Free Trial

Vanguard Russell 2000 Value ETF (VTWV) Institutional Ownership

Vanguard Russell 2000 Value ETF logo
$159.12 +0.96 (+0.61%)
As of 03:46 PM Eastern

Institutional Ownership Changes (13F Filings) for Vanguard Russell 2000 Value ETF (NASDAQ:VTWV)

Number of
Institutional Buyers
(last 12 months)
99
Total
Institutional Inflows
(last 12 months)
$78.38M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$29.80M
Get VTWV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard Russell 2000 Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

VTWV Institutional Buying and Selling by Quarter

Vanguard Russell 2000 Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025Plancorp LLC2,507$391K0.0%-41.9%0.047%
10/14/2025 Farther Finance Advisors LLC536$84K0.0%+22.7%0.010%
10/14/2025 WestHill Financial Advisors Inc.58,987$9.19M1.8%+3.2%1.105%
10/10/2025 Fifth Third Securities Inc.11,258$1.76M0.1%+1.0%0.211%
10/9/2025 Bartlett & CO. Wealth Management LLC16,829$2.62M0.0%-3.0%0.315%
10/9/2025 AdvisorNet Financial Inc3,020$471K0.0%-13.2%0.057%
10/9/2025 IVC Wealth Advisors LLC4,252$663K0.3%-14.5%0.080%
10/8/2025 Financial Advisory Corp52,427$8.17M1.2%-0.7%0.982%
10/7/2025 McLean Asset Management Corp5,569$883K0.2%+29.6%0.104%
10/7/2025 LBJ Family Wealth Advisors Ltd.14,121$2.20M1.2%+12.5%0.264%
10/7/2025 EWG Elevate Inc.25,620$3.99M1.2%N/A0.480%
9/26/2025Corient Private Wealth LLC1,903$265K0.0%-49.3%0.035%
9/4/2025Osaic Holdings Inc.2,654$369K0.0%+22.8%0.048%
8/15/2025Tower Research Capital LLC TRC 4,318$601K0.0%-64.6%0.079%
8/15/2025Equitable Holdings Inc.20,695$2.88M0.0%+30.0%0.377%
8/15/2025Captrust Financial Advisors14,439$2.01M0.0%N/A0.263%
8/15/2025Great Valley Advisor Group Inc.6,551$911K0.0%+2.8%0.119%
8/15/2025Curi Capital LLC2,528$352K0.0%N/A0.046%
8/15/2025Bank of America Corp DE386,721$53.79M0.0%-10.8%7.044%
8/15/2025Ameriprise Financial Inc.79,621$11.07M0.0%-6.6%1.450%
8/14/2025Raymond James Financial Inc.39,461$5.49M0.0%+44.8%0.719%
8/14/2025Tennessee Valley Asset Management Partners3,098$431K0.1%-10.2%0.056%
8/13/2025Vance Wealth LLC2,510$349K0.1%-16.4%0.046%
8/13/2025Baird Financial Group Inc.10,194$1.42M0.0%-21.7%0.186%
8/13/2025NYL Investors LLC7,971$1.11M0.3%N/A0.145%
8/13/2025CW Advisors LLC54,256$7.55M0.1%+0.2%0.988%
8/13/2025Lido Advisors LLC5,189$722K0.0%+232.6%0.095%
8/13/2025Virtue Capital Management LLC51,294$7.13M1.3%-12.9%0.934%
8/13/2025Northwestern Mutual Wealth Management Co.4,994$695K0.0%+46.6%0.091%
8/12/2025FourThought Financial Partners LLC8,104$1.13M0.1%+1.0%0.148%
8/12/2025Franklin Resources Inc.25,182$3.50M0.0%+0.6%0.459%
8/12/2025JPMorgan Chase & Co.23,170$3.22M0.0%-6.1%0.422%
8/11/2025TRUE Private Wealth Advisors1,933$269K0.0%-4.3%0.035%
8/8/2025Rockefeller Capital Management L.P.96,520$13.43M0.0%+4.9%1.758%
8/8/2025Cetera Investment Advisers36,596$5.09M0.0%+1.2%0.667%
8/8/2025Phoenix Wealth Advisors14,819$2.06M0.9%-13.0%0.270%
8/7/2025Parkside Financial Bank & Trust11,293$1.57M0.2%+9.9%0.206%
8/6/2025RWA Wealth Partners LLC38,953$5.42M0.1%+5.9%0.710%
8/6/2025Savant Capital LLC48,924$6.81M0.0%-3.1%0.891%
8/5/2025Centennial Bank AR 488$68K0.0%-71.2%0.009%
8/5/2025Bridgewater Advisors Inc.1,854$269K0.0%-5.1%0.034%
8/5/2025Bank of Montreal Can4,159$578K0.0%-2.0%0.076%
8/5/2025Sigma Planning Corp6,255$870K0.0%-5.9%0.114%
8/4/2025AMG National Trust Bank40,889$5.69M0.1%+100.4%0.745%
8/1/2025Envestnet Asset Management Inc.12,065$1.68M0.0%+13.6%0.220%
7/31/2025Jordan Park Group LLC8,023$1.12M0.1%-18.3%0.146%
7/31/2025Focus Partners Advisor Solutions LLC2,093$291K0.0%+10.2%0.038%
7/30/2025Freedom Investment Management Inc.4,655$647K0.1%+2.2%0.085%
7/29/2025Rodgers & Associates LTD16,717$2.33M0.3%+0.4%0.304%
7/25/2025Atria Wealth Solutions Inc.2,298$323K0.0%+20.6%0.042%
7/25/2025Envestnet Portfolio Solutions Inc.2,680$373K0.0%-4.2%0.049%
7/22/2025 IVC Wealth Advisors LLC4,976$692K0.3%-36.5%0.091%
7/22/2025Wealthcare Advisory Partners LLC3,408$474K0.0%-3.3%0.062%
7/21/20251900 Wealth Management LLC3,946$549K0.0%+4.5%0.072%
7/18/2025 Bartlett & CO. Wealth Management LLC17,355$2.41M0.0%-8.9%0.316%
7/18/2025Truist Financial Corp2,966$413K0.0%-21.8%0.054%
7/17/2025 Northwest Wealth Management LLC1,959$272K0.0%+10.4%0.036%
7/17/2025 Fifth Third Securities Inc.11,143$1.55M0.1%+3.1%0.203%
7/14/2025 AdvisorNet Financial Inc3,479$484K0.0%-81.4%0.063%
7/11/2025 Farther Finance Advisors LLC437$61K0.0%+1,050.0%0.008%
7/11/2025 Financial Advisory Corp52,804$7.35M1.1%-1.8%0.962%
7/10/2025Wealth Enhancement Advisory Services LLC4,656$678K0.0%-7.7%0.085%
7/10/2025Brooklyn FI LLC4,805$668K0.2%+9.4%0.088%
7/9/2025 WestHill Financial Advisors Inc.57,184$7.95M1.7%+0.1%1.042%
7/7/2025 LBJ Family Wealth Advisors Ltd.12,555$1.75M1.0%+2.8%0.229%
7/3/2025 McLean Asset Management Corp4,297$621K0.2%-31.3%0.077%
6/27/2025Goldman Sachs Group Inc.26,743$3.56M0.0%+0.4%0.483%
5/28/2025Anderson Financial Strategies LLC743$99K0.1%+643.0%0.013%
5/19/2025Jane Street Group LLC2,950$393K0.0%+4.2%0.053%
5/16/2025Goldman Sachs Group Inc.26,743$3.56M0.0%+0.4%0.480%
5/16/2025Plancorp LLC4,316$574K0.0%-4.2%0.077%
5/16/2025Banque Transatlantique SA450$55K0.0%N/A0.008%
5/15/2025Royal Bank of Canada11,462$1.53M0.0%+1.4%0.206%
5/15/2025Baird Financial Group Inc.13,025$1.73M0.0%+5.2%0.234%
5/14/2025Note Advisors LLC4,068$541K0.4%-15.4%0.073%
5/14/2025Ieq Capital LLC3,156$420K0.0%N/A0.057%
5/14/2025Freedom Investment Management Inc.4,555$606K0.1%-16.9%0.082%
5/14/2025Northwestern Mutual Wealth Management Co.3,407$453K0.0%+92.5%0.061%
5/14/2025Phoenix Wealth Advisors17,025$2.27M1.0%-17.8%0.306%
5/14/2025Kestra Advisory Services LLC34,851$4.64M0.0%+1.1%0.626%
5/14/2025CW Advisors LLC54,149$7.21M0.1%-1.9%0.972%
5/14/2025Flow Traders U.S. LLC3,339$444K0.0%N/A0.060%
5/14/2025Berkshire Asset Management LLC PA18,441$2.42M0.1%+13.5%0.331%
5/14/2025RWA Wealth Partners LLC36,793$4.90M0.1%+2.1%0.661%
5/13/2025Raymond James Financial Inc.27,260$3.63M0.0%+20.2%0.489%
5/13/2025Brooklyn FI LLC4,394$585K0.2%N/A0.079%
5/13/2025HighTower Advisors LLC20,345$2.71M0.0%-4.1%0.365%
5/9/2025Topel & Distasi Wealth Management LLC4,763$634K0.3%-25.9%0.085%
5/9/2025Atria Wealth Solutions Inc.1,905$254K0.0%-61.9%0.034%
5/8/2025Commerce Bank15,655$2.08M0.0%+6.1%0.279%
5/8/2025Harbour Investments Inc.454$60K0.0%-42.6%0.008%
5/7/2025LPL Financial LLC111,571$14.85M0.0%+4.7%1.989%
5/7/2025FourThought Financial Partners LLC8,020$1.07M0.1%+8.9%0.143%
5/6/2025Cetera Investment Advisers36,160$4.81M0.0%+19.7%0.645%
5/5/2025Wealth Dimensions Group Ltd.14,371$1.91M0.5%+1.7%0.256%
5/5/2025Kestra Private Wealth Services LLC3,387$451K0.0%+12.9%0.060%
5/5/2025AMG National Trust Bank20,406$2.72M0.1%+171.0%0.364%
5/5/2025Private Advisor Group LLC5,709$760K0.0%-6.7%0.102%
5/2/2025Bridgewater Advisors Inc.1,954$251K0.0%N/A0.035%
5/1/2025Fifth Third Securities Inc.10,813$1.44M0.1%+4.9%0.193%
(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, 152 institutional investors and hedge funds held shares of Vanguard Russell 2000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($53.79M), Pathstone Holdings LLC ($23.58M), Crestone Asset Management LLC ($20.95M), LPL Financial LLC ($14.85M), Rockefeller Capital Management L.P. ($13.43M), Bragg Financial Advisors Inc ($12.26M), and Ameriprise Financial Inc. ($11.07M).Learn more on Vanguard Russell 2000 Value ETF's institutional investors.

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

Of the 123 institutional investors that purchased Vanguard Russell 2000 Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Carl Stuart Investment Advisor Inc. ($67.55K), Raymond James Financial Inc. ($62.14K), Financial Advisory Corp ($56.84K), Congress Wealth Management LLC DE ($56.24K), Crestone Asset Management LLC ($42.08K), RWA Wealth Partners LLC ($40.96K), and AMG National Trust Bank ($40.89K).

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

Institutional investors have bought a total of 549,856 shares in the last 24 months. This purchase volume represents approximately $78.38M in transactions.

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

Of the 66 institutional investors that sold Vanguard Russell 2000 Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($46.91K), Susquehanna International Group LLP ($18.22K), Virtue Capital Management LLC ($17.63K), AdvisorNet Financial Inc ($15.71K), Ameriprise Financial Inc. ($12.11K), Red Cedar Investment Management LLC ($9.37K), and Tower Research Capital LLC TRC ($7.89K).

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

Institutional investors have sold a total of 211,640 shares in the last 24 months. This volume of shares sold represents approximately $29.80M in transactions.



This page (NASDAQ:VTWV) was last updated on 10/15/2025 by MarketBeat.com Staff
From Our Partners