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Vanguard Russell 3000 ETF

46 hedge funds and large institutions have $63.5M invested in Vanguard Russell 3000 ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

36% more capital invested

Capital invested by funds: $46.8M → $63.5M (+$16.7M)

12% more funds holding

Funds holding: 4146 (+5)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
15
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.86M +$8.4M +84,748 +1,946%
P
2
Pitcairn
Pennsylvania
$8.17M +$887K +8,945 +12%
Jane Street
3
Jane Street
New York
$5.89M +$5.87M +59,234 New
ATC
4
Adirondack Trust Company
New York
$5.86M
LPL Financial
5
LPL Financial
California
$4.5M -$69.4K -700 -2%
UCFA
6
United Capital Financial Advisors
Texas
$3.8M -$51.5K -520 -1%
Morgan Stanley
7
Morgan Stanley
New York
$2.55M +$143K +1,447 +6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.48M +$2.47M +24,958 New
LW
9
Linscomb Wealth
Texas
$2.36M -$26.2K -264 -1%
TFF
10
The Family Firm
Maryland
$2.08M +$31.5K +318 +2%
MGIA
11
Moneta Group Investment Advisors
Missouri
$1.81M +$267K +2,690 +17%
DWT
12
Dorsey & Whitney Trust
South Dakota
$1.79M
Chevy Chase Trust
13
Chevy Chase Trust
Maryland
$1.76M
BC
14
Bartlett & Co
Ohio
$1.31M -$55.6K -561 -4%
KeyBank National Association
15
KeyBank National Association
Ohio
$1.19M
Northern Trust
16
Northern Trust
Illinois
$1.1M
Goldman Sachs
17
Goldman Sachs
New York
$1.02M +$1.02M +10,250 New
CAN
18
Cetera Advisor Networks
California
$691K +$344K +3,474 +100%
PAG
19
Private Advisor Group
New Jersey
$664K +$9.12K +92 +1%
Bank of America
20
Bank of America
North Carolina
$589K +$75.3K +760 +15%
WT
21
Whittier Trust
California
$552K
Creative Planning
22
Creative Planning
Kansas
$514K +$98.6K +995 +24%
VF
23
Virtu Financial
New York
$499K +$498K +5,023 New
JIC
24
Johnson Investment Counsel
Ohio
$477K
SFPM
25
Sensible Financial Planning & Management
Massachusetts
$447K