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Vanguard Russell 3000 ETF

160 hedge funds and large institutions have $717M invested in Vanguard Russell 3000 ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $591M → $717M (+$126M)

10% more funds holding

Funds holding: 145160 (+15)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0.24% more ownership

Funds ownership: 30.55%30.79% (+0.24%)

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
41
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$137M +$7.21M +32,515 +6%
GC
2
Gratus Capital
Georgia
$44.4M +$42.2M +190,488 New
SW
3
SVB Wealth
Massachusetts
$36.3M +$16.8M +75,623 +94%
Cerity Partners
4
Cerity Partners
New York
$32.1M +$6.94M +31,285 +29%
Morgan Stanley
5
Morgan Stanley
New York
$29.7M -$24M -108,424 -46%
HighTower Advisors
6
HighTower Advisors
Illinois
$28.7M -$429K -1,933 -2%
MML Investors Services
7
MML Investors Services
Massachusetts
$25.1M +$647K +2,917 +3%
Bank of America
8
Bank of America
North Carolina
$23.3M +$2.97M +13,400 +15%
DT
9
Diversified Trust
Tennessee
$20.6M +$183K +824 +0.9%
LPL Financial
10
LPL Financial
California
$18.9M +$2.36M +10,630 +15%
PAG
11
Private Advisor Group
New Jersey
$18.3M +$391K +1,764 +2%
C
12
Cliffwater
California
$16.6M
Natixis Advisors
13
Natixis Advisors
Massachusetts
$16.1M +$15.4M +69,250 New
RJA
14
Raymond James & Associates
Florida
$13.7M +$1.18M +5,336 +10%
DPI
15
Diversified Portfolios Inc
Michigan
$12.2M
CB
16
Commerce Bank
Missouri
$10.4M -$26.6K -120 -0.3%
Brown Advisory
17
Brown Advisory
Maryland
$10.2M +$1.01M +4,565 +12%
UBS Group
18
UBS Group
Switzerland
$9.95M -$255K -1,148 -3%
TFF
19
The Family Firm
Maryland
$9.14M -$223K -1,005 -2%
WA
20
Wealthstream Advisors
New York
$8.04M +$276K +1,246 +4%
Mariner
21
Mariner
Kansas
$8.01M -$44.8K -202 -0.6%
LW
22
Linscomb Wealth
Texas
$7.89M -$7.32K -33 -0.1%
JP Morgan Chase
23
JP Morgan Chase
New York
$7.32M -$422K -1,905 -6%
P
24
Pitcairn
Pennsylvania
$7.14M -$1.32M -5,940 -16%
Stifel Financial
25
Stifel Financial
Missouri
$5.74M +$177K +797 +3%