Vanguard Russell 3000VTHRETF

13F holders, Q2 2024 (June 30)
168holders +9
17new positions
10sold out
3famous investors
$239.64avg. 13F price*

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

050100150200250 Q1 2024: 159Q1 2024Q2 2024: 168Q2 2024Q3 2024: 167Q3 2024Q4 2024: 191Q4 2024Q1 2025: 203Q1 2025Q2 2025: 210Q2 2025Q3 2025: 208Q3 2025Q4 2025: 231Q4 2025Q1 2026: 236Q1 2026Q2 2026: 247Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions17$15.7M
Exits10$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.

Show all 168 holders