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Vanguard Russell 2000 Value ETF (VTWV) Institutional Ownership

Vanguard Russell 2000 Value ETF logo
$127.85 +0.42 (+0.33%)
As of 12:52 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Russell 2000 Value ETF (NASDAQ:VTWV)

Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$64.24M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$18.34M
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VTWV Institutional Buying and Selling by Quarter

Vanguard Russell 2000 Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Fifth Third Securities Inc.10,813$1.44M0.1%+4.9%0.193%
5/1/2025Country Club Bank2,740$365K0.0%N/A0.049%
4/30/2025Gibraltar Capital Management Inc.11,250$1.50M0.3%N/A0.201%
4/29/2025 Centennial Bank AR 1,693$225K0.1%+78.6%0.030%
4/29/2025 Jordan Park Group LLC9,816$1.31M0.1%-1.0%0.175%
4/29/2025 Envestnet Asset Management Inc.10,618$1.41M0.0%-2.1%0.189%
4/29/2025 Investor s Fiduciary Advisor Network LLC2,556$340K0.2%-33.0%0.046%
4/28/2025 Private Trust Co. NA191$25K0.0%-32.7%0.003%
4/24/2025 Bartlett & CO. Wealth Management LLC19,055$2.54M0.0%-2.6%0.340%
4/23/2025 Sequoia Financial Advisors LLC2,072$276K0.0%+4.1%0.037%
4/23/2025 Oppenheimer & Co. Inc.8,179$1.09M0.0%+69.6%0.146%
4/22/2025 Cambridge Investment Research Advisors Inc.8,786$1.17M0.0%-3.1%0.157%
4/21/2025 Envestnet Portfolio Solutions Inc.2,797$372K0.0%-38.5%0.050%
4/21/2025 WestHill Financial Advisors Inc.57,106$7.60M1.7%+3.2%1.018%
4/21/2025 Institute for Wealth Management LLC.43,992$5.86M0.8%+106.1%0.784%
4/17/2025 Janney Montgomery Scott LLC3,876$516K0.0%-11.3%0.069%
4/17/2025 1900 Wealth Management LLC3,776$503K0.0%-8.2%0.067%
4/16/2025 Wealth Enhancement Advisory Services LLC5,042$671K0.0%-22.1%0.090%
4/14/2025 Miracle Mile Advisors LLC4,759$633K0.0%-10.3%0.085%
4/14/2025 Financial Advisory Corp53,782$7.16M1.2%-5.4%0.959%
4/9/2025 McLean Asset Management Corp6,259$833K0.2%+37.3%0.112%
4/8/2025 IVC Wealth Advisors LLC7,838$1.04M0.6%-8.9%0.140%
4/7/2025 AdvisorNet Financial Inc18,733$2.49M0.2%+0.8%0.334%
4/1/2025 LBJ Family Wealth Advisors Ltd.12,211$1.63M1.0%-2.1%0.218%
3/17/2025 Wealth Enhancement Advisory Services LLC6,469$935K0.0%+22.4%0.115%
2/27/2025Carolinas Wealth Consulting LLC20,744$3M0.5%-1.3%0.370%
2/26/2025 Financial Advisory Corp56,836$8.22M1.4%N/A1.013%
2/26/2025Virtue Capital Management LLC62,445$9.03M1.8%-13.8%1.113%
2/20/2025Michels Family Financial LLC4,475$647K0.6%N/A0.079%
2/18/2025MidWestOne Financial Group Inc.7,957$1.15M0.2%+33.3%0.140%
2/18/2025Focus Partners Advisor Solutions LLC1,914$277K0.0%+13.9%0.034%
2/18/2025Note Advisors LLC4,810$696K0.6%N/A0.085%
2/17/2025Waverly Advisors LLC1,954$283K0.0%N/A0.034%
2/17/2025Two Sigma Investments LP24,200$3.50M0.0%N/A0.427%
2/17/2025Silvercrest Asset Management Group LLC22,946$3.32M0.0%+86.9%0.405%
2/17/2025Pathstone Holdings LLC163,028$23.58M0.1%+3.6%2.875%
2/17/2025 Investor s Fiduciary Advisor Network LLC3,816$551K0.2%N/A0.067%
2/17/2025Guardian Wealth Advisors LLC NC1,127$163K0.0%N/A0.020%
2/17/2025Cetera Investment Advisers30,212$4.37M0.0%+6.8%0.533%
2/17/2025Baird Financial Group Inc.12,384$1.79M0.0%+0.6%0.218%
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2/17/2025Bank of America Corp DE452,691$65.46M0.0%+0.2%7.984%
2/17/2025Ameriprise Financial Inc.91,089$13.18M0.0%-6.6%1.607%
2/17/2025Aptus Capital Advisors LLC1,227$177K0.0%+1,127.0%0.022%
2/17/2025Allegheny Financial Group5,721$827K0.2%+21.5%0.101%
2/14/2025Mercer Global Advisors Inc. ADV2,782$402K0.0%N/A0.049%
2/14/2025Jane Street Group LLC2,830$409K0.0%N/A0.050%
2/14/2025Comerica Bank1,504$217K0.0%-4.5%0.027%
2/14/2025Lido Advisors LLC1,802$261K0.0%-4.7%0.032%
2/14/2025Susquehanna International Group LLP15,430$2.23M0.0%-54.1%0.272%
2/14/2025Stifel Financial Corp7,550$1.09M0.0%-8.8%0.133%
2/14/2025Commerce Bank14,756$2.13M0.0%+90.5%0.260%
2/13/2025 Verisail Partners LLC4,621$668K0.3%N/A0.081%
2/13/2025Mariner LLC3,465$501K0.0%+5.7%0.061%
2/13/2025Bragg Financial Advisors Inc84,801$12.26M0.5%-2.6%1.496%
2/13/2025Rockefeller Capital Management L.P.86,588$12.52M0.0%+8.1%1.527%
2/13/2025Sterling Capital Management LLC1,644$238K0.0%+55.8%0.029%
2/13/2025TRUE Private Wealth Advisors2,110$305K0.0%+5.0%0.037%
2/13/2025Raymond James Financial Inc.22,680$3.28M0.0%N/A0.400%
2/13/2025 Envestnet Asset Management Inc.10,851$1.57M0.0%-28.0%0.191%
2/13/2025Wells Fargo & Company MN25,376$3.67M0.0%-2.4%0.448%
2/12/2025RWA Wealth Partners LLC36,032$5.21M0.1%-2.6%0.635%
2/12/2025JPMorgan Chase & Co.28,061$4.06M0.0%-2.8%0.495%
2/12/2025Potentia Wealth24,982$3.61M1.6%N/A0.441%
2/11/2025Congress Wealth Management LLC DE55,196$7.98M0.1%-0.5%0.973%
2/11/2025LPL Financial LLC106,562$15.41M0.0%+11.0%1.879%
2/11/2025Plancorp LLC4,507$652K0.0%-2.3%0.079%
2/11/2025Oxford Financial Group LTD. LLC541$78K0.0%N/A0.010%
2/10/2025 Envestnet Portfolio Solutions Inc.4,550$658K0.0%+2.8%0.080%
2/10/2025 Northwest Wealth Management LLC1,775$257K0.1%+15.2%0.031%
2/10/2025 Carl Stuart Investment Advisor Inc.54,551$7.89M4.2%N/A0.962%
2/10/2025Commonwealth Equity Services LLC12,632$1.83M0.0%+6.6%0.223%
2/7/2025 Sequoia Financial Advisors LLC1,990$288K0.0%+10.3%0.035%
2/7/2025HighTower Advisors LLC21,204$3.07M0.0%-1.5%0.374%
2/7/2025 Johnson Investment Counsel Inc.6,965$1.01M0.0%N/A0.123%
2/7/2025 Rialto Wealth Management LLC3,054$442K0.1%N/A0.054%
2/7/2025AMG National Trust Bank7,531$1.09M0.0%N/A0.133%
2/7/2025Berkshire Asset Management LLC PA16,252$2.41M0.1%-21.0%0.287%
2/6/2025Raymond James Financial Inc.22,680$3.28M0.0%N/A0.400%
2/5/2025SVB Wealth LLC3,192$462K0.0%N/A0.056%
2/5/2025Parkside Financial Bank & Trust8,088$1.17M0.2%-18.1%0.143%
2/4/2025FourThought Financial Partners LLC7,367$1.07M0.1%+4.1%0.130%
2/3/2025 Jordan Park Group LLC9,913$1.43M0.1%+10.1%0.175%
2/3/2025Private Advisor Group LLC6,118$885K0.0%-6.9%0.108%
1/31/2025 WestHill Financial Advisors Inc.55,340$8.00M1.8%+2.3%0.976%
1/31/2025Atria Wealth Solutions Inc.4,999$723K0.0%+6.1%0.088%
1/31/2025 Truist Financial Corp3,407$493K0.0%+18.1%0.060%
1/30/2025 Red Cedar Investment Management LLC19,109$2.76M0.3%-32.9%0.337%
1/29/2025 Jmac Enterprises LLC23,993$3.47M0.5%+0.9%0.423%
1/29/2025Savant Capital LLC51,022$7.38M0.1%-0.8%0.900%
1/28/2025 1900 Wealth Management LLC4,115$595K0.0%-32.5%0.073%
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1/23/2025 Institute for Wealth Management LLC.21,340$3.09M0.4%-1.1%0.376%
1/23/2025Fifth Third Securities Inc.10,311$1.49M0.1%-2.5%0.182%
1/23/2025Stordahl Capital Management Inc.2,722$394K0.1%-6.6%0.048%
1/23/2025 Synergy Asset Management LLC350$52K0.0%N/A0.006%
1/23/2025 Nvest Financial LLC1,559$225K0.1%N/A0.027%
1/22/2025 Perigon Wealth Management LLC2,680$393K0.0%+14.3%0.047%
1/22/2025 McLean Asset Management Corp4,560$659K0.2%+2.7%0.080%
1/21/2025 Rodgers & Associates LTD16,697$2.42M0.3%-4.6%0.294%
1/21/2025 Cornerstone Wealth Management LLC2,588$374K0.0%+15.2%0.046%
1/17/2025 IVC Wealth Advisors LLC8,600$1.24M0.7%-0.9%0.152%
(Data available from 1/1/2016 forward)

VTWV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTWV shares?

During the previous two years, 150 institutional investors and hedge funds held shares of Vanguard Russell 2000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($65.46M), Pathstone Holdings LLC ($23.58M), Crestone Asset Management LLC ($20.95M), LPL Financial LLC ($15.41M), Ameriprise Financial Inc. ($13.18M), Rockefeller Capital Management L.P. ($12.52M), and Bragg Financial Advisors Inc ($12.26M).Learn more on VTWV's institutional investors.

Which institutional investors have been buying Vanguard Russell 2000 Value ETF stock?

Of the 115 institutional investors that purchased Vanguard Russell 2000 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($279.54K), Carl Stuart Investment Advisor Inc. ($67.55K), Financial Advisory Corp ($56.84K), Congress Wealth Management LLC DE ($56.24K), Crestone Asset Management LLC ($45.61K), Raymond James Financial Inc. ($45.36K), and Institute for Wealth Management LLC. ($44.16K).

How much institutional buying is happening at Vanguard Russell 2000 Value ETF?

Institutional investors have bought a total of 1,136,099 shares in the last 24 months. This purchase volume represents approximately $155.98M in transactions.

Which Vanguard Russell 2000 Value ETF major shareholders have been selling company stock?

Of the 78 institutional investors that sold Vanguard Russell 2000 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Citizens Bank & Trust Co. ($271.23K), AFG Fiduciary Services Limited Partnership ($37.85K), Miracle Mile Advisors LLC ($27.11K), Commerce Bank ($24.13K), Private Advisor Group LLC ($20.84K), Red Cedar Investment Management LLC ($20.03K), and Susquehanna International Group LLP ($18.22K).

How much institutional selling is happening at Vanguard Russell 2000 Value ETF?

Institutional investors have sold a total of 620,199 shares in the last 24 months. This volume of shares sold represents approximately $85.15M in transactions.


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This page (NASDAQ:VTWV) was last updated on 5/1/2025 by MarketBeat.com Staff
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