Vanguard Russell 3000VTHRETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 168 institutions reported holding Vanguard Russell 3000 (VTHR) in their 13F filings, up 9 from Q1 2024. 17 opened new positions and 10 sold out. The largest holders were Ameriprise Financial Inc. ($138.3M), Cliffwater LLC ($48.2M) and Gratus Capital, LLC ($46.6M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Russell 3000
- CUSIP
- 92206C599
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $15.7M |
| Exits | 10 | $9.2M |
All 13F filers, Q1 2024 → Q2 2024: 413,995 shares bought and 251,368 shares sold, net +162,627 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 168 holders
| Ameriprise Financial Inc. | 0.04% | Reduce -2.0% | 577,149 | $138.3M |
| Cliffwater LLC | 10.32% | Add +183.4% | 201,322 | $48.2M |
| Gratus Capital, LLC | 1.88% | Add +2.1% | 194,586 | $46.6M |
| Natixis Advisors, LLC | 0.08% | Add +119.8% | 152,238 | $36.5M |
| Morgan Stanley | 0.00% | Add +14.6% | 146,236 | $35.0M |
| Cerity Partners LLC | 0.09% | Reduce -0.4% | 137,033 | $32.8M |
| MML Investors Services, LLC | 0.12% | Add +17.3% | 126,353 | $30.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -18.7% | 100,054 | $24.0M |
| Diversified Trust Co. | 0.60% | No change | 88,289 | $21.2M |
| LPL Financial LLC | 0.01% | Add +2.5% | 83,275 | $20.0M |
| SVB Wealth LLC | 0.46% | Reduce -50.0% | 77,992 | $18.7M |
| Bank of America Corp. | 0.00% | Reduce -23.7% | 76,206 | $18.3M |
| Private Advisor Group, LLC | 0.10% | Reduce -19.9% | 62,857 | $15.1M |
| Raymond James & Associates | 0.01% | Add +0.4% | 59,235 | $14.2M |
| Diversified Portfolios, Inc. | 1.65% | No change | 52,307 | $12.5M |
| UBS Group AG | 0.00% | Add +16.5% | 49,778 | $11.9M |
| Commerce Bank | 0.07% | Add +0.1% | 44,542 | $10.7M |
| Family Firm, Inc. | 2.10% | Add +0.4% | 39,402 | $9.4M |
| Wealthstream Advisors, Inc. | 3.17% | Add +4.9% | 36,195 | $8.7M |
| Linscomb Wealth, Inc. | 0.40% | Reduce -5.8% | 31,897 | $7.6M |
| Mariner, LLC | 0.01% | Reduce -8.2% | 31,570 | $7.6M |
| Pitcairn Co. | 0.45% | Add +0.3% | 30,752 | $7.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.6% | 30,618 | $7.3M |
| Brown Advisory Inc. | 0.01% | Reduce -36.0% | 27,953 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +486.0% | 27,634 | $6.6M |
| Christopher J. Hasenberg, Inc | 2.70% | Add +5.1% | 24,860 | $6.0M |
| Fifth Third Bancorp | 0.02% | Reduce -5.6% | 21,370 | $5.1M |
| Ieq Capital, LLC | 0.07% | Reduce -0.4% | 21,173 | $5.1M |
| Glenmede Trust Co. NA | 0.03% | No change | 21,100 | $5.1M |
| Focus Partners Wealth | 0.01% | Reduce -0.5% | 18,512 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.3% | 18,331 | $4.4M |
| DB Fitzpatrick & Co, Inc | 3.97% | Reduce -0.8% | 17,886 | $4.3M |
| Evensky & Katz LLC | 0.29% | Reduce -22.6% | 17,216 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +31.3% | 17,135 | $4.1M |
| Tolleson Wealth Management, Inc. | 0.79% | No change | 16,701 | $4.0M |
| Red Cedar Investment Management, LLC | 0.54% | Reduce -14.0% | 16,404 | $3.9M |
| Wells Fargo & Company | 0.00% | Reduce -17.3% | 16,257 | $3.9M |
| 1900 Wealth Management LLC | 0.36% | No change | 16,182 | $3.9M |
| Cetera Investment Advisers | 0.01% | Reduce -7.5% | 16,110 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +47.1% | 15,449 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | No change | 15,149 | $3.6M |
| Lanark Financial, Inc. | 0.31% | Reduce -5.9% | 14,250 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -1.3% | 14,239 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +5.3% | 13,650 | $3.3M |
| Coastline Trust Co | 0.38% | Reduce -1.5% | 13,386 | $3.2M |
| Gotham Asset Management | 0.04% | Add +165.4% | 13,327 | $3.2M |
| Tennessee Valley Asset Management Partners | 0.59% | Add +289.0% | 13,226 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 12,287 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -50.8% | 12,123 | $2.9M |
| AQR Capital Management | 0.00% | New | 12,066 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 11,826 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +34.4% | 11,743 | $2.8M |
| Smithfield Trust Co | 0.15% | Add +12.5% | 11,674 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +157.8% | 11,628 | $2.8M |
| Adirondack Trust Co. | 1.11% | Add +8.2% | 11,304 | $2.7M |
| Citadel Advisors | 0.00% | New | 10,515 | $2.5M |
| Wedbush Securities Inc. | 0.09% | Reduce -0.2% | 10,146 | $2.4M |
| Embree Financial Group | 0.46% | Reduce -0.6% | 10,065 | $2.4M |
| Captrust Financial Advisors | 0.01% | Reduce -20.6% | 9,819 | $2.4M |
| Jane Street Group, LLC | 0.00% | New | 9,811 | $2.4M |
| PBMares Wealth Management LLC | 0.56% | New | 9,532 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Reduce -0.1% | 9,502 | $2.3M |
| Waverly Advisors, LLC | 0.04% | No change | 8,925 | $2.1M |
| Pegasus Partners Ltd. | 0.21% | No change | 8,756 | $2.1M |
| Cwm, LLC | 0.01% | Add +0.1% | 8,693 | $2.1M |
| Hardy Reed LLC | 0.20% | No change | 8,183 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +40.2% | 8,128 | $1.9M |
| Verus Financial Partners, Inc. | 0.21% | Reduce -1.4% | 7,418 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +5212.8% | 7,066 | $1.7M |
| Operose Advisors LLC | 0.49% | Reduce -8.3% | 5,762 | $1.4M |
| Wedmont Private Capital | 0.09% | Add +0.1% | 5,573 | $1.4M |
| Whittier Trust Co. | 0.02% | No change | 5,549 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +15.7% | 5,315 | $1.3M |
| World Investment Advisors | 0.08% | Add +30.9% | 5,109 | $1.2M |
| Investment Advisory Group, LLC | 0.47% | Add +37.3% | 5,097 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 4,800 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +42.6% | 4,716 | $1.1M |
| FMR LLC | 0.00% | Add +9.9% | 4,696 | $1.1M |
| Compass Financial Group, INC | 0.24% | No change | 4,665 | $1.1M |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -3.4% | 4,217 | $1.0M |
| First Financial Bank - Trust Division | 0.10% | Reduce -7.7% | 4,024 | $964K |
| Pathstone Holdings, LLC | 0.00% | No change | 3,995 | $957K |
| CNB Bank | 0.44% | No change | 3,777 | $905K |
| Cresset Asset Management, LLC | 0.00% | Add +19.3% | 3,713 | $891K |
| Creative Planning | 0.00% | Add +0.6% | 3,662 | $877K |
| Wealthspire Advisors, LLC | 0.01% | No change | 3,417 | $819K |
| Fairscale Capital, LLC | 0.65% | — | 2,939 | $735K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,991 | $717K |
| IFP Advisors, Inc | 0.03% | Reduce -1.5% | 2,975 | $713K |
| Carmichael Hill & Associates, Inc. | 0.26% | Reduce -15.2% | 2,649 | $635K |
| Calydon Capital | 0.11% | No change | 2,624 | $629K |
| Cozad Asset Management Inc. | 0.06% | No change | 2,485 | $595K |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 2,478 | $594K |
| Forum Financial Management, LP | 0.01% | No change | 2,411 | $578K |
| Arbor Investment Advisors, LLC | 0.08% | No change | 2,367 | $567K |
| Capital Planning Advisors, LLC | 0.09% | Add +22.9% | 2,311 | $554K |
| Paulson Wealth Management Inc. | 0.13% | No change | 1,900 | $455K |
| Corundum Trust Company, INC | 1.32% | — | 1,892 | $453K |
| ARS Wealth Advisors Group, LLC | 0.06% | Reduce -0.6% | 1,882 | $451K |
| BOK Financial Private Wealth, Inc. | 0.03% | Add +8.3% | 1,807 | $434K |
"% of holder's portfolio" is VTHR's weight in each manager's 13F, not the share of Vanguard Russell 3000 the manager owns.