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
Fairscale Capital, LLC 0.59% Reduce -6.1% 2,655 $655K
Jane Street Group, LLC 0.00% Reduce -69.5% 2,637 $651K
Calydon Capital 0.12% No change 2,624 $647K
Keystone Financial Group 0.07% No change 2,615 $645K
Cozad Asset Management Inc. 0.06% Add +2.6% 2,493 $615K
Sequoia Financial Advisors, LLC 0.00% No change 2,478 $611K
Silvia McColl Wealth Management, LLC 0.46% Add +0.5% 2,463 $608K
Forum Financial Management, LP 0.01% Add +0.3% 2,441 $602K
Oppenheimer & Co. Inc. 0.01% New 2,403 $593K
Everhart Financial Group, Inc. 0.08% No change 2,296 $567K
American Investment Services, Inc. 0.10% Add +0.3% 2,229 $550K
Comerica Bank 0.00% Add +3.2% 2,133 $526K
Wilmington Savings Fund Society, FSB 0.01% No change 2,110 $521K
Arbor Investment Advisors, LLC 0.07% Reduce -10.5% 2,026 $500K
Grove Street Fiduciary, LLC 0.25% No change 1,992 $492K
Old Mission Capital LLC 0.01% New 1,960 $484K
Inspirion Wealth Advisors, LLC 0.07% New 1,958 $483K
Paulson Wealth Management Inc. 0.13% Add +0.1% 1,902 $469K
Geneos Wealth Management Inc. 0.02% New 1,894 $467K
Corundum Trust Company, INC 1.35% No change 1,892 $467K
Capital Planning Advisors, LLC 0.07% Reduce -18.2% 1,891 $467K
ARS Wealth Advisors Group, LLC 0.06% Add +0.6% 1,834 $453K
BOK Financial Private Wealth, Inc. 0.03% No change 1,807 $446K
Banque Cantonale Vaudoise 0.02% — 1,794 $443K
Wealthcare Advisory Partners LLC 0.01% Add +0.1% 1,763 $435K
Atria Wealth Solutions, Inc. 0.01% No change 1,705 $421K
Precedent Wealth Partners, LLC 0.11% Reduce -1.0% 1,657 $409K
EP Wealth Advisors, LLC 0.00% Add +18.4% 1,624 $401K
Moneta Group Investment Advisors LLC 0.01% No change 1,616 $399K
Centennial Bank 0.19% New 1,594 $393K
Nilsine Partners, LLC 0.04% Add +3.7% 1,593 $393K
Fiduciary Wealth Partners, LLC 0.32% — 1,487 $367K
Compound Planning, Inc. 0.02% No change 1,478 $365K
Assetmark, Inc. 0.00% Add +64.4% 1,427 $352K
Brookstone Capital Management 0.01% Reduce -0.3% 1,405 $347K
Farther Finance Advisors, LLC 0.01% Add +6.2% 1,381 $342K
Mercer Global Advisors Inc. 0.00% Add +1.3% 1,369 $338K
Coldstream Capital Management Inc. 0.01% No change 1,330 $328K
Jacobi Capital Management LLC 0.02% No change 1,324 $327K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -29.1% 1,317 $325K
Janney Montgomery Scott LLC 0.00% Add +4.8% 1,298 $320K
First National Bank of Omaha 0.02% No change 1,274 $314K
Brighton Jones LLC 0.01% Add +0.3% 1,187 $293K
Belpointe Asset Management LLC 0.01% No change 1,132 $279K
Radnor Capital Management, LLC 0.05% No change 1,100 $271K
Thoroughbred Financial Services, LLC 0.02% Reduce -16.0% 1,077 $265K
AA Financial Advisors, LLC 0.06% Add +2.7% 1,027 $253K
Firestone Capital Management 0.06% Reduce -7.4% 1,000 $247K
Tower Research Capital LLC (TRC) 0.01% New 972 $240K
Momentous Wealth Management, Inc. 0.16% Reduce -25.6% 943 $233K
Trek Financial, LLC 0.02% No change 930 $229K
Sykon Capital LLC 0.09% Reduce -17.1% 920 $227K
Bowman & Co S.C. 0.11% New 914 $226K
Dakota Wealth Management 0.01% No change 903 $223K
NorthCoast Asset Management LLC 0.00% No change 866 $214K
Sonata Capital Group Inc. 0.09% No change 850 $210K
Virtue Capital Management, LLC 0.02% New 846 $209K
Strategic Blueprint, LLC 0.01% No change 823 $203K
International Assets Investment Management, LLC 0.02% No change 815 $201K
Tacita Capital Inc 0.11% No change 625 $154K
Capital Investment Advisory Services, LLC 0.01% No change 618 $152K
JFS Wealth Advisors, LLC 0.01% Add +0.3% 579 $143K
Allworth Financial LP 0.00% Add +0.3% 584 $141K
Koesten, Hirschmann & Crabtree, INC. 0.06% Add +62.8% 451 $111K
Sage Mountain Advisors LLC 0.01% No change 420 $104K
Qube Research & Technologies Ltd 0.00% Add +46.5% 359 $89K
Smithfield Trust Co 0.00% No change 340 $83K
Blair William & Co. 0.00% No change 305 $75K
Centricity Wealth Management, LLC 0.06% No change 287 $71K
Howe & Rusling Inc. 0.01% Reduce -3.1% 281 $69K
Main Street Group, LTD 0.03% New 262 $65K
Asset Dedication, LLC 0.00% No change 208 $51K
Chilton Capital Management LLC 0.00% No change 203 $50K
SBI Securities Co., Ltd. 0.00% Reduce -7.4% 163 $40K
Activest Wealth Management 0.01% No change 155 $38K
NorthRock Partners, LLC 0.00% Add +138.5% 155 $38K
Bank of Montreal 0.00% New 136 $34K
Quadrant Capital Group LLC 0.00% Add +16.5% 106 $26K
Graney & King, LLC 0.02% Reduce -32.9% 102 $25K
Topsail Wealth Management, LLC 0.01% No change 101 $25K
Chesapeake Asset Management LLC 0.02% No change 80 $20K
NCP Inc. 0.02% No change 67 $17K
JDM Financial Group LLC 0.01% No change 59 $15K
City State Bank 0.00% No change 50 $12K
Jones Financial Companies LLLP 0.00% Add +44.1% 49 $12K
Harbor Investment Advisory, LLC 0.00% No change 41 $10K
O'shaughnessy Asset Management, LLC 0.00% New 40 $10K
Harbour Investments, Inc. 0.00% No change 36 $9K
CENTRAL TRUST Co 0.00% No change 32 $8K
N.E.W. Advisory Services LLC 0.00% New 32 $8K
Aptus Capital Advisors, LLC 0.00% No change 30 $7K
GPS Wealth Strategies Group, LLC 0.00% No change 24 $6K
Central Pacific Bank - Trust Division 0.00% No change 24 $6K
AE Wealth Management LLC 0.00% Add +21.1% 23 $6K
Bay Harbor Wealth Management, LLC 0.00% No change 16 $4K
Gould Capital, LLC 0.00% New 12 $3K
WealthShield Partners, LLC 0.00% No change 10 $2K
Bangor Savings Bank 0.00% Reduce -56.3% 7 $2K
Medallion Wealth Advisors, LLC 0.00% No change 5 $1K
Coston, McIsaac & Partners 0.00% New 6 $1K
Global Wealth Strategies & Associates 0.00% New 3 $740
EverSource Wealth Advisors, LLC 0.00% No change 1 $247
CoreCap Advisors, LLC 0.00% No change 1 $247

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