We are live on ! Find out more
VTHR icon

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
AF
151
Allworth Financial
California
$157K +$523 +2 +0.3%
JWA
152
JFS Wealth Advisors
Pennsylvania
$150K +$523 +2 +0.3%
HNB
153
Huntington National Bank
Ohio
$122K
SMA
154
Sage Mountain Advisors
Georgia
$109K
ST
155
Smithfield Trust
Pennsylvania
$85K -$3.42M -13,051 -97%
William Blair & Company
156
William Blair & Company
Illinois
$79.2K +$12.3K +47 +18%
HR
157
Howe & Rusling
New York
$75.3K -$2.62K -10 -3%
CWM
158
Centricity Wealth Management
Ohio
$74.5K +$75.1K +287 New
KHC
159
Koesten Hirschmann & Crabtree
Kansas
$71.9K +$262 +1 +0.4%
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$63.6K +$42.4K +162 +195%
ADL
161
Asset Dedication LLC
California
$54K
CCM
162
Chilton Capital Management
Texas
$52.7K
SS
163
SBI Securities
Japan
$45.7K +$46.1K +176 New
AWM
164
Activest Wealth Management
Florida
$40.3K
GK
165
Graney & King
New York
$39.5K +$39.8K +152 New
VWM
166
Venturi Wealth Management
Texas
$27.8K
TWM
167
Topsail Wealth Management
North Carolina
$26.2K +$26.4K +101 New
QCG
168
Quadrant Capital Group
Ohio
$23.6K
CAM
169
Chesapeake Asset Management
New York
$20.8K
NI
170
NCP Inc
California
$17.4K
GRP
171
Global Retirement Partners
California
$17.2K -$14.1K -54 -45%
NP
172
NorthRock Partners
Minnesota
$16.9K +$17K +65 New
JFG
173
JDM Financial Group
Texas
$15.3K
CSB
174
City State Bank
Iowa
$13K -$13.1K -50 -50%
HIA
175
Harbor Investment Advisory
Maryland
$10.6K

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.