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Vanguard Russell 3000 ETF

66 hedge funds and large institutions have $109M invested in Vanguard Russell 3000 ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $98.4M → $109M (+$10.2M)

6% more funds holding

Funds holding: 6266 (+4)

1.47% more ownership

Funds ownership: 21.62%23.09% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
14
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$16.2M -$637K -4,724 -4%
CS
2
Credit Suisse
Switzerland
$8.84M +$8.81M +65,352 New
ATC
3
Adirondack Trust Company
New York
$8.75M
P
4
Pitcairn
Pennsylvania
$5.96M -$189K -1,403 -3%
Ameriprise
5
Ameriprise
Minnesota
$5.5M +$1.01M +7,467 +22%
Morgan Stanley
6
Morgan Stanley
New York
$5.37M -$2.84M -21,057 -35%
LPL Financial
7
LPL Financial
California
$4.93M +$27.8K +206 +0.6%
MGIA
8
Moneta Group Investment Advisors
Missouri
$4.84M -$135 -1 -0%
LW
9
Linscomb Wealth
Texas
$4.51M +$140K +1,036 +3%
TFF
10
The Family Firm
Maryland
$3.88M -$72.1K -535 -2%
Jane Street
11
Jane Street
New York
$3.29M +$2.52M +18,729 +332%
UBS Group
12
UBS Group
Switzerland
$3.21M -$449K -3,330 -12%
UCFA
13
United Capital Financial Advisors
Texas
$2.92M -$269K -1,996 -8%
Wells Fargo
14
Wells Fargo
California
$2.92M +$64.7K +480 +2%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$2.51M +$412K +3,055 +20%
PAG
16
Private Advisor Group
New Jersey
$2.51M +$241K +1,790 +11%
Chevy Chase Trust
17
Chevy Chase Trust
Maryland
$1.51M -$691K -5,126 -31%
SFPM
18
Sensible Financial Planning & Management
Massachusetts
$1.45M -$30.9K -229 -2%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$1.36M
VF
20
Virtu Financial
New York
$1.33M +$389K +2,890 +41%
AWA
21
ARS Wealth Advisors
Florida
$1.24M
BFPW
22
BOK Financial Private Wealth
Colorado
$1.13M +$8.35K +62 +0.8%
Citadel Advisors
23
Citadel Advisors
Florida
$1.1M +$363K +2,695 +49%
William Blair & Company
24
William Blair & Company
Illinois
$1.05M -$34.4K -255 -3%
IA
25
IFP Advisors
Florida
$955K +$959K +7,120 New