Vanguard Russell 3000VTHRETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 203 institutions reported holding Vanguard Russell 3000 (VTHR) in their 13F filings, up 12 from Q4 2024. 21 opened new positions and 10 sold out. The largest holders were Ameriprise Financial Inc. ($127.7M), Lincoln National Corp. ($113.5M) and Cliffwater LLC ($64.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $58.9M |
| Exits | 10 | $35.2M |
All 13F filers, Q4 2024 → Q1 2025: 486,464 shares bought and 304,848 shares sold, net +181,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| Ameriprise Financial Inc. | 0.03% | Reduce -17.4% | 517,841 | $127.7M |
| Lincoln National Corp. | 3.66% | Reduce -0.1% | 459,798 | $113.5M |
| Cliffwater LLC | 16.91% | No change | 262,086 | $64.7M |
| Focus Partners Wealth | 0.14% | Reduce -2.2% | 222,587 | $54.9M |
| Natixis Advisors, LLC | 0.10% | Add +3.8% | 221,490 | $54.7M |
| Morgan Stanley | 0.00% | Add +23.3% | 218,932 | $54.0M |
| Tompkins Financial Corp. | 4.24% | New | 179,533 | $44.3M |
| MML Investors Services, LLC | 0.13% | Add +14.1% | 162,801 | $40.2M |
| Cerity Partners LLC | 0.07% | Add +0.1% | 134,002 | $33.1M |
| Bank of America Corp. | 0.00% | Add +23.8% | 99,333 | $24.5M |
| HighTower Advisors, LLC | 0.03% | Add +1.3% | 95,527 | $23.6M |
| LPL Financial LLC | 0.01% | Add +10.8% | 93,169 | $23.0M |
| Diversified Trust Co. | 0.51% | Reduce -0.0% | 84,070 | $20.7M |
| Raymond James Financial Inc. | 0.01% | Add +8.0% | 79,009 | $19.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +141.5% | 53,859 | $13.3M |
| Diversified Portfolios, Inc. | 1.37% | Add +1.1% | 52,634 | $13.0M |
| UBS Group AG | 0.00% | Reduce -7.9% | 46,092 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +33.6% | 43,698 | $10.8M |
| Pennington Partners & Co., LLC | 6.09% | Add +6.4% | 43,100 | $10.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.8% | 41,549 | $10.3M |
| Family Firm, Inc. | 2.22% | Add +0.3% | 40,269 | $9.9M |
| Commerce Bank | 0.06% | Reduce -1.3% | 40,072 | $9.9M |
| Private Advisor Group, LLC | 0.06% | Reduce -16.9% | 38,194 | $9.4M |
| Susquehanna International Group, LLP | 0.01% | Add +3223.9% | 36,829 | $9.1M |
| AQR Capital Management | 0.01% | Add +27.5% | 34,938 | $8.6M |
| Wealthstream Advisors, Inc. | 1.56% | Reduce -0.2% | 33,835 | $8.3M |
| Gotham Asset Management | 0.07% | Add +45.2% | 31,549 | $7.8M |
| Christopher J. Hasenberg, Inc | 2.95% | Reduce -0.8% | 28,672 | $7.1M |
| Pitcairn Co. | 0.43% | Add +1.7% | 28,656 | $7.1M |
| AlphaCore Capital LLC | 0.58% | New | 27,831 | $6.9M |
| Ieq Capital, LLC | 0.05% | Add +28.5% | 27,216 | $6.7M |
| Linscomb Wealth, Inc. | 0.33% | Reduce -10.5% | 26,892 | $6.6M |
| Cwm, LLC | 0.03% | Add +0.3% | 26,662 | $6.6M |
| Mariner, LLC | 0.01% | Reduce -11.1% | 23,710 | $5.9M |
| Glenmede Trust Co. NA | 0.03% | No change | 21,100 | $5.2M |
| Adirondack Trust Co. | 1.98% | Add +12.1% | 20,505 | $5.1M |
| Pathstone Holdings, LLC | 0.02% | Add +151.2% | 19,331 | $4.8M |
| Cetera Investment Advisers | 0.01% | Reduce -27.8% | 17,993 | $4.4M |
| Tolleson Wealth Management, Inc. | 0.79% | No change | 16,701 | $4.1M |
| Stratos Wealth Advisors, LLC | 0.22% | Add +2.6% | 16,191 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.8% | 16,148 | $4.0M |
| Red Cedar Investment Management, LLC | 0.55% | Reduce -6.3% | 15,982 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -10.8% | 15,812 | $3.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.0% | 15,149 | $3.7M |
| Clearstead Advisors, LLC | 0.06% | Add +13.3% | 14,771 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -10.1% | 14,618 | $3.6M |
| DB Fitzpatrick & Co, Inc | 3.43% | Add +3.4% | 14,605 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.5% | 14,392 | $3.6M |
| Coastline Trust Co | 0.39% | Reduce -1.7% | 12,576 | $3.1M |
| Lido Advisors, LLC | 0.02% | Add +0.8% | 12,532 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.0% | 12,486 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -27.7% | 12,151 | $3.0M |
| Tennessee Valley Asset Management Partners | 0.49% | Reduce -5.3% | 12,128 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.9% | 12,054 | $3.0M |
| Lanark Financial, Inc. | 0.25% | — | 11,666 | $2.9M |
| Nations Financial Group Inc, /Ia/ | 0.22% | Add +1.0% | 11,661 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +8.5% | 11,335 | $2.8M |
| Captrust Financial Advisors | 0.01% | Add +0.8% | 10,454 | $2.6M |
| Embree Financial Group | 0.41% | Reduce -0.6% | 9,887 | $2.4M |
| PBMares Wealth Management LLC | 0.49% | Add +3.7% | 9,883 | $2.4M |
| Wedbush Securities Inc. | 0.09% | Reduce -1.6% | 9,740 | $2.4M |
| 1900 Wealth Management LLC | 0.19% | Add +0.0% | 9,411 | $2.3M |
| Waverly Advisors, LLC | 0.03% | No change | 8,925 | $2.2M |
| Orrstown Financial Services Inc. | 0.51% | Add +1.2% | 8,606 | $2.1M |
| Citadel Advisors | 0.00% | Add +357.1% | 8,575 | $2.1M |
| Evensky & Katz LLC | 0.14% | Reduce -25.0% | 8,399 | $2.1M |
| Hardy Reed LLC | 0.18% | No change | 8,048 | $2.0M |
| Verus Financial Partners, Inc. | 0.22% | Add +24.5% | 8,250 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.4% | 7,890 | $1.9M |
| FSA Investment Group, LLC | 1.43% | Add +5.8% | 6,800 | $1.7M |
| Investment Advisory Group, LLC | 0.50% | Add +1.1% | 6,033 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.4% | 5,905 | $1.5M |
| Silver Coast Investments LLC | 0.55% | Add +28.0% | 5,855 | $1.4M |
| Whittier Trust Co. | 0.02% | No change | 5,659 | $1.4M |
| NorthCrest Asset Manangement, LLC | 0.04% | New | 5,590 | $1.4M |
| Wedmont Private Capital | 0.07% | Add +0.1% | 5,652 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.07% | New | 5,275 | $1.3M |
| Operose Advisors LLC | 0.42% | Reduce -11.1% | 5,156 | $1.3M |
| FMR LLC | 0.00% | Add +4.2% | 5,013 | $1.2M |
| Wesbanco Bank Inc. | 0.04% | No change | 5,005 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.8% | 4,803 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.0% | 4,802 | $1.2M |
| Compass Financial Group, INC | 0.22% | No change | 4,665 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | New | 4,405 | $1.1M |
| World Investment Advisors | 0.03% | Reduce -5.2% | 4,287 | $1.1M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +0.3% | 4,022 | $993K |
| NewEdge Advisors, LLC | 0.01% | Add +364.2% | 3,927 | $969K |
| Creative Planning | 0.00% | Add +3.3% | 3,783 | $933K |
| First Financial Bank - Trust Division | 0.09% | Reduce -2.8% | 3,742 | $923K |
| CNB Bank | 0.45% | No change | 3,605 | $890K |
| MAI Capital Management | 0.01% | Add +0.5% | 3,533 | $872K |
| Prospera Financial Services Inc | 0.02% | No change | 3,500 | $864K |
| Wealthspire Advisors, LLC | 0.01% | No change | 3,417 | $843K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.0% | 3,082 | $761K |
| Jacksonville Wealth Management, LLC | 0.74% | Reduce -2.1% | 3,036 | $749K |
| Hirtle & Co., LLC | 0.03% | New | 3,000 | $740K |
| Osaic Holdings, Inc. | 0.00% | Add +9.2% | 2,924 | $722K |
| IFP Advisors, Inc | 0.02% | No change | 2,905 | $717K |
| Baker Avenue Asset Management, LP | 0.02% | Reduce -30.6% | 2,805 | $692K |
| US Bancorp \de | 0.00% | Add +22241.7% | 2,681 | $662K |
"% of holder's portfolio" is VTHR's weight in each manager's 13F, not the share of Vanguard Russell 3000 the manager owns.