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Vanguard Russell 3000 ETF

84 hedge funds and large institutions have $227M invested in Vanguard Russell 3000 ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

29% more capital invested

Capital invested by funds: $176M → $227M (+$50.7M)

4% more funds holding

Funds holding: 8184 (+3)

1.29% more ownership

Funds ownership: 25.38%26.68% (+1.3%)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
27
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$64.4M +$11.6M +70,650 +24%
C
2
Cliffwater
California
$17.8M +$118K +720 +0.7%
Bank of America
3
Bank of America
North Carolina
$16.4M +$1.6M +9,763 +12%
DT
4
Diversified Trust
Tennessee
$16M +$5.72K +35 +0%
Morgan Stanley
5
Morgan Stanley
New York
$10.2M +$3.58M +21,921 +60%
EWA
6
EP Wealth Advisors
California
$9.54M +$8.96M +54,805 New
ATC
7
Adirondack Trust Company
New York
$7.21M -$115K -705 -2%
LPL Financial
8
LPL Financial
California
$6.81M -$170K -1,042 -3%
LW
9
Linscomb Wealth
Texas
$6.66M +$113K +692 +2%
P
10
Pitcairn
Pennsylvania
$6.56M -$119K -729 -2%
TFF
11
The Family Firm
Maryland
$6.29M +$557K +3,405 +11%
MGIA
12
Moneta Group Investment Advisors
Missouri
$6.23M +$490 +3 +0%
UBS Group
13
UBS Group
Switzerland
$4.33M +$3.2M +19,597 +370%
RCIM
14
Red Cedar Investment Management
Michigan
$3.96M +$3.72M +22,734 New
DPI
15
Diversified Portfolios Inc
Michigan
$3.03M -$1.8K -11 -0.1%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$2.52M +$1.64K +10 +0.1%
PAG
17
Private Advisor Group
New Jersey
$2.18M +$40.7K +249 +2%
UCFA
18
United Capital Financial Advisors
Texas
$2.03M
Chevy Chase Trust
19
Chevy Chase Trust
Maryland
$1.97M
Wells Fargo
20
Wells Fargo
California
$1.89M +$138K +845 +8%
SFPM
21
Sensible Financial Planning & Management
Massachusetts
$1.81M -$11.3K -69 -0.7%
CS
22
Credit Suisse
Switzerland
$1.8M
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$1.71M +$4.74K +29 +0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.66M +$640K +3,912 +69%
IA
25
IFP Advisors
Florida
$1.49M +$437K +2,672 +46%

VTHR Hedge Fund Activity: Q4 2020 in Review

84 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2020, worth a combined $227M — up 29% from $176M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VTHR positions and 7 closed out — a net gain of 3 holders — while 27 added to existing stakes and 17 trimmed.

The largest buyer was Ameriprise, adding an estimated $11.6M. The largest seller was B. Riley Wealth Management, exiting entirely with an estimated $7.59M sold.

  • 84 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2020, up from 81 in Q3 2020.
  • Funds reported $227M of Vanguard Russell 3000 ETF stock for Q4 2020, up 29% quarter-over-quarter.
  • 10 funds opened new Vanguard Russell 3000 ETF positions in Q4 2020 and 7 closed out, a net change of +3 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2020 was Ameriprise, an estimated $11.6M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2020 was B. Riley Wealth Management, an estimated $7.59M sold.

Based on aggregated 13F filings for Q4 2020.