Vanguard Russell 3000 ETF
VTHR
136 hedge funds and large institutions have $496M invested in Vanguard Russell 3000 ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
25% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 36
13% more capital invested
Capital invested by funds: $440M → $496M (+$56.2M)
4.15% more ownership
Funds ownership: 28.91% → 33.06% (+4.1%)
2% more funds holding
Funds holding: 133 → 136 (+3)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$68.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$49.1M |
| 3 |
JP Morgan Chase
New York
|
+$35M |
| 4 |
Cerity Partners
New York
|
+$13.2M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Moran Wealth Management
Naples,
Florida
|
-$56.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.52M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6.58M |
| 4 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$5.65M |
| 5 |
ATC
Adirondack Trust Company
Saratoga Springs,
New York
|
-$3.58M |
VTHR Hedge Fund Activity: Q1 2023 in Review
136 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q1 2023, worth a combined $496M — up 13% from $440M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new VTHR positions and 8 closed out — a net gain of 5 holders — while 45 added to existing stakes and 36 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $68.8M. The largest seller was Moran Wealth Management, cutting an estimated $56.7M.
- 136 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q1 2023, up from 133 in Q4 2022.
- Funds reported $496M of Vanguard Russell 3000 ETF stock for Q1 2023, up 13% quarter-over-quarter.
- 13 funds opened new Vanguard Russell 3000 ETF positions in Q1 2023 and 8 closed out, a net change of +5 holders.
- The largest Vanguard Russell 3000 ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $68.8M added.
- The largest Vanguard Russell 3000 ETF seller in Q1 2023 was Moran Wealth Management, an estimated $56.7M sold.
Based on aggregated 13F filings for Q1 2023.