Vanguard Russell 3000VTHRETF
13F holders, Q4 2024 (December 31)191holders +24
22new positions
5sold out
3famous investors
$259.73avg. 13F price*
At the end of Q4 2024, 191 institutions reported holding Vanguard Russell 3000 (VTHR) in their 13F filings, up 24 from Q3 2024. 22 opened new positions and 5 sold out. The largest holders were Ameriprise Financial Inc. ($163.0M), Lincoln National Corp. ($119.5M) and Cliffwater LLC ($68.1M). 3 famous investors held it, including Joel Greenblatt (0.1% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $155.8M |
| Exits | 5 | $4.1M |
All 13F filers, Q3 2024 → Q4 2024: 898,034 shares bought and 94,987 shares sold, net +803,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Ameriprise Financial Inc. | 0.04% | Add +0.4% | 627,146 | $163.0M |
| Lincoln National Corp. | 3.85% | New | 460,247 | $119.5M |
| Cliffwater LLC | 16.66% | Add +30.6% | 262,086 | $68.1M |
| Focus Partners Wealth | 0.15% | Add +5.8% | 227,514 | $59.1M |
| Natixis Advisors, LLC | 0.10% | Add +34.9% | 213,306 | $55.4M |
| Morgan Stanley | 0.00% | Add +19.4% | 177,554 | $46.1M |
| MML Investors Services, LLC | 0.13% | Add +5.0% | 142,746 | $37.1M |
| Cerity Partners LLC | 0.08% | Reduce -0.3% | 133,865 | $34.7M |
| Retirement Capital Strategies | 9.58% | New | 97,320 | $25.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -0.5% | 94,327 | $24.5M |
| LPL Financial LLC | 0.01% | Reduce -1.4% | 84,118 | $21.8M |
| Diversified Trust Co. | 0.53% | Reduce -4.8% | 84,077 | $21.8M |
| Bank of America Corp. | 0.00% | Add +32.7% | 80,239 | $20.8M |
| Raymond James Financial Inc. | 0.01% | — | 73,157 | $19.0M |
| Diversified Portfolios, Inc. | 1.47% | Reduce -0.3% | 52,058 | $13.5M |
| UBS Group AG | 0.00% | Add +33.0% | 50,055 | $13.0M |
| Private Advisor Group, LLC | 0.07% | Reduce -0.2% | 45,986 | $11.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 45,584 | $11.8M |
| Commerce Bank | 0.07% | Add +4.0% | 40,587 | $10.5M |
| Pennington Partners & Co., LLC | 5.22% | — | 40,516 | $10.5M |
| Family Firm, Inc. | 2.32% | Add +1.5% | 40,137 | $10.4M |
| Wealthstream Advisors, Inc. | 1.63% | Reduce -4.6% | 33,905 | $8.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.9% | 32,704 | $8.5M |
| Linscomb Wealth, Inc. | 0.39% | Reduce -2.7% | 30,059 | $7.8M |
| Christopher J. Hasenberg, Inc | 3.03% | Add +3.6% | 28,909 | $7.5M |
| Pitcairn Co. | 0.43% | Reduce -7.1% | 28,185 | $7.3M |
| Brown Advisory Inc. | 0.01% | Reduce -0.1% | 27,912 | $7.2M |
| AQR Capital Management | 0.01% | Add +142.4% | 27,401 | $7.1M |
| Mariner, LLC | 0.01% | Reduce -13.2% | 26,673 | $6.9M |
| Cwm, LLC | 0.03% | Add +205.8% | 26,586 | $6.9M |
| Cetera Investment Advisers | 0.01% | Reduce -3.9% | 24,935 | $6.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +91.8% | 22,306 | $5.8M |
| Gotham Asset Management | 0.05% | Add +23.0% | 21,733 | $5.6M |
| Ieq Capital, LLC | 0.05% | Add +0.0% | 21,177 | $5.5M |
| Glenmede Trust Co. NA | 0.03% | No change | 21,100 | $5.5M |
| Adirondack Trust Co. | 1.81% | Add +27.9% | 18,286 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.8% | 17,721 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +12.6% | 17,321 | $4.5M |
| Red Cedar Investment Management, LLC | 0.56% | Add +3.9% | 17,047 | $4.4M |
| Wells Fargo & Company | 0.00% | Add +3.2% | 16,806 | $4.4M |
| Tolleson Wealth Management, Inc. | 0.89% | No change | 16,701 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +62.2% | 16,268 | $4.2M |
| Stratos Wealth Advisors, LLC | 0.20% | Add +1.5% | 15,777 | $4.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.0% | 15,153 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.2% | 14,175 | $3.7M |
| DB Fitzpatrick & Co, Inc | 3.37% | Reduce -13.8% | 14,132 | $3.7M |
| Clearstead Advisors, LLC | 0.05% | New | 13,034 | $3.4M |
| Tennessee Valley Asset Management Partners | 0.56% | Add +0.1% | 12,811 | $3.3M |
| Coastline Trust Co | 0.39% | Reduce -4.4% | 12,791 | $3.3M |
| Lido Advisors, LLC | 0.02% | Add +772.0% | 12,434 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.4% | 12,240 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 11,826 | $3.1M |
| Nations Financial Group Inc, /Ia/ | 0.22% | Reduce -0.2% | 11,549 | $3.0M |
| Evensky & Katz LLC | 0.19% | Reduce -15.2% | 11,194 | $2.9M |
| Royal Bank of Canada | 0.00% | Reduce -69.3% | 10,450 | $2.7M |
| Captrust Financial Advisors | 0.01% | Add +5.7% | 10,372 | $2.7M |
| Embree Financial Group | 0.44% | Reduce -1.7% | 9,947 | $2.6M |
| Wedbush Securities Inc. | 0.09% | Add +0.5% | 9,896 | $2.6M |
| PBMares Wealth Management LLC | 0.51% | No change | 9,532 | $2.5M |
| 1900 Wealth Management LLC | 0.21% | Reduce -41.9% | 9,409 | $2.4M |
| Waverly Advisors, LLC | 0.04% | No change | 8,925 | $2.3M |
| Jane Street Group, LLC | 0.00% | New | 8,631 | $2.2M |
| Orrstown Financial Services Inc. | 0.59% | Add +233.8% | 8,503 | $2.2M |
| Hardy Reed LLC | 0.18% | Reduce -1.6% | 8,048 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Add +92.6% | 7,695 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.7% | 7,557 | $2.0M |
| Verus Financial Partners, Inc. | 0.19% | Reduce -7.2% | 6,627 | $1.7M |
| FSA Investment Group, LLC | 1.45% | — | 6,429 | $1.7M |
| Investment Advisory Group, LLC | 0.52% | Add +11.6% | 5,966 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +4.4% | 5,823 | $1.5M |
| Bison Wealth, LLC | 0.18% | — | 5,802 | $1.5M |
| Operose Advisors LLC | 0.52% | Add +0.2% | 5,800 | $1.5M |
| Whittier Trust Co. | 0.02% | Add +2.0% | 5,659 | $1.5M |
| Wedmont Private Capital | 0.08% | Add +1.2% | 5,646 | $1.5M |
| Wesbanco Bank Inc. | 0.04% | No change | 5,005 | $1.3M |
| FMR LLC | 0.00% | Reduce -22.1% | 4,811 | $1.2M |
| 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 |
| Silver Coast Investments LLC | 0.45% | Add +174.0% | 4,573 | $1.2M |
| World Investment Advisors | 0.03% | Add +5.1% | 4,524 | $1.2M |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -2.0% | 4,043 | $1.1M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +33.2% | 4,010 | $1.0M |
| First Financial Bank - Trust Division | 0.09% | No change | 3,850 | $1000K |
| Creative Planning | 0.00% | Reduce -1.4% | 3,662 | $951K |
| CNB Bank | 0.44% | No change | 3,605 | $936K |
| MAI Capital Management | 0.01% | New | 3,514 | $913K |
| Prospera Financial Services Inc | 0.02% | Add +133.3% | 3,500 | $909K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.2% | 3,417 | $888K |
| Jacksonville Wealth Management, LLC | 0.75% | — | 3,100 | $805K |
| OneDigital Investment Advisors LLC | 0.01% | New | 3,081 | $800K |
| IFP Advisors, Inc | 0.02% | Reduce -2.7% | 2,905 | $755K |
| Fairscale Capital, LLC | 0.63% | Reduce -3.8% | 2,828 | $735K |
| Osaic Holdings, Inc. | 0.00% | Add +30.1% | 2,677 | $696K |
| Calydon Capital | 0.13% | No change | 2,624 | $682K |
| Keystone Financial Group | 0.07% | No change | 2,615 | $679K |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 2,478 | $644K |
| Silvia McColl Wealth Management, LLC | 0.48% | Add +37.4% | 2,452 | $637K |
| Forum Financial Management, LP | 0.01% | Add +0.3% | 2,434 | $632K |
| Cozad Asset Management Inc. | 0.06% | Reduce -2.3% | 2,429 | $631K |
| Capital Planning Advisors, LLC | 0.09% | No change | 2,311 | $600K |
| Everhart Financial Group, Inc. | 0.12% | New | 2,296 | $596K |
| Arbor Investment Advisors, LLC | 0.08% | Add +0.0% | 2,263 | $588K |
| American Investment Services, Inc. | 0.10% | Add +0.3% | 2,223 | $577K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 2,110 | $548K |
| Comerica Bank | 0.00% | New | 2,067 | $537K |
| Grove Street Fiduciary, LLC | 0.27% | — | 1,992 | $517K |
| Paulson Wealth Management Inc. | 0.13% | No change | 1,900 | $494K |
| Corundum Trust Company, INC | 1.48% | No change | 1,892 | $491K |
| Citadel Advisors | 0.00% | New | 1,876 | $487K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.0% | 1,858 | $483K |
| ARS Wealth Advisors Group, LLC | 0.07% | Reduce -3.1% | 1,823 | $473K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 1,807 | $469K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 1,762 | $458K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +1.7% | 1,705 | $443K |
| Precedent Wealth Partners, LLC | 0.14% | Reduce -6.7% | 1,673 | $435K |
| Moran Wealth Management, LLC | 0.01% | New | 1,632 | $424K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 1,616 | $420K |
| Nilsine Partners, LLC | 0.04% | Add +10.0% | 1,536 | $399K |
| Compound Planning, Inc. | 0.02% | No change | 1,478 | $384K |
| Brookstone Capital Management | 0.01% | Add +0.3% | 1,409 | $366K |
| EP Wealth Advisors, LLC | 0.00% | No change | 1,372 | $356K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.9% | 1,351 | $351K |
| Coldstream Capital Management Inc. | 0.01% | No change | 1,330 | $345K |
| Jacobi Capital Management LLC | 0.03% | Add +0.1% | 1,324 | $344K |
| Farther Finance Advisors, LLC | 0.01% | No change | 1,300 | $338K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 1,282 | $333K |
| First National Bank of Omaha | 0.02% | No change | 1,274 | $331K |
| Momentous Wealth Management, Inc. | 0.27% | — | 1,267 | $329K |
| Janney Montgomery Scott LLC | 0.00% | Add +11.9% | 1,239 | $322K |
| QRG Capital Management, Inc. | 0.00% | New | 1,195 | $310K |
| Brighton Jones LLC | 0.01% | Add +0.3% | 1,183 | $307K |
| Sykon Capital LLC | 0.10% | Add +24.7% | 1,110 | $288K |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.4% | 1,108 | $288K |
| Radnor Capital Management, LLC | 0.05% | Reduce -50.0% | 1,100 | $286K |
| Belpointe Asset Management LLC | 0.02% | No change | 1,132 | $283K |
| Firestone Capital Management | 0.07% | No change | 1,080 | $281K |
| AA Financial Advisors, LLC | 0.07% | Reduce -5.2% | 1,000 | $260K |
| Trek Financial, LLC | 0.02% | No change | 930 | $242K |
| Dakota Wealth Management | 0.01% | No change | 903 | $235K |
| Assetmark, Inc. | 0.00% | New | 868 | $225K |
| NorthCoast Asset Management LLC | 0.00% | New | 866 | $225K |
| Sonata Capital Group Inc. | 0.09% | No change | 850 | $221K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 846 | $220K |
| Strategic Blueprint, LLC | 0.01% | New | 823 | $214K |
| International Assets Investment Management, LLC | 0.02% | No change | 815 | $211K |
| Synovus Financial Corp. | 0.00% | Reduce -50.1% | 805 | $210K |
| BSW Wealth Partners | 0.03% | New | 771 | $200K |
| Tacita Capital Inc | 0.12% | No change | 625 | $162K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -5.4% | 618 | $160K |
| Allworth Financial LP | 0.00% | Add +0.3% | 582 | $157K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.3% | 577 | $150K |
| Sage Mountain Advisors LLC | 0.01% | No change | 420 | $109K |
| Smithfield Trust Co | 0.00% | Reduce -97.5% | 340 | $85K |
| Blair William & Co. | 0.00% | Add +18.2% | 305 | $79K |
| Howe & Rusling Inc. | 0.01% | Reduce -3.3% | 290 | $75K |
| Centricity Wealth Management, LLC | 0.07% | — | 287 | $75K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | Add +0.4% | 277 | $72K |
| Qube Research & Technologies Ltd | 0.00% | Add +195.2% | 245 | $64K |
| Asset Dedication, LLC | 0.00% | No change | 208 | $54K |
| Chilton Capital Management LLC | 0.00% | No change | 203 | $53K |
| SBI Securities Co., Ltd. | 0.00% | — | 176 | $46K |
| Activest Wealth Management | 0.01% | No change | 155 | $40K |
| Graney & King, LLC | 0.03% | — | 152 | $39K |
| Venturi Wealth Management, LLC | 0.00% | No change | 107 | $28K |
| Topsail Wealth Management, LLC | 0.01% | — | 101 | $26K |
| Quadrant Capital Group LLC | 0.00% | No change | 91 | $24K |
| Chesapeake Asset Management LLC | 0.02% | No change | 80 | $21K |
| NCP Inc. | 0.01% | No change | 67 | $17K |
| Global Retirement Partners, LLC | 0.00% | Reduce -45.0% | 66 | $17K |
| NorthRock Partners, LLC | 0.00% | New | 65 | $17K |
| JDM Financial Group LLC | 0.01% | No change | 59 | $15K |
| City State Bank | 0.00% | Reduce -50.0% | 50 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 41 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 36 | $9K |
| Jones Financial Companies LLLP | 0.00% | New | 34 | $9K |
| CENTRAL TRUST Co | 0.00% | New | 32 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | Add +275.0% | 30 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -61.9% | 24 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 24 | $6K |
| AE Wealth Management LLC | 0.00% | Reduce -98.8% | 19 | $5K |
| Bangor Savings Bank | 0.00% | New | 16 | $4K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 16 | $4K |
| Lanark Financial, Inc. | 0.29% | — | 12 | $3K |
| US Bancorp \de | 0.00% | New | 12 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 10 | $3K |
| Evermay Wealth Management LLC | 0.00% | No change | 9 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 5 | $1K |
| Wingate Wealth Advisors, Inc. | 0.00% | — | 2 | $519 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -98.4% | 1 | $260 |
| CoreCap Advisors, LLC | 0.00% | New | 1 | $260 |
"% of holder's portfolio" is VTHR's weight in each manager's 13F, not the share of Vanguard Russell 3000 the manager owns.