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Vanguard Russell 3000 ETF

167 hedge funds and large institutions have $814M invested in Vanguard Russell 3000 ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

1.19% more ownership

Funds ownership: 31.57%32.76% (+1.2%)

5% more capital invested

Capital invested by funds: $778M → $814M (+$36.6M)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 168167 (-1)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
56
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$158M +$11.5M +47,229 +8%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$54.6M +$48.1M +196,637 +1,062%
C
3
Cliffwater
California
$50.9M -$159K -650 -0.3%
Natixis Advisors
4
Natixis Advisors
Massachusetts
$40.1M +$1.45M +5,931 +4%
Morgan Stanley
5
Morgan Stanley
New York
$37.7M +$593K +2,427 +2%
MML Investors Services
6
MML Investors Services
Massachusetts
$34.5M +$2.35M +9,626 +8%
Cerity Partners
7
Cerity Partners
New York
$34.1M -$676K -2,766 -2%
HighTower Advisors
8
HighTower Advisors
Illinois
$24.1M -$1.29M -5,266 -5%
DT
9
Diversified Trust
Tennessee
$22.4M +$10.5K +43 +0%
LPL Financial
10
LPL Financial
California
$21.6M +$497K +2,033 +2%
Bank of America
11
Bank of America
North Carolina
$15.3M -$3.84M -15,727 -21%
RJA
12
Raymond James & Associates
Florida
$15.2M +$177K +724 +1%
DPI
13
Diversified Portfolios Inc
Michigan
$13.2M -$29.3K -120 -0.2%
JP Morgan Chase
14
JP Morgan Chase
New York
$11.8M +$3.92M +16,025 +52%
PAG
15
Private Advisor Group
New Jersey
$11.7M -$4.1M -16,783 -27%
TFF
16
The Family Firm
Maryland
$10M +$35K +143 +0.4%
CB
17
Commerce Bank
Missouri
$9.89M -$1.35M -5,535 -12%
UBS Group
18
UBS Group
Switzerland
$9.54M -$2.97M -12,158 -24%
WA
19
Wealthstream Advisors
New York
$9.02M -$160K -653 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.62M +$4.12M +16,856 +98%
LW
21
Linscomb Wealth
Texas
$7.83M -$247K -1,012 -3%
Mariner
22
Mariner
Kansas
$7.79M -$207K -847 -3%
P
23
Pitcairn
Pennsylvania
$7.7M -$98K -401 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$7.69M +$656K +2,682 +10%
Brown Advisory
25
Brown Advisory
Maryland
$7.09M

VTHR Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q3 2024, worth a combined $814M — up 4.7% from $778M a quarter earlier.

Fund positioning in VTHR was balanced in Q3 2024: 11 funds opened new positions, 11 closed out, 56 added to existing stakes and 40 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $50.3M. The largest seller was SVB Wealth, exiting entirely with an estimated $18.7M sold.

  • 167 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q3 2024, down from 168 in Q2 2024.
  • Funds reported $814M of Vanguard Russell 3000 ETF stock for Q3 2024, up 4.7% quarter-over-quarter.
  • 11 funds opened new Vanguard Russell 3000 ETF positions in Q3 2024 and 11 closed out, a net change of 0 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $50.3M added.
  • The largest Vanguard Russell 3000 ETF seller in Q3 2024 was SVB Wealth, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2024.