We are live on ! Find out more
VTHR icon

Vanguard Russell 3000 ETF

81 hedge funds and large institutions have $176M invested in Vanguard Russell 3000 ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

28% more capital invested

Capital invested by funds: $137M → $176M (+$38.5M)

8% more funds holding

Funds holding: 7581 (+6)

1.36% more ownership

Funds ownership: 24.02%25.38% (+1.4%)

46% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 28

Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
15
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$45.6M +$14.6M +97,441 +48%
C
2
Cliffwater
California
$15.5M +$15.3M +101,572 New
DT
3
Diversified Trust
Tennessee
$14M +$2.62M +17,459 +23%
Bank of America
4
Bank of America
North Carolina
$12.8M +$2.04M +13,570 +19%
BRWM
5
B. Riley Wealth Management
Tennessee
$7.59M +$7.5M +49,877 New
ATC
6
Adirondack Trust Company
New York
$6.45M -$500K -3,325 -7%
LPL Financial
7
LPL Financial
California
$6.11M +$405K +2,698 +7%
P
8
Pitcairn
Pennsylvania
$5.85M -$261K -1,735 -4%
LW
9
Linscomb Wealth
Texas
$5.72M +$62.8K +418 +1%
Morgan Stanley
10
Morgan Stanley
New York
$5.56M +$353K +2,351 +7%
MGIA
11
Moneta Group Investment Advisors
Missouri
$5.45M -$301 -2 -0%
TFF
12
The Family Firm
Maryland
$4.91M +$320K +2,131 +7%
DPI
13
Diversified Portfolios Inc
Michigan
$2.65M -$152K -1,013 -6%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$2.21M
Citadel Advisors
15
Citadel Advisors
Florida
$1.97M -$805K -5,357 -29%
PAG
16
Private Advisor Group
New Jersey
$1.87M -$308K -2,050 -14%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.87M -$90K -599 -5%
UCFA
18
United Capital Financial Advisors
Texas
$1.77M -$3.76K -25 -0.2%
Chevy Chase Trust
19
Chevy Chase Trust
Maryland
$1.72M
SFPM
20
Sensible Financial Planning & Management
Massachusetts
$1.6M
CS
21
Credit Suisse
Switzerland
$1.58M
Wells Fargo
22
Wells Fargo
California
$1.53M +$59.8K +398 +4%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$1.5M -$1.8K -12 -0.1%
William Blair & Company
24
William Blair & Company
Illinois
$1.13M -$42.4K -282 -4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.08M -$4.41M -29,365 -81%

VTHR Hedge Fund Activity: Q3 2020 in Review

81 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2020, worth a combined $176M — up 28% from $137M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VTHR positions and 5 closed out — a net gain of 6 holders — while 15 added to existing stakes and 28 trimmed.

The largest buyer was Cliffwater, opening a new position worth an estimated $15.3M. The largest seller was Royal Bank of Canada, cutting an estimated $7.8M.

  • 81 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2020, up from 75 in Q2 2020.
  • Funds reported $176M of Vanguard Russell 3000 ETF stock for Q3 2020, up 28% quarter-over-quarter.
  • 11 funds opened new Vanguard Russell 3000 ETF positions in Q3 2020 and 5 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q3 2020 was Cliffwater, an estimated $15.3M added.
  • The largest Vanguard Russell 3000 ETF seller in Q3 2020 was Royal Bank of Canada, an estimated $7.8M sold.

Based on aggregated 13F filings for Q3 2020.