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Vanguard Russell 3000 ETF

123 hedge funds and large institutions have $394M invested in Vanguard Russell 3000 ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

6% more capital invested

Capital invested by funds: $371M → $394M (+$23.4M)

1.34% more ownership

Funds ownership: 34.5%35.84% (+1.3%)

1% more funds holding

Funds holding: 122123 (+1)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
2.12%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
13
Increased
43
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$37.4M +$27.4M +153,258 +195%
EK
2
Evensky & Katz
Florida
$28.7M -$2.53M -14,145 -7%
HighTower Advisors
3
HighTower Advisors
Illinois
$28.2M +$892K +4,988 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$20.3M +$17.7M +99,050 +366%
CB
5
Commerce Bank
Missouri
$18M +$17K +95 +0.1%
Bank of America
6
Bank of America
North Carolina
$17.5M -$25.4K -142 -0.1%
C
7
Cliffwater
California
$15.8M -$181K -1,014 -1%
Cerity Partners
8
Cerity Partners
New York
$15.6M -$1.49M -8,350 -8%
DT
9
Diversified Trust
Tennessee
$14.4M +$5K +28 +0%
WIA
10
World Investment Advisors
California
$11.4M +$461K +2,581 +4%
Morgan Stanley
11
Morgan Stanley
New York
$11M -$378K -2,115 -3%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$10M +$32.9K +184 +0.3%
EWA
13
EP Wealth Advisors
California
$8.62M -$326K -1,826 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.41M +$7.58M +42,388 +431%
LPL Financial
15
LPL Financial
California
$7.31M +$902K +5,045 +13%
Chevy Chase Trust
16
Chevy Chase Trust
Maryland
$7.22M
GRP
17
Global Retirement Partners
California
$6.61M -$55.9K -313 -0.8%
P
18
Pitcairn
Pennsylvania
$6.08M +$149K +836 +2%
LW
19
Linscomb Wealth
Texas
$6.02M -$38.4K -215 -0.6%
MGIA
20
Moneta Group Investment Advisors
Missouri
$5.76M -$615K -3,440 -9%
TFF
21
The Family Firm
Maryland
$5.64M -$727K -4,065 -10%
Brown Advisory
22
Brown Advisory
Maryland
$5.43M
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$5.06M
UBS Group
24
UBS Group
Switzerland
$4.59M -$3.19M -17,868 -39%
ATC
25
Adirondack Trust Company
New York
$4.36M +$394K +2,205 +9%

VTHR Hedge Fund Activity: Q3 2022 in Review

123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2022, worth a combined $394M — up 6.3% from $371M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VTHR positions and 9 closed out — a net gain of 4 holders — while 43 added to existing stakes and 31 trimmed.

The largest buyer was Ameriprise, adding an estimated $27.4M. The largest seller was Kore Private Wealth, cutting an estimated $6.91M.

  • 123 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2022, up from 122 in Q2 2022.
  • Funds reported $394M of Vanguard Russell 3000 ETF stock for Q3 2022, up 6.3% quarter-over-quarter.
  • 13 funds opened new Vanguard Russell 3000 ETF positions in Q3 2022 and 9 closed out, a net change of +4 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q3 2022 was Ameriprise, an estimated $27.4M added.
  • The largest Vanguard Russell 3000 ETF seller in Q3 2022 was Kore Private Wealth, an estimated $6.91M sold.

Based on aggregated 13F filings for Q3 2022.