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Vanguard Russell 3000 ETF

109 hedge funds and large institutions have $383M invested in Vanguard Russell 3000 ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

86% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 21

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

25% more capital invested

Capital invested by funds: $307M → $383M (+$76.9M)

11.99% more ownership

Funds ownership: 27.79%39.78% (+12%)

6% more funds holding

Funds holding: 103109 (+6)

Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
13
Increased
39
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$71.1M -$738K -3,503 -1%
HighTower Advisors
2
HighTower Advisors
Illinois
$40.7M +$21.5M +102,147 +118%
Morgan Stanley
3
Morgan Stanley
New York
$19.3M +$1.39M +6,621 +8%
DT
4
Diversified Trust
Tennessee
$19.2M -$606K -2,876 -3%
Bank of America
5
Bank of America
North Carolina
$17.8M +$517K +2,453 +3%
C
6
Cliffwater
California
$15.7M -$3.91M -18,554 -20%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$14.9M +$13.6M +64,639 +1,502%
EWA
8
EP Wealth Advisors
California
$11.5M +$156K +739 +1%
CTC
9
Central Trust Company
Missouri
$10.2M +$318K +1,510 +3%
Chevy Chase Trust
10
Chevy Chase Trust
Maryland
$9.67M
UBS Group
11
UBS Group
Switzerland
$9.46M +$3.85M +18,272 +71%
P
12
Pitcairn
Pennsylvania
$9.11M +$1.85M +8,796 +26%
LW
13
Linscomb Wealth
Texas
$8.33M +$32.2K +153 +0.4%
LPL Financial
14
LPL Financial
California
$7.95M -$865K -4,107 -10%
TFF
15
The Family Firm
Maryland
$7.86M +$50.1K +238 +0.7%
MGIA
16
Moneta Group Investment Advisors
Missouri
$7.72M -$421 -2 -0%
SAM
17
Silverhawk Asset Management
Arizona
$7.14M +$6.97M +33,079 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.01M +$3.36M +15,951 +134%
ATC
19
Adirondack Trust Company
New York
$5.44M -$3.19M -15,125 -38%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.79M +$925K +4,392 +25%
RCIM
21
Red Cedar Investment Management
Michigan
$4.53M +$324K +1,538 +8%
DPI
22
Diversified Portfolios Inc
Michigan
$3.61M -$19.4K -92 -0.5%
TWM
23
Tolleson Wealth Management
Texas
$3.6M
DFC
24
DB Fitzpatrick & Co
Idaho
$2.96M +$2.89M +13,731 New
PP
25
Pegasus Partners
Wisconsin
$2.96M +$94.3K +448 +3%