Vanguard Russell 3000VTHRETF

13F holders, Q1 2025 (March 31)
203holders +12
21new positions
10sold out
3famous investors
$246.70avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions21$58.9M
Exits10$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.

Show all 203 holders