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Vanguard Russell 3000 ETF

62 hedge funds and large institutions have $88.8M invested in Vanguard Russell 3000 ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

13% more capital invested

Capital invested by funds: $78.3M → $88.8M (+$10.6M)

9% more funds holding

Funds holding: 5762 (+5)

4.09% more ownership

Funds ownership: 19.99%24.08% (+4.1%)

Holders
62
Holders Change
+5
Holders Change %
+8.77%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
18
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
1
Pitcairn
Pennsylvania
$11.7M +$7.42M +60,187 +141%
Morgan Stanley
2
Morgan Stanley
New York
$7.54M -$253K -2,054 -3%
ATC
3
Adirondack Trust Company
New York
$7.38M
Jane Street
4
Jane Street
New York
$5.55M +$6.01M +48,758 New
LPL Financial
5
LPL Financial
California
$4.83M +$128K +1,036 +3%
Bank of America
6
Bank of America
North Carolina
$4.62M +$1.32M +10,738 +36%
LW
7
Linscomb Wealth
Texas
$3.37M +$251K +2,038 +7%
TFF
8
The Family Firm
Maryland
$3.27M +$533K +4,329 +18%
MGIA
9
Moneta Group Investment Advisors
Missouri
$3.22M +$138K +1,119 +4%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$2.77M +$2.78M +22,518 +1,274%
UBS Group
11
UBS Group
Switzerland
$2.7M +$2.54M +20,618 +666%
Wells Fargo
12
Wells Fargo
California
$2.39M -$6.4M -51,927 -71%
UCFA
13
United Capital Financial Advisors
Texas
$2.38M -$49K -398 -2%
SCM
14
Sterling Capital Management
North Carolina
$1.95M +$2.11M +17,130 New
GVAG
15
Great Valley Advisor Group
Delaware
$1.76M +$1.65M +13,407 New
PAG
16
Private Advisor Group
New Jersey
$1.71M +$179K +1,449 +11%
Chevy Chase Trust
17
Chevy Chase Trust
Maryland
$1.61M -$76.4K -620 -4%
SFPM
18
Sensible Financial Planning & Management
Massachusetts
$1.36M
AWA
19
ARS Wealth Advisors
Florida
$1.3M -$208K -1,690 -13%
FAAS
20
First Allied Advisory Services
California
$1.18M +$806K +6,540 +170%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.16M +$839K +6,812 +203%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$1.15M -$1.97K -16 -0.2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.05M +$1.14M +9,234 New
IA
24
IFP Advisors
Florida
$943K +$817K +6,630 +380%
William Blair & Company
25
William Blair & Company
Illinois
$915K