Vanguard Russell 3000VTHRETF
13F holders, Q1 2024 (March 31)159holders
1famous investor
$232.87avg. 13F price*
At the end of Q1 2024, 159 institutions reported holding Vanguard Russell 3000 (VTHR) in their 13F filings. The largest holders were Ameriprise Financial Inc. ($137.4M), Gratus Capital, LLC ($44.4M) and SVB Wealth LLC ($36.3M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vanguard Russell 3000
- CUSIP
- 92206C599
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $74.5M |
| Exits | 8 | $2.9M |
Ownership 159 holders
| Ameriprise Financial Inc. | 0.04% | Add +5.8% | 589,035 | $137.4M |
| Gratus Capital, LLC | 2.05% | New | 190,488 | $44.4M |
| SVB Wealth LLC | 0.81% | Add +94.1% | 155,985 | $36.3M |
| Cerity Partners LLC | 0.08% | Add +29.4% | 137,578 | $32.1M |
| Morgan Stanley | 0.00% | Add +8.1% | 127,624 | $29.7M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.6% | 123,067 | $28.7M |
| MML Investors Services, LLC | 0.10% | Add +2.8% | 107,723 | $25.1M |
| Bank of America Corp. | 0.00% | Add +15.5% | 99,861 | $23.3M |
| Diversified Trust Co. | 0.62% | Add +0.9% | 88,289 | $20.6M |
| LPL Financial LLC | 0.01% | Add +15.1% | 81,221 | $18.9M |
| Private Advisor Group, LLC | 0.13% | Add +2.3% | 78,424 | $18.3M |
| Cliffwater LLC | 4.46% | No change | 71,048 | $16.6M |
| Natixis Advisors, LLC | 0.04% | New | 69,250 | $16.1M |
| Raymond James & Associates | 0.01% | Add +9.9% | 58,986 | $13.7M |
| Diversified Portfolios, Inc. | 1.72% | No change | 52,307 | $12.2M |
| Commerce Bank | 0.07% | Reduce -0.3% | 44,497 | $10.4M |
| Brown Advisory Inc. | 0.01% | Add +11.7% | 43,702 | $10.2M |
| UBS Group AG | 0.00% | Reduce -2.6% | 42,718 | $10.0M |
| Family Firm, Inc. | 2.23% | Reduce -2.5% | 39,235 | $9.1M |
| Wealthstream Advisors, Inc. | 3.05% | Add +3.8% | 34,500 | $8.0M |
| Mariner, LLC | 0.02% | Reduce -0.6% | 34,398 | $8.0M |
| Linscomb Wealth, Inc. | 0.41% | Reduce -0.1% | 33,869 | $7.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.7% | 31,439 | $7.3M |
| Pitcairn Co. | 0.46% | Reduce -16.2% | 30,647 | $7.1M |
| Stifel Financial Corp. | 0.01% | Add +3.3% | 24,635 | $5.7M |
| Christopher J. Hasenberg, Inc | 2.71% | Add +2.2% | 23,660 | $5.5M |
| Fifth Third Bancorp | 0.02% | No change | 22,638 | $5.3M |
| Evensky & Katz LLC | 0.37% | Reduce -29.3% | 22,256 | $5.2M |
| Ieq Capital, LLC | 0.07% | No change | 21,249 | $5.0M |
| Glenmede Trust Co. NA | 0.02% | No change | 21,100 | $4.9M |
| Wells Fargo & Company | 0.00% | Add +1.2% | 19,645 | $4.6M |
| Red Cedar Investment Management, LLC | 0.55% | Add +4.6% | 19,071 | $4.4M |
| Focus Partners Wealth | 0.04% | Add +15.4% | 18,612 | $4.3M |
| DB Fitzpatrick & Co, Inc | 3.86% | Reduce -2.5% | 18,040 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.8% | 17,740 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +4.7% | 17,406 | $4.1M |
| Tolleson Wealth Management, Inc. | 0.76% | No change | 16,701 | $3.9M |
| 1900 Wealth Management LLC | 0.34% | No change | 16,182 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.5% | 15,149 | $3.5M |
| Lanark Financial, Inc. | 0.33% | No change | 15,150 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +0.2% | 14,430 | $3.4M |
| Coastline Trust Co | 0.38% | Add +15.4% | 13,594 | $3.2M |
| Royal Bank of Canada | 0.00% | Reduce -70.7% | 13,046 | $3.0M |
| Stratos Wealth Advisors, LLC | 0.18% | Add +5.1% | 12,961 | $3.0M |
| Captrust Financial Advisors | 0.01% | Reduce -4.5% | 12,365 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 11,826 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.5% | 10,501 | $2.4M |
| Adirondack Trust Co. | 1.02% | No change | 10,449 | $2.4M |
| Smithfield Trust Co | 0.13% | Reduce -5.1% | 10,377 | $2.4M |
| Wedbush Securities Inc. | 0.09% | New | 10,170 | $2.4M |
| Embree Financial Group | 0.46% | Add +0.2% | 10,130 | $2.4M |
| HC Advisors, LLC | 1.09% | Add +9.5% | 9,825 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Reduce -1.9% | 9,511 | $2.2M |
| Waverly Advisors, LLC | 0.05% | New | 8,925 | $2.1M |
| Pegasus Partners Ltd. | 0.22% | No change | 8,756 | $2.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.4% | 8,738 | $2.0M |
| Cwm, LLC | 0.01% | No change | 8,683 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.05% | New | 10,170 | $1.9M |
| Hardy Reed LLC | 0.24% | No change | 8,183 | $1.9M |
| Portfolio Strategies, Inc. | 0.13% | New | 8,183 | $1.9M |
| Verus Financial Partners, Inc. | 0.21% | Reduce -3.3% | 7,527 | $1.8M |
| Operose Advisors LLC | 0.49% | Add +0.1% | 6,280 | $1.5M |
| National Philanthropic Trust | 0.03% | No change | 6,154 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.8% | 5,799 | $1.4M |
| Whittier Trust Co. | 0.02% | No change | 5,549 | $1.3M |
| Wedmont Private Capital | 0.09% | No change | 5,567 | $1.3M |
| Gotham Asset Management | 0.02% | New | 5,021 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 4,800 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.5% | 4,716 | $1.1M |
| Compass Financial Group, INC | 0.25% | No change | 4,665 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +29.6% | 4,593 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.4% | 4,510 | $1.1M |
| Baker Avenue Asset Management, LP | 0.04% | Reduce -1.3% | 4,367 | $1.0M |
| First Financial Bank - Trust Division | 0.10% | No change | 4,359 | $1.0M |
| FMR LLC | 0.00% | Add +1.0% | 4,273 | $995K |
| Pathstone Holdings, LLC | 0.00% | No change | 3,995 | $931K |
| World Investment Advisors | 0.13% | Reduce -38.2% | 3,904 | $909K |
| CNB Bank | 0.43% | New | 3,777 | $880K |
| Investment Advisory Group, LLC | 0.36% | New | 3,712 | $865K |
| Creative Planning | 0.00% | Reduce -4.5% | 3,640 | $848K |
| Banque Cantonale Vaudoise | 0.03% | No change | 3,610 | $841K |
| Wealthspire Advisors, LLC | 0.01% | No change | 3,417 | $796K |
| Tennessee Valley Asset Management Partners | 0.19% | Add +0.2% | 3,400 | $792K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +1.9% | 3,308 | $771K |
| Carmichael Hill & Associates, Inc. | 0.30% | Reduce -7.0% | 3,124 | $728K |
| Cresset Asset Management, LLC | 0.00% | New | 3,113 | $725K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.9% | 3,108 | $724K |
| IFP Advisors, Inc | 0.03% | No change | 3,021 | $704K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.3% | 2,991 | $697K |
| Keystone Financial Group | 0.09% | Add +8.3% | 2,615 | $609K |
| Calydon Capital | 0.11% | No change | 2,624 | $607K |
| Cozad Asset Management Inc. | 0.06% | No change | 2,485 | $579K |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 2,478 | $577K |
| Forum Financial Management, LP | 0.01% | Add +0.3% | 2,411 | $562K |
| Arbor Investment Advisors, LLC | 0.08% | Add +0.1% | 2,367 | $551K |
| Corient Private Wealth LP | 0.00% | No change | 2,204 | $513K |
| Paulson Wealth Management Inc. | 0.13% | No change | 1,900 | $443K |
| ARS Wealth Advisors Group, LLC | 0.06% | No change | 1,893 | $441K |
| Capital Planning Advisors, LLC | 0.08% | Add +30.5% | 1,881 | $438K |
| Silvia McColl Wealth Management, LLC | 0.35% | Add +0.3% | 1,771 | $405K |
"% of holder's portfolio" is VTHR's weight in each manager's 13F, not the share of Vanguard Russell 3000 the manager owns.