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Vanguard Russell 3000 ETF
VTHR

Overview Fund Activity

135 hedge funds and large institutions have $495M invested in Vanguard Russell 3000 ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
2.16%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
12
Increased
45
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$89.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$42.8M
3
EWA
3
EP Wealth Advisors
California
$22.1M
4
Cerity Partners
4
Cerity Partners
New York
$18.4M
5
LPL Financial
5
LPL Financial
California
$11.8M

Top Sellers

1
MWM
1
Moran Wealth Management
Florida
$1.13M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.49M
3
Bank of America
3
Bank of America
North Carolina
$14.1M
4
EK
4
Evensky & Katz
Florida
$25.8M
5
ATC
5
Adirondack Trust Company
New York
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$89.4M 487,680 +273,500 +128%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$42.8M 233,298 +194,673 +504%
EK
3
Evensky & Katz
Florida
$25.8M 140,620 -31,445 -18%
EWA
4
EP Wealth Advisors
California
$22.1M 437,100 +383,158 +710%
HighTower Advisors
5
HighTower Advisors
Illinois
$20M 109,317 -356 -0.3%
C
6
Cliffwater
California
$19.3M 105,409 +325 +0.3%
Cerity Partners
7
Cerity Partners
New York
$18.4M 100,308 +73,356 +272%
DT
8
Diversified Trust
Tennessee
$16.1M 87,921 +26 +0%
Bank of America
9
Bank of America
North Carolina
$14.1M 77,185 -36,640 -32%
WIA
10
World Investment Advisors
California
$12.9M 70,405 -406 -0.6%
LPL Financial
11
LPL Financial
California
$11.8M 64,456 +27,240 +73%
CB
12
Commerce Bank
Missouri
$11.7M 63,602 -8,153 -11%
MML Investors Services
13
MML Investors Services
Massachusetts
$9.99M 54,492 -7,154 -12%
Morgan Stanley
14
Morgan Stanley
New York
$9.93M 54,169 +16,321 +43%
DPI
15
Diversified Portfolios Inc
Michigan
$9.64M 52,572 -77 -0.1%
GRP
16
Global Retirement Partners
California
$7.82M 43,060 +4,085 +10%
RJA
17
Raymond James & Associates
Florida
$7.42M 40,489 +2,113 +6%
TFF
18
The Family Firm
Maryland
$7.31M 39,853 +431 +1%
P
19
Pitcairn
Pennsylvania
$7.08M 38,617 +113 +0.3%
MGIA
20
Moneta Group Investment Advisors
Missouri
$7.01M 38,220 +2,424 +7%
LW
21
Linscomb Wealth
Texas
$6.97M 38,016 -362 -0.9%
Brown Advisory
22
Brown Advisory
Maryland
$6.18M 33,710 – –
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$5.63M 30,721 -2,531 -8%
UBS Group
24
UBS Group
Switzerland
$5.51M 30,081 -3,474 -10%
WA
25
Wealthstream Advisors
New York
$4.8M 26,196 +3,068 +13%
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