Vanguard Russell 3000VTHRETF

13F holders, Q3 2024 (September 30)
167holders −1
11new positions
11sold out
2famous investors
$253.67avg. 13F price*

At the end of Q3 2024, 167 institutions reported holding Vanguard Russell 3000 (VTHR) in their 13F filings, down 1 from Q2 2024. 11 opened new positions and 11 sold out. The largest holders were Ameriprise Financial Inc. ($158.4M), Focus Partners Wealth ($54.6M) and Cliffwater LLC ($50.9M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions11$5.5M
Exits11$29.6M

All 13F filers, Q2 2024 → Q3 2024: 369,696 shares bought and 209,962 shares sold, net +159,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 167 holders

Ameriprise Financial Inc. 0.04% Add +8.2% 624,378 $158.4M
Focus Partners Wealth 0.17% Add +1062.2% 215,149 $54.6M
Cliffwater LLC 11.77% Reduce -0.3% 200,672 $50.9M
Natixis Advisors, LLC 0.08% Add +3.9% 158,169 $40.1M
Morgan Stanley 0.00% Add +1.7% 148,663 $37.7M
MML Investors Services, LLC 0.13% Add +7.6% 135,979 $34.5M
Cerity Partners LLC 0.08% Reduce -2.0% 134,267 $34.1M
HighTower Advisors, LLC 0.04% Reduce -5.3% 94,788 $24.1M
Diversified Trust Co. 0.56% Add +0.1% 88,332 $22.4M
LPL Financial LLC 0.01% Add +2.4% 85,308 $21.6M
Bank of America Corp. 0.00% Reduce -20.6% 60,479 $15.3M
Raymond James & Associates 0.01% Add +1.2% 59,959 $15.2M
Diversified Portfolios, Inc. 1.38% Reduce -0.2% 52,187 $13.2M
JPMorgan Chase & Co. 0.00% Add +52.3% 46,643 $11.8M
Private Advisor Group, LLC 0.07% Reduce -26.7% 46,074 $11.7M
Family Firm, Inc. 2.20% Add +0.4% 39,545 $10.0M
Commerce Bank 0.06% Reduce -12.4% 39,007 $9.9M
UBS Group AG 0.00% Reduce -24.4% 37,620 $9.5M
Wealthstream Advisors, Inc. 1.64% Reduce -1.8% 35,542 $9.0M
Royal Bank of Canada 0.00% Add +98.4% 33,991 $8.6M
Linscomb Wealth, Inc. 0.39% Reduce -3.2% 30,885 $7.8M
Mariner, LLC 0.01% Reduce -2.7% 30,723 $7.8M
Pitcairn Co. 0.46% Reduce -1.3% 30,351 $7.7M
Envestnet Asset Management Inc. 0.00% Add +9.7% 30,316 $7.7M
Brown Advisory Inc. 0.01% No change 27,953 $7.1M
Christopher J. Hasenberg, Inc 2.92% Add +12.2% 27,896 $7.1M
Cetera Investment Advisers 0.01% Add +61.0% 25,938 $6.6M
Ieq Capital, LLC 0.07% No change 21,173 $5.4M
Glenmede Trust Co. NA 0.03% No change 21,100 $5.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.6% 18,230 $4.6M
Gotham Asset Management 0.05% Add +32.6% 17,667 $4.5M
Tolleson Wealth Management, Inc. 0.81% No change 16,701 $4.2M
Red Cedar Investment Management, LLC 0.53% No change 16,404 $4.2M
DB Fitzpatrick & Co, Inc 3.65% Reduce -8.3% 16,397 $4.2M
Wells Fargo & Company 0.00% Add +0.1% 16,278 $4.1M
1900 Wealth Management LLC 0.35% No change 16,182 $4.1M
Stratos Wealth Advisors, LLC 0.18% Add +13.8% 15,541 $3.9M
Commonwealth Equity Services, LLC 0.01% Reduce -0.5% 15,380 $3.9M
Rockefeller Capital Management L.P. 0.01% No change 15,149 $3.8M
Adirondack Trust Co. 1.40% Add +26.5% 14,302 $3.6M
Steward Partners Investment Advisory, LLC 0.03% Reduce -0.3% 14,198 $3.6M
Lanark Financial, Inc. 0.29% Reduce -3.4% 13,766 $3.5M
Coastline Trust Co 0.40% No change 13,386 $3.4M
Smithfield Trust Co 0.17% Add +14.7% 13,391 $3.4M
Evensky & Katz LLC 0.22% Reduce -23.3% 13,206 $3.4M
Tennessee Valley Asset Management Partners 0.54% Reduce -3.2% 12,804 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% No change 12,287 $3.1M
PNC Financial Services Group, Inc. 0.00% No change 11,826 $3.0M
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.3% 11,776 $3.0M
Goldman Sachs Group Inc. 0.00% Add +567.9% 11,628 $2.9M
Nations Financial Group Inc, /Ia/ 0.21% Add +21.7% 11,567 $2.9M
AQR Capital Management 0.00% Reduce -6.3% 11,303 $2.9M
Embree Financial Group 0.46% Add +0.5% 10,118 $2.6M
Stifel Financial Corp. 0.00% Reduce -17.3% 10,028 $2.5M
Wedbush Securities Inc. 0.09% Reduce -3.0% 9,846 $2.5M
Captrust Financial Advisors 0.01% Reduce -0.1% 9,813 $2.5M
PBMares Wealth Management LLC 0.51% No change 9,532 $2.4M
Cresset Asset Management, LLC 0.01% Add +145.3% 9,107 $2.3M
Waverly Advisors, LLC 0.04% No change 8,925 $2.3M
Pegasus Partners Ltd. 0.21% No change 8,756 $2.2M
Cwm, LLC 0.01% No change 8,693 $2.2M
Hardy Reed LLC 0.19% No change 8,183 $2.1M
Kestra Advisory Services, LLC 0.01% Reduce -0.3% 8,100 $2.1M
Verus Financial Partners, Inc. 0.20% Reduce -3.8% 7,140 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -42.7% 6,664 $1.7M
FMR LLC 0.00% Add +31.5% 6,177 $1.6M
Sensible Financial Planning & Management, LLC. 0.30% New 6,038 $1.5M
Operose Advisors LLC 0.47% Add +0.4% 5,787 $1.5M
Avantax Advisory Services, Inc. 0.01% Add +5.0% 5,579 $1.4M
Whittier Trust Co. 0.02% No change 5,549 $1.4M
Wedmont Private Capital 0.08% Add +0.1% 5,579 $1.4M
Investment Advisory Group, LLC 0.47% Add +4.9% 5,348 $1.4M
Wesbanco Bank Inc. 0.04% New 5,005 $1.3M
Johnson Investment Counsel Inc. 0.01% No change 4,800 $1.2M
Great Valley Advisor Group, Inc. 0.03% No change 4,716 $1.2M
Compass Financial Group, INC 0.23% No change 4,665 $1.2M
World Investment Advisors 0.03% Reduce -15.7% 4,305 $1.1M
Baker Avenue Asset Management, LP 0.03% Reduce -2.1% 4,127 $1.0M
Pathstone Holdings, LLC 0.00% No change 3,995 $1.0M
First Financial Bank - Trust Division 0.09% Reduce -4.3% 3,850 $977K
Creative Planning 0.00% Add +1.4% 3,714 $942K
CNB Bank 0.42% Reduce -4.5% 3,605 $914K
Wealthspire Advisors, LLC 0.01% Add +0.2% 3,424 $869K
Silvercrest Asset Management Group LLC 0.01% Add +0.6% 3,010 $764K
IFP Advisors, Inc 0.03% Add +0.3% 2,985 $757K
Fairscale Capital, LLC 0.65% No change 2,939 $746K
Carmichael Hill & Associates, Inc. 0.25% No change 2,649 $672K
Keystone Financial Group 0.09% New 2,615 $663K
Orrstown Financial Services Inc. 0.19% New 2,547 $646K
Cozad Asset Management Inc. 0.06% No change 2,485 $630K
Calydon Capital 0.10% No change 2,624 $629K
Sequoia Financial Advisors, LLC 0.01% No change 2,478 $629K
Forum Financial Management, LP 0.01% Add +0.6% 2,426 $615K
Capital Planning Advisors, LLC 0.09% No change 2,311 $586K
Arbor Investment Advisors, LLC 0.08% Reduce -4.4% 2,262 $574K
American Investment Services, Inc. 0.09% Add +97.4% 2,217 $562K
Radnor Capital Management, LLC 0.08% Add +100.0% 2,200 $558K
Wilmington Savings Fund Society, FSB 0.01% Add +101.0% 2,110 $535K
Osaic Holdings, Inc. 0.00% Add +26.4% 2,058 $522K
Paulson Wealth Management Inc. 0.13% No change 1,900 $482K
Corundum Trust Company, INC 1.32% No change 1,892 $480K
ARS Wealth Advisors Group, LLC 0.06% No change 1,882 $478K
BOK Financial Private Wealth, Inc. 0.03% No change 1,807 $458K
Precedent Wealth Partners, LLC 0.15% Add +5.7% 1,794 $455K
Banque Cantonale Vaudoise 0.02% No change 1,794 $455K
Silvia McColl Wealth Management, LLC 0.34% Add +0.7% 1,784 $453K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.8% 1,770 $449K
Wealthcare Advisory Partners LLC 0.01% Add +0.1% 1,762 $447K
Atria Wealth Solutions, Inc. 0.00% Add +4.9% 1,677 $425K
Silver Coast Investments LLC 0.16% Add +5.2% 1,669 $423K
Synovus Financial Corp. 0.00% New 1,612 $408K
AE Wealth Management LLC 0.00% No change 1,534 $389K
Prospera Financial Services Inc 0.01% No change 1,500 $381K
Compound Planning, Inc. 0.02% No change 1,478 $375K
Lido Advisors, LLC 0.00% New 1,426 $362K
Brookstone Capital Management 0.01% Add +0.7% 1,405 $356K
Nilsine Partners, LLC 0.05% Add +1.2% 1,396 $354K
EP Wealth Advisors, LLC 0.00% Add +9.7% 1,372 $348K
Mercer Global Advisors Inc. 0.00% Reduce -11.6% 1,363 $343K
Coldstream Capital Management Inc. 0.01% No change 1,330 $337K
Jacobi Capital Management LLC 0.03% Add +0.1% 1,323 $336K
Farther Finance Advisors, LLC 0.01% New 1,300 $330K
Thoroughbred Financial Services, LLC 0.02% Add +0.1% 1,282 $325K
First National Bank of Omaha 0.02% No change 1,274 $323K
Brighton Jones LLC 0.01% Add +0.6% 1,179 $299K
Belpointe Asset Management LLC 0.02% No change 1,132 $287K
Janney Montgomery Scott LLC 0.00% Add +12.0% 1,107 $281K
Firestone Capital Management 0.07% No change 1,080 $274K
Raymond James Trust N.A. 0.01% No change 1,060 $269K
AA Financial Advisors, LLC 0.08% Reduce -0.5% 1,055 $268K
Trek Financial, LLC 0.02% No change 930 $236K
Dakota Wealth Management 0.01% No change 903 $229K
Sykon Capital LLC 0.08% New 890 $226K
Sonata Capital Group Inc. 0.09% No change 850 $216K
NewEdge Advisors, LLC 0.00% Add +0.5% 844 $214K
Tower Research Capital LLC (TRC) 0.01% Reduce -88.4% 821 $208K
International Assets Investment Management, LLC 0.02% No change 815 $207K
Capital Investment Advisory Services, LLC 0.02% Reduce -23.4% 653 $166K
Tacita Capital Inc 0.10% No change 625 $159K
Allworth Financial LP 0.00% Reduce -8.1% 580 $147K
JFS Wealth Advisors, LLC 0.01% Add +0.5% 575 $146K
Sage Mountain Advisors LLC 0.01% No change 420 $107K
Howe & Rusling Inc. 0.01% Reduce -6.8% 300 $76K
Koesten, Hirschmann & Crabtree, INC. 0.04% Reduce -40.0% 276 $70K
Private Capital Management LLC 0.01% No change 272 $69K
Blair William & Co. 0.00% Add +2.4% 258 $65K
Asset Dedication, LLC 0.00% No change 208 $53K
Chilton Capital Management LLC 0.00% No change 203 $51K
Activest Wealth Management 0.01% No change 155 $39K
Global Retirement Partners, LLC 0.00% Reduce -90.8% 120 $30K
Venturi Wealth Management, LLC 0.00% New 107 $27K
City State Bank 0.01% No change 100 $25K
Quadrant Capital Group LLC 0.00% Add +13.8% 91 $23K
Qube Research & Technologies Ltd 0.00% Reduce -22.4% 83 $21K
Chesapeake Asset Management LLC 0.02% No change 80 $20K
NCP Inc. 0.01% No change 67 $17K
EverSource Wealth Advisors, LLC 0.00% No change 64 $16K
GPS Wealth Strategies Group, LLC 0.00% New 63 $16K
JDM Financial Group LLC 0.01% No change 59 $15K
Harbor Investment Advisory, LLC 0.00% No change 41 $10K
Harbour Investments, Inc. 0.00% No change 36 $9K
Central Pacific Bank - Trust Division 0.00% No change 24 $6K
Bay Harbor Wealth Management, LLC 0.00% No change 16 $4K
Plante Moran Financial Advisors, LLC 0.00% No change 14 $4K
WealthShield Partners, LLC 0.00% No change 10 $3K
Evermay Wealth Management LLC 0.00% No change 9 $2K
Aptus Capital Advisors, LLC 0.00% New 8 $2K

"% of holder's portfolio" is VTHR's weight in each manager's 13F, not the share of Vanguard Russell 3000 the manager owns.