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Vanguard Russell 3000 ETF
VTHR
VTHR
136 hedge funds and large institutions have $495M 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.
New
Increased
Maintained
Reduced
Closed
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
12% more capital invested
Capital invested by funds: $440M → $495M (+$54.6M)
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)
Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
2.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
13
Increased
45
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 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 |
