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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
HI
176
Harbour Investments
Wisconsin
$9.43K
Jones Financial Companies
177
Jones Financial Companies
Missouri
$8.83K +$8.9K +34 New
CTC
178
Central Trust Company
Missouri
$8.31K +$8.37K +32 New
ACA
179
Aptus Capital Advisors
Alabama
$7.79K +$5.76K +22 +275%
GWSG
180
GPS Wealth Strategies Group
Colorado
$6.31K -$10.2K -39 -62%
CPBTD
181
Central Pacific Bank - Trust Division
Hawaii
$6.23K
AWM
182
AE Wealth Management
Kansas
$4.93K -$396K -1,515 -99%
BSB
183
Bangor Savings Bank
Maine
$4.16K +$4.19K +16 New
BHWM
184
Bay Harbor Wealth Management
Maryland
$4.16K
NS
185
NBC Securities
Alabama
$3.12K -$3.6M -13,754 -100%
US Bancorp
186
US Bancorp
Minnesota
$3.12K +$3.14K +12 New
WP
187
WealthShield Partners
North Carolina
$2.6K
EWM
188
Evermay Wealth Management
Virginia
$2.36K
MWA
189
Medallion Wealth Advisors
Connecticut
$1.34K +$1.31K +5 New
WWA
190
Wingate Wealth Advisors
Massachusetts
$519 +$523 +2 New
EWA
191
EverSource Wealth Advisors
Alabama
$260 -$16.5K -63 -98%
CA
192
CoreCap Advisors
Michigan
$260 +$262 +1 New
CAM
193
Cresset Asset Management
Illinois
-$2.31M -9,107 Closed
SFPM
194
Sensible Financial Planning & Management
Massachusetts
-$1.53M -6,038 Closed
TRCT
195
Tower Research Capital (TRC)
New York
-$208K -821 Closed
PCMC
196
Private Capital Management (Colorado)
Colorado
-$69K -272 Closed
PMFA
197
Plante Moran Financial Advisors
Michigan
-$3.6K -14 Closed

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.