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Vanguard Russell 3000 ETF

138 hedge funds and large institutions have $507M invested in Vanguard Russell 3000 ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 136138 (+2)

3% more capital invested

Capital invested by funds: $495M → $507M (+$12.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.99% less ownership

Funds ownership: 33.06%29.07% (-4%)

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2.17%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
48
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$134M +$35.6M +190,328 +39%
HighTower Advisors
2
HighTower Advisors
Illinois
$21.2M -$353K -1,886 -2%
EK
3
Evensky & Katz
Florida
$21.2M -$6.26M -33,421 -24%
C
4
Cliffwater
California
$20.6M -$221K -1,181 -1%
Cerity Partners
5
Cerity Partners
New York
$20.5M +$699K +3,735 +4%
DT
6
Diversified Trust
Tennessee
$17.4M +$5.8K +31 +0%
Bank of America
7
Bank of America
North Carolina
$15.3M +$37.2K +199 +0.3%
LPL Financial
8
LPL Financial
California
$12.8M +$30.9K +165 +0.3%
CB
9
Commerce Bank
Missouri
$12.4M -$189K -1,010 -2%
Morgan Stanley
10
Morgan Stanley
New York
$11.5M +$806K +4,305 +8%
WIA
11
World Investment Advisors
California
$11.3M -$2.44M -13,026 -19%
MML Investors Services
12
MML Investors Services
Massachusetts
$11.2M +$386K +2,063 +4%
RJA
13
Raymond James & Associates
Florida
$10.5M +$2.34M +12,482 +31%
DPI
14
Diversified Portfolios Inc
Michigan
$10.3M -$28.8K -154 -0.3%
GRP
15
Global Retirement Partners
California
$8.65M +$139K +743 +2%
TFF
16
The Family Firm
Maryland
$8.25M +$357K +1,910 +5%
Brown Advisory
17
Brown Advisory
Maryland
$7.72M +$1M +5,366 +16%
P
18
Pitcairn
Pennsylvania
$7.51M -$112K -596 -2%
LW
19
Linscomb Wealth
Texas
$7.06M -$419K -2,240 -6%
JP Morgan Chase
20
JP Morgan Chase
New York
$6.51M -$37.5M -200,319 -86%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$6.07M
UBS Group
22
UBS Group
Switzerland
$6.03M +$87.4K +467 +2%
WA
23
Wealthstream Advisors
New York
$5.56M +$365K +1,949 +7%
Mariner
24
Mariner
Kansas
$5.38M +$3.57M +19,050 +232%
DFC
25
DB Fitzpatrick & Co
Idaho
$4.42M +$1.58M +8,468 +61%

VTHR Hedge Fund Activity: Q2 2023 in Review

138 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q2 2023, worth a combined $507M — up 2.6% from $495M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VTHR positions and 12 closed out — a net gain of 2 holders — while 48 added to existing stakes and 36 trimmed.

The largest buyer was Ameriprise, adding an estimated $35.6M. The largest seller was JP Morgan Chase, cutting an estimated $37.5M.

  • 138 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $507M of Vanguard Russell 3000 ETF stock for Q2 2023, up 2.6% quarter-over-quarter.
  • 14 funds opened new Vanguard Russell 3000 ETF positions in Q2 2023 and 12 closed out, a net change of +2 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q2 2023 was Ameriprise, an estimated $35.6M added.
  • The largest Vanguard Russell 3000 ETF seller in Q2 2023 was JP Morgan Chase, an estimated $37.5M sold.

Based on aggregated 13F filings for Q2 2023.