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Vanguard Russell 3000 ETF (VTHR) Institutional Ownership

$234.67
+1.62 (+0.70%)
(As of 05/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Russell 3000 ETF (NASDAQ:VTHR)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$356.74M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$66.80M
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VTHR Institutional Buying and Selling by Quarter

Vanguard Russell 3000 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Investment Advisers17,406$4.06M0.0%+4.6%0.174%
5/22/2024 Koesten Hirschmann & Crabtree INC.460$107K0.1%+127.7%0.005%
5/16/2024 B. Riley Wealth Advisors Inc.10,170$2.37M0.1%N/A0.102%
5/16/2024 Waverly Advisors LLC8,925$2.08M0.0%N/A0.089%
5/15/2024 SVB Wealth LLC155,985$36.34M0.8%+94.1%1.563%
5/14/2024 Pitcairn Co.30,647$7.14M0.5%-16.2%0.307%
5/8/2024 Avantax Advisory Services Inc.4,593$1.07M0.0%+29.6%0.046%
5/8/2024 Verus Financial Partners Inc.7,527$1.75M0.2%-3.3%0.075%
5/7/2024 Smithfield Trust Co10,377$2.42M0.1%-5.1%0.104%
5/3/2024 Rehmann Capital Advisory Group872$203K0.0%N/A0.009%
5/3/2024 Commerce Bank44,497$10.37M0.1%-0.3%0.446%
5/3/2024 AA Financial Advisors LLC1,052$245K0.1%-10.5%0.011%
5/2/2024 CNB Bank3,777$880K0.4%N/A0.038%
5/2/2024 Family Firm Inc.39,235$9.14M2.2%-2.5%0.393%
5/1/2024 BOK Financial Private Wealth Inc.1,668$389K0.0%-14.0%0.017%
4/30/2024 Private Advisor Group LLC78,424$18.27M0.1%+2.3%0.786%
4/30/2024 Investment Advisory Group LLC3,712$865K0.4%N/A0.037%
4/29/2024Commonwealth Equity Services LLC10,501$2.45M0.0%+21.5%0.105%
4/25/2024 Cambridge Investment Research Advisors Inc.17,740$4.13M0.0%-0.8%0.178%
4/25/2024 Christopher J. Hasenberg Inc23,660$5.51M2.7%+2.2%0.237%
4/23/2024 Nations Financial Group Inc. IA ADV9,511$2.22M0.2%-1.9%0.095%
4/23/2024 Raymond James Financial Services Advisors Inc.8,738$2.04M0.0%-2.3%0.088%
4/22/2024 Nilsine Partners LLC1,378$321K0.0%N/A0.014%
4/22/2024 Raymond James & Associates58,986$13.74M0.0%+9.9%0.591%
4/19/2024 DB Fitzpatrick & Co Inc18,040$4.20M3.9%-2.5%0.181%
4/18/2024 Diversified Trust Co88,289$20.57M0.6%+0.9%0.885%
4/15/2024 Brookstone Capital Management1,480$345K0.0%+6.1%0.015%
4/8/2024 Evensky & Katz LLC22,256$5.19M0.4%-29.3%0.223%
3/29/2024 Adirondack Trust Co.10,449$2.37M1.0%+14.6%0.114%
3/22/2024 PNC Financial Services Group Inc.11,826$2.52M0.0%-18.0%0.129%
2/29/2024 Tortoise Investment Management LLC379$84K0.0%N/A0.004%
2/28/2024 EP Wealth Advisors LLC1,251$266K0.0%N/A0.014%
2/14/2024 Pitcairn Co.36,587$7.79M0.6%-0.5%0.400%
2/13/2024 Christopher J. Hasenberg Inc23,147$4.93M2.7%N/A0.253%
2/12/2024 Stifel Financial Corp23,838$5.07M0.0%+66.8%0.261%
2/12/2024 Steward Partners Investment Advisory LLC14,406$3.07M0.0%-0.5%0.157%
2/10/2024 Linscomb & Williams Inc.33,902$7.22M0.4%-2.9%0.371%
2/9/2024 Commerce Bank44,617$9.50M0.1%-0.4%0.488%
2/9/2024 Cambridge Investment Research Advisors Inc.17,876$3.80M0.0%-0.7%0.195%
2/9/2024 EverSource Wealth Advisors LLC120$26K0.0%N/A0.001%
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2/9/2024 Keystone Financial Group2,415$514K0.1%+2.1%0.026%
2/9/2024 Assetmark Inc.134$29K0.0%-91.0%0.001%
2/9/2024 UBS Group AG43,866$9.34M0.0%+36.9%0.479%
2/9/2024 PNC Financial Services Group Inc.11,826$2.52M0.0%-18.0%0.129%
2/8/2024 Brown Advisory Inc.39,137$8.33M0.0%+0.2%0.428%
2/8/2024 Tortoise Investment Management LLC379$84K0.0%N/A0.004%
2/7/2024 Avantax Advisory Services Inc.3,543$754K0.0%+86.6%0.039%
2/7/2024 Principal Street Partners LLC2,624$558K0.1%-50.0%0.029%
2/7/2024 Smithfield Trust Co10,936$2.33M0.1%+7.8%0.120%
2/7/2024 Verus Financial Partners Inc.7,787$1.69M0.2%-44.1%0.085%
2/6/2024 Private Advisor Group LLC76,660$16.32M0.1%+1,291.5%0.838%
2/6/2024 Red Cedar Investment Management LLC18,240$3.89M0.6%-2.0%0.199%
2/6/2024 ARS Wealth Advisors Group LLC1,893$403K0.1%-5.4%0.021%
2/1/2024 Capital Investment Advisory Services LLC853$182K0.0%-19.0%0.009%
2/1/2024 CWM LLC8,683$1.85M0.0%+8.9%0.095%
1/30/2024 Diversified Portfolios Inc.52,307$11.13M1.8%-0.2%0.572%
1/30/2024 SVB Wealth LLC80,362$17.10M0.4%N/A0.878%
1/30/2024 BOK Financial Private Wealth Inc.1,940$413K0.0%-56.9%0.021%
1/26/2024 Cerity Partners LLC106,293$22.62M0.0%+442.8%1.162%
1/26/2024 Sequoia Financial Advisors LLC2,478$527K0.0%N/A0.027%
1/25/2024 International Assets Investment Management LLC173,456$36.92M0.1%+21,182.9%1.896%
1/24/2024 Stratos Wealth Advisors LLC12,332$2.63M0.2%+9.9%0.135%
1/24/2024 International Assets Investment Management LLC173,456$36.92M0.0%+21,182.9%1.896%
1/24/2024 DB Fitzpatrick & Co Inc18,503$3.94M3.8%+3.4%0.202%
1/23/2024 Coastline Trust Co11,779$2.51M0.3%N/A0.129%
1/19/2024 Fifth Third Bancorp22,638$4.82M0.0%-3.1%0.247%
1/18/2024 Global Retirement Partners LLC1,463$309K0.0%-96.7%0.016%
1/16/2024 Raymond James Financial Services Advisors Inc.8,948$1.90M0.0%-1.0%0.098%
1/16/2024 Raymond James & Associates53,650$11.42M0.0%-5.0%0.586%
1/11/2024 Brookstone Capital Management1,395$297K0.0%+3.7%0.015%
1/10/2024 Silvia Mccoll Wealth Management LLC1,765$376K0.3%+2.9%0.019%
1/8/2024 Diversified Trust Co87,465$18.62M0.6%-0.6%0.956%
12/1/2023 B. Riley Wealth Advisors Inc.10,170$1.94M0.1%-3.3%0.115%
11/15/2023 Baker Avenue Asset Management LP4,249$810K0.0%+18.7%0.048%
11/15/2023 Ameriprise Financial Inc.578,358$110.32M0.0%-14.7%6.513%
11/14/2023 Operose Advisors LLC6,255$1.19M0.5%-4.8%0.070%
11/13/2023 Stifel Financial Corp14,289$2.73M0.0%+371.4%0.161%
11/13/2023 Mariner LLC28,926$5.52M0.0%+6.2%0.326%
11/13/2023 LPL Financial LLC69,221$13.20M0.0%+7.1%0.780%
11/13/2023 Kestra Advisory Services LLC2,207$421K0.0%+7.8%0.025%
11/9/2023 UBS Group AG32,048$6.11M0.0%+4.9%0.361%
11/8/2023 HighTower Advisors LLC115,189$21.96M0.0%+7.2%1.297%
11/8/2023Pathstone Family Office LLC3,995$762K0.0%N/A0.045%
11/8/2023J.P. Morgan Private Wealth Advisors LLC1,626$310K0.0%-11.2%0.018%
11/8/2023 Avantax Advisory Services Inc.1,899$362K0.0%+12.0%0.021%
11/6/2023 HBK Sorce Advisory LLC3,094$590K0.0%-27.9%0.035%
11/6/2023 Lincoln National Corp5,452$1.04M0.0%+5.3%0.061%
11/6/2023 Ieq Capital LLC21,249$4.05M0.1%-0.8%0.239%
11/4/2023 NBC Securities Inc.15,150$2.89M0.3%N/A0.171%
11/3/2023 Private Advisor Group LLC5,509$1.05M0.0%N/A0.062%
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11/2/2023 Capital Investment Advisory Services LLC1,053$201K0.0%N/A0.012%
11/1/2023 DB Fitzpatrick & Co Inc17,892$3.41M3.6%-20.0%0.201%
10/31/2023 Adirondack Trust Co.9,116$1.74M0.9%+17.1%0.103%
10/31/2023 Fifth Third Bancorp23,370$4.46M0.0%-23.9%0.263%
10/30/2023 Carmichael Hill & Associates Inc.3,361$641K0.3%-5.6%0.038%
10/30/2023 Red Cedar Investment Management LLC18,612$3.55M0.5%-0.7%0.210%
10/27/2023 Assetmark Inc.1,497$286K0.0%+386.0%0.017%
10/26/2023 ARS Wealth Advisors Group LLC2,001$382K0.1%-6.9%0.023%
10/25/2023 WealthShield Partners LLC131$25K0.0%-71.1%0.001%
10/24/2023 Stratos Wealth Advisors LLC11,217$2.14M0.1%+13.9%0.126%
(Data available from 1/1/2016 forward)

VTHR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTHR shares?

During the previous two years, 134 institutional investors and hedge funds held shares of Vanguard Russell 3000 ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($110.32M), International Assets Investment Management LLC ($36.92M), SVB Wealth LLC ($36.34M), Cerity Partners LLC ($22.62M), HighTower Advisors LLC ($21.96M), Diversified Trust Co ($20.57M), and Cliffwater LLC ($19.32M).Learn more on VTHR's institutional investors.

Which institutional investors have been buying Vanguard Russell 3000 ETF stock?

Of the 114 institutional investors that purchased Vanguard Russell 3000 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: EP Wealth Advisors LLC ($439.99K), International Assets Investment Management LLC ($346.91K), Moran Wealth Management LLC ($321.69K), Evensky & Katz LLC ($192.05K), Cerity Partners LLC ($175.73K), SVB Wealth LLC ($155.99K), and Commerce Bank ($110.08K).

How much institutional buying is happening at Vanguard Russell 3000 ETF?

Institutional investors have bought a total of 2,603,226 shares in the last 24 months. This purchase volume represents approximately $780.96M in transactions.

Which Vanguard Russell 3000 ETF major shareholders have been selling company stock?

Of the 69 institutional investors that sold Vanguard Russell 3000 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Moran Wealth Management LLC ($315.55K), Evensky & Katz LLC ($166.89K), Ameriprise Financial Inc. ($99.65K), HighTower Advisors LLC ($65.64K), Commerce Bank ($49.29K), Rockefeller Capital Management L.P. ($46.96K), and Global Retirement Partners LLC ($44.61K).

How much institutional selling is happening at Vanguard Russell 3000 ETF?

Institutional investors have sold a total of 1,063,116 shares in the last 24 months. This volume of shares sold represents approximately $323.45M in transactions.


This page (NASDAQ:VTHR) was last updated on 5/26/2024 by MarketBeat.com Staff

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