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Vanguard Russell 3000 ETF

191 hedge funds and large institutions have $1.05B invested in Vanguard Russell 3000 ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

29% more capital invested

Capital invested by funds: $814M → $1.05B (+$237M)

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

14% more funds holding

Funds holding: 167191 (+24)

0.2% less ownership

Funds ownership: 32.76%32.56% (-0.2%)

Holders
191
Holders Change
+24
Holders Change %
+14.37%
% of All Funds
2.52%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
35
Increased
59
Reduced
50
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$163M +$724K +2,768 +0.4%
LNC
2
Lincoln National Corp
Pennsylvania
$120M +$120M +460,247 New
C
3
Cliffwater
California
$68.1M +$16.1M +61,414 +31%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$59.1M +$3.24M +12,365 +6%
Natixis Advisors
5
Natixis Advisors
Massachusetts
$55.4M +$14.4M +55,137 +35%
Morgan Stanley
6
Morgan Stanley
New York
$46.1M +$7.56M +28,891 +19%
MML Investors Services
7
MML Investors Services
Massachusetts
$37.1M +$1.77M +6,767 +5%
Cerity Partners
8
Cerity Partners
New York
$34.7M -$105K -402 -0.3%
RCS
9
Retirement Capital Strategies
California
$25.3M +$25.5M +97,320 New
HighTower Advisors
10
HighTower Advisors
Illinois
$24.5M -$121K -461 -0.5%
LPL Financial
11
LPL Financial
California
$21.8M -$311K -1,190 -1%
DT
12
Diversified Trust
Tennessee
$21.8M -$1.11M -4,255 -5%
Bank of America
13
Bank of America
North Carolina
$20.8M +$5.17M +19,760 +33%
Raymond James Financial
14
Raymond James Financial
Florida
$19M +$19.1M +73,157 New
DPI
15
Diversified Portfolios Inc
Michigan
$13.5M -$33.8K -129 -0.2%
UBS Group
16
UBS Group
Switzerland
$13M +$3.25M +12,435 +33%
PAG
17
Private Advisor Group
New Jersey
$11.9M -$23K -88 -0.2%
JP Morgan Chase
18
JP Morgan Chase
New York
$11.8M -$277K -1,059 -2%
CB
19
Commerce Bank
Missouri
$10.5M +$413K +1,580 +4%
PPC
20
Pennington Partners & Co
Maryland
$10.5M +$10.6M +40,516 New
TFF
21
The Family Firm
Maryland
$10.4M +$155K +592 +1%
WA
22
Wealthstream Advisors
New York
$8.81M -$428K -1,637 -5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$8.49M +$625K +2,388 +8%
LW
24
Linscomb Wealth
Texas
$7.81M -$216K -826 -3%
CJH
25
Christopher J. Hasenberg
Wisconsin
$7.51M +$265K +1,013 +4%

VTHR Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q4 2024, worth a combined $1.05B — up 29% from $814M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VTHR positions and 5 closed out — a net gain of 30 holders — while 59 added to existing stakes and 50 trimmed.

The largest buyer was Lincoln National Corp, opening a new position worth an estimated $120M. The largest seller was International Assets Investment Management, cutting an estimated $53.9M.

  • 191 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $1.05B of Vanguard Russell 3000 ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 35 funds opened new Vanguard Russell 3000 ETF positions in Q4 2024 and 5 closed out, a net change of +30 holders.
  • The largest Vanguard Russell 3000 ETF buyer in Q4 2024 was Lincoln National Corp, an estimated $120M added.
  • The largest Vanguard Russell 3000 ETF seller in Q4 2024 was International Assets Investment Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q4 2024.