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Vanguard Russell 3000 ETF

57 hedge funds and large institutions have $74.9M invested in Vanguard Russell 3000 ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

6% more capital invested

Capital invested by funds: $70.9M → $74.9M (+$4M)

2% more funds holding

Funds holding: 5657 (+1)

0.71% more ownership

Funds ownership: 20.12%20.84% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
11
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.89M +$504K +4,046 +6%
Morgan Stanley
2
Morgan Stanley
New York
$8.36M +$58.9K +473 +0.7%
ATC
3
Adirondack Trust Company
New York
$8.14M -$330K -2,650 -4%
P
4
Pitcairn
Pennsylvania
$5.56M +$718K +5,759 +15%
LPL Financial
5
LPL Financial
California
$5.14M -$253K -2,032 -5%
LW
6
Linscomb Wealth
Texas
$3.44M -$56.8K -456 -2%
MGIA
7
Moneta Group Investment Advisors
Missouri
$3.41M
TFF
8
The Family Firm
Maryland
$2.92M -$14.7K -118 -0.5%
UCFA
9
United Capital Financial Advisors
Texas
$2.68M -$349K -2,798 -12%
Bank of America
10
Bank of America
North Carolina
$2.51M +$607K +4,867 +32%
Jane Street
11
Jane Street
New York
$2.11M +$370K +2,968 +22%
AWA
12
ARS Wealth Advisors
Florida
$1.97M
Chevy Chase Trust
13
Chevy Chase Trust
Maryland
$1.86M
SFPM
14
Sensible Financial Planning & Management
Massachusetts
$1.58M -$117K -938 -7%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.41M +$1.14M +9,176 +452%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.27M +$422K +3,385 +51%
William Blair & Company
17
William Blair & Company
Illinois
$1.01M
Northern Trust
18
Northern Trust
Illinois
$1M
UBS Group
19
UBS Group
Switzerland
$932K -$13.8K -111 -1%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$863K -$67K -538 -7%
Citigroup
21
Citigroup
New York
$740K
WT
22
Whittier Trust
California
$698K
HighTower Advisors
23
HighTower Advisors
Illinois
$642K -$23.3K -187 -4%
JIC
24
Johnson Investment Counsel
Ohio
$603K
FAAS
25
First Allied Advisory Services
California
$531K -$7.48K -60 -1%