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Vanguard Russell 3000 ETF

168 hedge funds and large institutions have $778M invested in Vanguard Russell 3000 ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $717M → $778M (+$60.8M)

5% more funds holding

Funds holding: 160168 (+8)

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

0.78% more ownership

Funds ownership: 30.79%31.57% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
168
Holders Change
+8
Holders Change %
+5%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
47
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSG
151
Main Street Group
Virginia
$35.9K -$25.5K -110 -42%
Qube Research & Technologies (QRT)
152
Qube Research & Technologies (QRT)
United Kingdom
$25.6K -$10.4K -45 -30%
AssetMark Inc
153
AssetMark Inc
California
$24.9K +$19.5K +84 +420%
CSB
154
City State Bank
Iowa
$24K
QCG
155
Quadrant Capital Group
Ohio
$19.2K -$1.86K -8 -9%
CAM
156
Chesapeake Asset Management
New York
$19.2K
NI
157
NCP Inc
California
$16.1K
EWA
158
EverSource Wealth Advisors
Alabama
$15.6K
JFG
159
JDM Financial Group
Texas
$14.1K
CAL
160
Capital Analysts LLC
Pennsylvania
$10K
HIA
161
Harbor Investment Advisory
Maryland
$9.82K
TSWM
162
Tyler-Stone Wealth Management
Ohio
$9.58K
HI
163
Harbour Investments
Wisconsin
$8.7K
CPBTD
164
Central Pacific Bank - Trust Division
Hawaii
$5.75K
BHWM
165
Bay Harbor Wealth Management
Maryland
$3.85K
PMFA
166
Plante Moran Financial Advisors
Michigan
$3.4K
WP
167
WealthShield Partners
North Carolina
$2.4K
EWM
168
Evermay Wealth Management
Virginia
$2.16K
BRWA
169
B. Riley Wealth Advisors
Florida
-$1.94M -10,170 Closed
HA
170
HC Advisors
Georgia
-$2.29M -9,825 Closed
PS
171
Portfolio Strategies
New York
-$1.91M -8,183 Closed
NPT
172
National Philanthropic Trust
Pennsylvania
-$1.43M -6,154 Closed
KFGK
173
Keystone Financial Group (Kentucky)
Kentucky
-$609K -2,615 Closed
Corient Private Wealth
174
Corient Private Wealth
Florida
-$513K -2,204 Closed
UCFA
175
United Capital Financial Advisors
Texas
-$317K -1,360 Closed