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Vanguard Russell 3000 ETF

41 hedge funds and large institutions have $46.8M invested in Vanguard Russell 3000 ETF in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4141 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

19% less capital invested

Capital invested by funds: $57.7M → $46.8M (-$10.9M)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
10
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
1
Pitcairn
Pennsylvania
$6.99M +$6.94M +73,236 New
ATC
2
Adirondack Trust Company
New York
$5.63M
Ameriprise
3
Ameriprise
Minnesota
$4.62M -$4.03M -42,483 -47%
LPL Financial
4
LPL Financial
California
$4.43M -$5.08M -53,592 -54%
UCFA
5
United Capital Financial Advisors
Texas
$3.68M -$827K -8,723 -18%
Morgan Stanley
6
Morgan Stanley
New York
$2.31M +$48.1K +508 +2%
LW
7
Linscomb Wealth
Texas
$2.29M +$162K +1,706 +8%
TFF
8
The Family Firm
Maryland
$1.96M -$7.2K -76 -0.4%
DWT
9
Dorsey & Whitney Trust
South Dakota
$1.72M -$19.9K -210 -1%
Chevy Chase Trust
10
Chevy Chase Trust
Maryland
$1.69M
MGIA
11
Moneta Group Investment Advisors
Missouri
$1.48M
BC
12
Bartlett & Co
Ohio
$1.31M
KeyBank National Association
13
KeyBank National Association
Ohio
$1.15M -$68.7K -725 -6%
Northern Trust
14
Northern Trust
Illinois
$1.06M -$90.5K -955 -8%
PAG
15
Private Advisor Group
New Jersey
$635K +$398K +4,203 +173%
WT
16
Whittier Trust
California
$529K
Bank of America
17
Bank of America
North Carolina
$492K -$2.89M -30,494 -86%
JIC
18
Johnson Investment Counsel
Ohio
$457K
SFPM
19
Sensible Financial Planning & Management
Massachusetts
$429K -$22.6K -238 -5%
Wells Fargo
20
Wells Fargo
California
$416K +$200K +2,113 +94%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$400K -$17.5K -185 -4%
Creative Planning
22
Creative Planning
Kansas
$398K +$396K +4,176 New
SBL
23
Sargent Bickham Lagudis
Colorado
$363K
UBS Group
24
UBS Group
Switzerland
$361K +$260K +2,743 +263%
CAN
25
Cetera Advisor Networks
California
$332K +$27.6K +291 +9%