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Vanguard Russell 3000 ETF

75 hedge funds and large institutions have $137M invested in Vanguard Russell 3000 ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

39% more capital invested

Capital invested by funds: $98.9M → $137M (+$38.5M)

6% more funds holding

Funds holding: 7175 (+4)

1.86% more ownership

Funds ownership: 22.16%24.02% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
18
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$28.3M +$10.8M +82,085 +68%
DT
2
Diversified Trust
Tennessee
$10.4M +$9.81M +74,423 New
Bank of America
3
Bank of America
North Carolina
$9.88M -$1.71M -12,956 -16%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.05M +$6.81M +51,643 +874%
ATC
5
Adirondack Trust Company
New York
$6.76M -$369K -2,800 -6%
P
6
Pitcairn
Pennsylvania
$5.62M +$21.5K +163 +0.4%
LPL Financial
7
LPL Financial
California
$5.24M -$47.3K -359 -0.9%
LW
8
Linscomb Wealth
Texas
$5.2M +$78.6K +596 +2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$5.1M +$2.54M +19,247 +112%
MGIA
10
Moneta Group Investment Advisors
Missouri
$5M -$264 -2 -0%
Morgan Stanley
11
Morgan Stanley
New York
$4.78M -$153K -1,164 -3%
TFF
12
The Family Firm
Maryland
$4.21M -$63.7K -483 -2%
DPI
13
Diversified Portfolios Inc
Michigan
$2.58M +$251K +1,901 +12%
Citadel Advisors
14
Citadel Advisors
Florida
$2.56M -$577K -4,375 -19%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$2.03M -$68.5K -520 -3%
PAG
16
Private Advisor Group
New Jersey
$2M -$21.5K -163 -1%
TRCT
17
Tower Research Capital (TRC)
New York
$1.82M +$968K +7,343 +130%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.8M -$361K -2,736 -18%
UCFA
19
United Capital Financial Advisors
Texas
$1.63M -$759K -5,757 -33%
Chevy Chase Trust
20
Chevy Chase Trust
Maryland
$1.58M
SFPM
21
Sensible Financial Planning & Management
Massachusetts
$1.47M -$113K -857 -8%
CS
22
Credit Suisse
Switzerland
$1.45M
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$1.39M +$3.69K +28 +0.3%
Wells Fargo
24
Wells Fargo
California
$1.35M -$203K -1,539 -14%
Jane Street
25
Jane Street
New York
$1.18M -$1.02M -7,741 -48%

VTHR Hedge Fund Activity: Q2 2020 in Review

75 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q2 2020, worth a combined $137M — up 39% from $98.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VTHR positions and 6 closed out — a net gain of 4 holders — while 18 added to existing stakes and 23 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.8M. The largest seller was B. Riley Wealth Management, exiting entirely with an estimated $5.73M sold.

  • 75 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q2 2020, up from 71 in Q1 2020.
  • Funds reported $137M of Vanguard Russell 3000 ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 10 funds opened new Vanguard Russell 3000 ETF positions in Q2 2020 and 6 closed out, a net change of +4 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q2 2020 was Ameriprise, an estimated $10.8M added.
  • The largest Vanguard Russell 3000 ETF seller in Q2 2020 was B. Riley Wealth Management, an estimated $5.73M sold.

Based on aggregated 13F filings for Q2 2020.