VTHR Institutional Ownership
Vanguard Russell 3000 ETF
1W: -0.2%
1M: +0.3%
3M: +1.8%
YTD: +12.4%
1Y: +14.6%
3Y: +83.3%
5Y: +75.1%
$338.57
+2.76 (+0.82%)
Weekly Expected Move ±1.5%
$328
$333
$339
$344
$349
Overview
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Institutional Ownership — VTHR
257
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
25
New Positions
74
Increased
81
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (271 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 632,550 | $214M | +21,864 | +3.6% | 16Q | SEC ↗ |
| 2 | MORGAN STANLEY | 622,262 | $211M | +112,298 | +22.0% | 60Q | SEC ↗ |
| 3 | LINCOLN NATIONAL CORP | 458,185 | $155M | -4,456 | -1.0% | 7Q | SEC ↗ |
| 4 | TOMPKINS FINANCIAL CORP | 297,851 | $101M | -1,612 | -0.5% | 6Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 279,973 | $95M | +59,599 | +27.0% | 9Q | SEC ↗ |
| 6 | UBS Group AG | 233,388 | $79M | +37,542 | +19.2% | 47Q | SEC ↗ |
| 7 | Focus Partners Wealth | 223,425 | $76M | -8,513 | -3.7% | 11Q | SEC ↗ |
| 8 | Callan Family Office, LLC | 219,190 | $74M | -3,443 | -1.5% | 3Q | SEC ↗ |
| 9 | Cliffwater LLC | 129,315 | $44M | -76,188 | -37.1% | 24Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 113,987 | $39M | +29,918 | +35.6% | 7Q | SEC ↗ |
| 11 | Gotham Asset Management, LLC | 110,567 | $37M | +57,651 | +108.9% | 10Q | SEC ↗ |
| 12 | AQR CAPITAL MANAGEMENT LLC | 104,527 | $35M | +14,232 | +15.8% | 9Q | SEC ↗ |
| 13 | Trustees of Dartmouth College NEW | 98,053 | $33M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Cerity Partners LLC | 97,663 | $33M | -3,186 | -3.2% | 18Q | SEC ↗ |
| 15 | DIVERSIFIED TRUST CO | 80,244 | $27M | +15 | +0.0% | 25Q | SEC ↗ |
| 16 | LPL Financial LLC | 80,039 | $27M | -556 | -0.7% | 54Q | SEC ↗ |
| 17 | Fund Evaluation Group, LLC | 75,890 | $26M | -11,221 | -12.9% | 5Q | SEC ↗ |
| 18 | HighTower Advisors, LLC | 70,668 | $24M | +12,389 | +21.3% | 22Q | SEC ↗ |
| 19 | Sovereign Investment Advisors, LLC | 67,720 | $23M | +65,492 | +2939.5% | 3Q | SEC ↗ |
| 20 | OpenArc Corporate Advisory, LLC | 63,886 | $22M | -2,366 | -3.6% | 3Q | SEC ↗ |
| 21 | PENNINGTON PARTNERS & CO., LLC | 63,752 | $22M | -10 | -0.0% | 7Q | SEC ↗ |
| 22 | AlphaCore Capital LLC | 57,817 | $20M | +10,019 | +21.0% | 6Q | SEC ↗ |
| 23 | MML INVESTORS SERVICES, LLC | 57,435 | $19M | +18,680 | +48.2% | 25Q | SEC ↗ |
| 24 | Diversified Portfolios, Inc. | 57,120 | $19M | -63 | -0.1% | 26Q | SEC ↗ |
| 25 | NewEdge Advisors, LLC | 53,773 | $18M | +3,282 | +6.5% | 9Q | SEC ↗ |
| 26 | Mariner, LLC | 53,297 | $18M | +5,934 | +12.5% | 17Q | SEC ↗ |
| 27 | BANK OF AMERICA CORP /DE | 51,192 | $17M | -787 | -1.5% | 15Q | SEC ↗ |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 49,013 | $17M | +2,963 | +6.4% | 31Q | SEC ↗ |
| 29 | Evensky & Katz LLC | 40,556 | $14M | -496 | -1.2% | 17Q | SEC ↗ |
| 30 | JPMORGAN CHASE & CO | 36,494 | $12M | -810 | -2.2% | 20Q | SEC ↗ |
| 31 | ADIRONDACK TRUST CO | 36,106 | $12M | +3,474 | +10.6% | 50Q | SEC ↗ |
| 32 | CWM, LLC | 32,551 | $11M | -3,552 | -9.8% | 14Q | SEC ↗ |
| 33 | COMMERCE BANK | 31,827 | $11M | +2,612 | +8.9% | 19Q | SEC ↗ |
| 34 | Beacon Pointe Advisors, LLC | 31,768 | $11M | -3,916 | -11.0% | 3Q | SEC ↗ |
| 35 | Greenspring Advisors, LLC | 29,339 | $10M | -305 | -1.0% | 3Q | SEC ↗ |
| 36 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 26,533 | $9M | +3,404 | +14.7% | 9Q | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 26,455 | $9M | — | +0.0% | 5Q | SEC ↗ |
| 38 | Cetera Investment Advisers | 25,920 | $9M | +474 | +1.9% | 11Q | SEC ↗ |
| 39 | Pathstone Holdings, LLC | 25,149 | $9M | +640 | +2.6% | 11Q | SEC ↗ |
| 40 | Pitcairn Wealth Advisors LLC | 23,750 | $8M | -1,522 | -6.0% | 3Q | SEC ↗ |
| 41 | IEQ CAPITAL, LLC | 23,505 | $8M | +595 | +2.6% | 17Q | SEC ↗ |
| 42 | Cambridge Investment Research Advisors | 23,250 | $8M | +95 | +0.4% | 17Q | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 22,397 | $8M | +208 | +0.9% | 21Q | SEC ↗ |
| 44 | Prosperity Consulting Group, LLC | 22,052 | $7M | -2,274 | -9.3% | 4Q | SEC ↗ |
| 45 | GLENMEDE TRUST CO NA | 21,100 | $7M | — | +0.0% | 3Q | SEC ↗ |
| 46 | Linscomb Wealth, Inc. | 18,939 | $6M | -1,029 | -5.2% | 49Q | SEC ↗ |
| 47 | Kestra Advisory Services, LLC | 17,900 | $6M | +632 | +3.7% | 24Q | SEC ↗ |
| 48 | CAPTRUST FINANCIAL ADVISORS | 17,737 | $6M | +1,606 | +10.0% | 36Q | SEC ↗ |
| 49 | STIFEL FINANCIAL CORP | 17,542 | $6M | -875 | -4.8% | 19Q | SEC ↗ |
| 50 | PARK AVENUE SECURITIES LLC | 16,329 | $6M | +11,498 | +238.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Trustees of Dartmouth College | 98,053 | $33M |
| HRT FINANCIAL LP | 7,532 | $3M |
| Quantinno Capital Management LP | 3,167 | $1M |
| Americana Partners, LLC | 3,095 | $1M |
| NorthCrest Asset Manangement, LLC | 3,060 | $1M |
| CIBC Bancorp USA Inc. | 2,006 | $679K |
| Concurrent Investment Advisors, LLC | 1,413 | $478K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1,198 | $406K |
| Diversify Advisory Services, LLC | 1,198 | $406K |
| RFG Advisory, LLC | 1,078 | $365K |
| Abel Hall, LLC | 669 | $227K |
| StoneX Group Inc. | 658 | $223K |
| TCI Wealth Advisors, Inc. | 657 | $222K |
| &PARTNERS | 657 | $222K |
| J.W. COLE ADVISORS, INC. | 631 | $214K |
| Independent Advisor Alliance | 628 | $213K |
| Koesten, Hirschmann & Crabtree, INC | 611 | $207K |
| Ascent Wealth Partners, LLC | 606 | $205K |
| BROGAN FINANCIAL, INC. | 606 | $205K |
| Quent Capital, LLC | 444 | $150K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Private Advisor Group, LLC | 30,807 | $10M |
| Kingsview Wealth Management, LLC | 25,230 | $9M |
| FLOW TRADERS U.S. LLC | 19,089 | $6M |
| Stratos Wealth Advisors, LLC | 19,041 | $6M |
| Pallas Capital Advisors LLC | 15,055 | $5M |
| CITADEL ADVISORS LLC | 11,311 | $4M |
| EVOKE WEALTH, LLC | 7,614 | $3M |
| SILVERCREST ASSET MANAGEMENT GROUP | 4,057 | $1M |
| Arkadios Wealth Advisors | 2,033 | $688K |
| MARSHALL WACE, LLP | 1,680 | $569K |
| Fiduciary Wealth Partners, LLC | 1,488 | $504K |
| NBT BANK N A /NY | 1,168 | $395K |
| VIRTUE ASSET MANAGEMENT LLC | 1,000 | $339K |
| Empirical Financial Services, LLC d | 694 | $235K |
| Western Wealth Management, LLC | 262 | $89K |
| FRANKLIN RESOURCES INC | 246 | $83K |
| Activest Wealth Management | 155 | $52K |
| QUADRANT CAPITAL GROUP LLC | 133 | $45K |
| NCP Inc. | 67 | $23K |
| PITTENGER & ANDERSON INC | 31 | $10K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +112,298 | +22.0% | 622,262 |
| Sovereign Investment Advisors, LLC | +65,492 | +2939.5% | 67,720 |
| GOLDMAN SACHS GROUP INC | +59,599 | +27.0% | 279,973 |
| Gotham Asset Management, LLC | +57,651 | +108.9% | 110,567 |
| UBS Group AG | +37,542 | +19.2% | 233,388 |
| RAYMOND JAMES FINANCIAL INC | +29,918 | +35.6% | 113,987 |
| AMERIPRISE FINANCIAL INC | +21,864 | +3.6% | 632,550 |
| MML INVESTORS SERVICES, LLC | +18,680 | +48.2% | 57,435 |
| AQR CAPITAL MANAGEMENT LLC | +14,232 | +15.8% | 104,527 |
| HighTower Advisors, LLC | +12,389 | +21.3% | 70,668 |
| PARK AVENUE SECURITIES LLC | +11,498 | +238.0% | 16,329 |
| AlphaCore Capital LLC | +10,019 | +21.0% | 57,817 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +7,211 | +1030.1% | 7,911 |
| Mariner, LLC | +5,934 | +12.5% | 53,297 |
| ADIRONDACK TRUST CO | +3,474 | +10.6% | 36,106 |
| OSAIC HOLDINGS, INC. | +3,424 | +170.9% | 5,428 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +3,404 | +14.7% | 26,533 |
| NewEdge Advisors, LLC | +3,282 | +6.5% | 53,773 |
| ENVESTNET ASSET MANAGEMENT INC | +2,963 | +6.4% | 49,013 |
| COMMERCE BANK | +2,612 | +8.9% | 31,827 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cliffwater LLC | -76,188 | -37.1% | 129,315 |
| Fund Evaluation Group, LLC | -11,221 | -12.9% | 75,890 |
| ROYAL BANK OF CANADA | -10,768 | -56.1% | 8,413 |
| Creative Planning | -10,641 | -72.2% | 4,107 |
| Bleakley Financial Group, LLC | -8,605 | -44.5% | 10,726 |
| Focus Partners Wealth | -8,513 | -3.7% | 223,425 |
| LINCOLN NATIONAL CORP | -4,456 | -1.0% | 458,185 |
| Beacon Pointe Advisors, LLC | -3,916 | -11.0% | 31,768 |
| CWM, LLC | -3,552 | -9.8% | 32,551 |
| Callan Family Office, LLC | -3,443 | -1.5% | 219,190 |
| Cerity Partners LLC | -3,186 | -3.2% | 97,663 |
| QRG CAPITAL MANAGEMENT, INC. | -2,753 | -51.5% | 2,597 |
| OpenArc Corporate Advisory, LLC | -2,366 | -3.6% | 63,886 |
| Prosperity Consulting Group, LLC | -2,274 | -9.3% | 22,052 |
| Embree Financial Group | -2,240 | -23.2% | 7,407 |
| UBS AM, a distinct business unit of | -2,180 | -95.2% | 109 |
| TOMPKINS FINANCIAL CORP | -1,612 | -0.5% | 297,851 |
| Pitcairn Wealth Advisors LLC | -1,522 | -6.0% | 23,750 |
| Linscomb Wealth, Inc. | -1,029 | -5.2% | 18,939 |
| Clearstead Advisors, LLC | -1,005 | -7.2% | 12,908 |