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Vanguard Russell 3000 ETF

168 hedge funds and large institutions have $778M invested in Vanguard Russell 3000 ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $717M → $778M (+$60.8M)

5% more funds holding

Funds holding: 160168 (+8)

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

0.78% more ownership

Funds ownership: 30.79%31.57% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
168
Holders Change
+8
Holders Change %
+5%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
47
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$138M -$2.76M -11,886 -2%
C
2
Cliffwater
California
$48.2M +$30.2M +130,274 +183%
GC
3
Gratus Capital
Georgia
$46.6M +$951K +4,098 +2%
Natixis Advisors
4
Natixis Advisors
Massachusetts
$36.5M +$19.2M +82,988 +120%
Morgan Stanley
5
Morgan Stanley
New York
$35M +$4.32M +18,612 +15%
Cerity Partners
6
Cerity Partners
New York
$32.8M -$126K -545 -0.4%
MML Investors Services
7
MML Investors Services
Massachusetts
$30.3M +$4.32M +18,630 +17%
HighTower Advisors
8
HighTower Advisors
Illinois
$24M -$5.34M -23,013 -19%
DT
9
Diversified Trust
Tennessee
$21.2M
LPL Financial
10
LPL Financial
California
$20M +$476K +2,054 +3%
SW
11
SVB Wealth
Massachusetts
$18.7M -$18.1M -77,993 -50%
Bank of America
12
Bank of America
North Carolina
$18.3M -$5.49M -23,655 -24%
PAG
13
Private Advisor Group
New Jersey
$15.1M -$3.61M -15,567 -20%
RJA
14
Raymond James & Associates
Florida
$14.2M +$57.8K +249 +0.4%
DPI
15
Diversified Portfolios Inc
Michigan
$12.5M
UBS Group
16
UBS Group
Switzerland
$11.9M +$1.64M +7,060 +17%
CB
17
Commerce Bank
Missouri
$10.7M +$10.4K +45 +0.1%
TFF
18
The Family Firm
Maryland
$9.44M +$38.7K +167 +0.4%
WA
19
Wealthstream Advisors
New York
$8.67M +$393K +1,695 +5%
LW
20
Linscomb Wealth
Texas
$7.64M -$457K -1,972 -6%
Mariner
21
Mariner
Kansas
$7.56M -$656K -2,828 -8%
P
22
Pitcairn
Pennsylvania
$7.37M +$24.4K +105 +0.3%
JP Morgan Chase
23
JP Morgan Chase
New York
$7.34M -$190K -821 -3%
Brown Advisory
24
Brown Advisory
Maryland
$6.7M -$3.65M -15,749 -36%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$6.62M +$5.32M +22,918 +486%