
Arizona
$242K
DWM
140
Dakota Wealth Management
Florida
$235K
AssetMark Inc
141
AssetMark Inc
California
$225K +$227K +868 New
Kovitz Investment Group Partners
142
Kovitz Investment Group Partners
Illinois
$225K +$227K +866 New
SCG
143
Sonata Capital Group
Washington
$221K
NA
144
NewEdge Advisors
Louisiana
$220K +$523 +2 +0.2%
SB
145
Strategic Blueprint
Georgia
$214K +$215K +823 New
IAIM
146
International Assets Investment Management
Florida
$211K -$53.9M -205,926 -100%
SF
147
Synovus Financial
Georgia
$210K -$211K -807 -50%
BWP
148
BSW Wealth Partners
Colorado
$200K +$202K +771 New
TC
149
Tacita Capital
Ontario, Canada
$162K
CIAS
150
Capital Investment Advisory Services
North Carolina
$160K -$9.16K -35 -5%

VTHR Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2024, worth a combined $1.05B — up 29% from $814M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VTHR positions and 5 closed out — a net gain of 30 holders — while 59 added to existing stakes and 50 trimmed.

The largest buyer was Lincoln National Corp, opening a new position worth an estimated $120M. The largest seller was International Assets Investment Management, cutting an estimated $53.9M.

  • 191 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $1.05B of Vanguard Russell 3000 ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 35 funds opened new Vanguard Russell 3000 ETF positions in Q4 2024 and 5 closed out, a net change of +30 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2024 was Lincoln National Corp, an estimated $120M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2024 was International Assets Investment Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q4 2024.