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Vanguard Russell 2000 Value ETF (VTWV) Institutional Ownership

Vanguard Russell 2000 Value ETF logo
$184.94 +3.01 (+1.65%)
As of 03:35 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$68.29M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$37.68M
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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
5/5/2026Sigma Planning Corp6,382$1.07M0.0%+1.8%0.101%
5/4/2026AMG National Trust Bank48,749$8.15M0.2%+9.0%0.774%
5/1/2026 Cullinan Associates Inc.1,265$212K0.0%N/A0.020%
5/1/2026 Fifth Third Bancorp1,446$242K0.0%N/A0.023%
4/30/2026 Kestra Advisory Services LLC35,820$5.99M0.0%-0.6%0.569%
4/28/2026 Ascentis Independent Advisors3,383$566K0.0%N/A0.054%
4/27/2026 Private Advisor Group LLC95,629$15.99M0.1%+410.5%1.518%
4/22/2026 Janney Montgomery Scott LLC3,349$560K0.0%-1.8%0.053%
4/22/2026 Sterling Capital Management LLC1,928$322K0.0%-6.5%0.031%
4/21/2026 AA Financial Advisors LLC1,238$207K0.0%N/A0.020%
4/17/2026 AdvisorNet Financial Inc3,218$538K0.0%-4.4%0.051%
4/16/2026 Allegheny Financial Group15,926$2.66M0.4%-0.4%0.253%
4/16/2026 IVC Wealth Advisors LLC4,329$724K0.3%-1.5%0.069%
3/17/2026Rockefeller Capital Management L.P.93,753$14.99M0.0%-0.3%1.720%
3/9/2026Corient Private Wealth LLC2,003$320K0.0%+5.3%0.037%
2/24/2026 Clear Retirement Advice LLC3,646$636K0.5%N/A0.067%
2/19/2026Corient Private Wealth LLC2,003$320K0.0%+5.3%0.037%
2/18/2026Virtue Capital Management LLC25,173$4.06M0.1%-63.9%0.462%
2/18/2026NewEdge Advisors LLC3,983$637K0.0%+23.4%0.073%
2/18/2026Gotham Asset Management LLC10,645$1.70M0.0%+5.9%0.195%
2/17/2026AQR Capital Management LLC2,143$343K0.0%-17.1%0.039%
2/17/2026Cetera Investment Advisers33,613$5.38M0.0%-1.8%0.617%
2/17/2026Equitable Holdings Inc.22,112$3.54M0.0%+0.6%0.406%
2/17/2026Osaic Holdings Inc.59,445$9.51M0.0%+2.9%1.091%
2/17/2026 Private Advisor Group LLC18,731$3.00M0.0%+294.8%0.344%
2/17/2026Captrust Financial Advisors14,616$2.34M0.0%-4.0%0.268%
2/17/2026Royal Bank of Canada9,881$1.58M0.0%+2.3%0.181%
2/17/2026Berkshire Asset Management LLC PA23,899$3.82M0.2%+0.3%0.439%
2/16/2026MML Investors Services LLC3,459$553K0.0%+10.7%0.063%
2/16/2026Mosaic Financial Group LLC2,649$424K0.3%N/A0.049%
2/16/2026Mariner LLC4,962$794K0.0%+3.4%0.091%
2/16/2026Cornerstone Financial Management LLC1,988$318K0.3%N/A0.036%
2/13/2026 Kestra Advisory Services LLC36,044$5.77M0.0%+0.8%0.661%
2/13/2026Parkside Financial Bank & Trust12,731$2.04M0.2%+5.7%0.234%
2/13/2026Wealth Dimensions Group Ltd.14,817$2.37M0.5%-0.4%0.272%
2/13/2026Stifel Financial Corp8,110$1.30M0.0%+1.0%0.149%
2/13/2026Commerce Bank95,199$15.23M0.1%+28.7%1.747%
2/13/2026Bragg Financial Advisors Inc85,691$13.71M0.4%-0.7%1.572%
2/13/2026Ieq Capital LLC2,714$434K0.0%N/A0.050%
2/13/2026First National Bank of Omaha2,740$441K0.0%N/A0.050%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC645$103K0.0%N/A0.012%
2/13/2026Wells Fargo & Company MN82,477$13.19M0.0%+140.2%1.513%
2/13/2026Summit Financial LLC10,988$1.76M0.0%-19.2%0.202%
2/12/2026Jane Street Group LLC1,832$293K0.0%N/A0.034%
2/12/2026Financial Engines Advisors L.L.C.9,116$1.46M0.0%-10.8%0.167%
2/12/2026 Commonwealth Equity Services LLC11,969$1.91M0.0%+18.5%0.220%
2/12/2026Ankerstar Wealth LLC303$48K0.0%N/A0.006%
2/12/2026Virtue Capital Management LLC6,824$1.09M0.0%-82.8%0.125%
2/12/2026 Elevation Point Wealth Partners LLC1,365$218K0.0%N/A0.025%
2/12/2026Bank of Montreal Can4,244$679K0.0%-9.3%0.078%
2/12/2026 Brandywine Asset Management Inc.22,759$3.97M2.8%N/A0.418%
2/12/2026Great Valley Advisor Group Inc.6,660$1.07M0.0%-3.3%0.122%
2/12/2026MIdWestOne Financial Group Inc.8,482$1.36M0.2%+3.2%0.156%
2/11/2026NYL Investors LLC14,206$2.27M0.8%+78.2%0.261%
2/11/2026 Janney Montgomery Scott LLC3,412$546K0.0%-7.5%0.063%
2/11/2026Focus Partners Advisor Solutions LLC1,935$310K0.0%N/A0.036%
2/11/2026LPL Financial LLC117,082$18.73M0.0%-7.7%2.148%
2/11/2026Franklin Resources Inc.24,833$3.97M0.0%-0.4%0.456%
2/11/2026JPMorgan Chase & Co.22,069$3.53M0.0%-6.9%0.405%
2/11/2026Disciplina Capital Management LLC860$138K0.0%N/A0.016%
2/10/2026Goldman Sachs Group Inc.23,791$3.81M0.0%+9.9%0.437%
2/10/2026Portland Global Advisors LLC1,500$240K0.0%-28.6%0.028%
2/10/2026 Blueline Advisors LLC339$54K0.0%N/A0.006%
2/10/2026Northwestern Mutual Wealth Management Co.6,455$1.03M0.0%+5.8%0.118%
2/10/2026Savant Capital LLC46,270$7.40M0.0%-5.2%0.849%
2/9/2026Cooke & Bieler LP7,510$1.20M0.0%N/A0.138%
2/6/2026FourThought Financial Partners LLC8,614$1.38M0.1%+7.0%0.158%
2/6/2026HighTower Advisors LLC19,201$3.07M0.0%-1.9%0.352%
2/5/2026Allworth Financial LP829$133K0.0%+8.4%0.015%
2/2/2026 Allegheny Financial Group15,990$2.56M0.4%+2.0%0.293%
2/2/2026 Truist Financial Corp3,090$494K0.0%+4.5%0.057%
2/2/2026 Gibraltar Capital Management Inc.10,620$1.70M0.3%-5.6%0.195%
2/2/2026 Oppenheimer & Co. Inc.9,698$1.55M0.0%+10.7%0.178%
1/30/2026AMG National Trust Bank44,707$7.15M0.2%+5.8%0.820%
1/29/2026D.A. Davidson & CO.13,970$2.23M0.0%N/A0.256%
1/29/2026UBS Group AG32,471$5.19M0.0%+2.7%0.596%
1/27/2026 Financial Advisory Corp50,415$8.06M1.2%-3.8%0.925%
1/23/2026LOM Asset Management Ltd1,362$218K0.1%N/A0.025%
1/23/2026Kelsey Financial LLC3,634$581K0.5%N/A0.067%
1/23/2026 Fifth Third Securities Inc.11,727$1.88M0.1%+4.2%0.215%
1/22/2026Rodgers & Associates LTD16,446$2.63M0.3%-1.7%0.302%
1/21/2026Brooklyn FI LLC5,337$854K0.2%+11.1%0.098%
1/21/2026 WestHill Financial Advisors Inc.59,170$9.46M1.8%+0.3%1.086%
1/20/2026 1900 Wealth Management LLC3,643$583K0.0%-7.7%0.067%
1/16/2026 IVC Wealth Advisors LLC4,394$703K0.3%+3.3%0.081%
1/16/2026 McLean Asset Management Corp5,504$940K0.2%-1.2%0.101%
1/13/2026 CoreCap Advisors LLC159$25K0.0%N/A0.003%
1/12/2026Rialto Wealth Management LLC2,148$344K0.1%-3.6%0.039%
1/8/2026 Wealth Enhancement Advisory Services LLC4,582$759K0.0%+4.4%0.085%
1/2/2026 LBJ Family Wealth Advisors Ltd.14,439$2.31M1.3%+2.3%0.270%
1/1/2026JPMorgan Chase & Co.23,716$3.70M0.0%+2.4%0.444%
11/19/2025Captrust Financial Advisors15,221$2.37M0.0%+5.4%0.285%
11/17/2025Northwestern Mutual Wealth Management Co.6,103$951K0.0%+22.2%0.114%
11/17/2025Mariner LLC4,797$748K0.0%-5.7%0.090%
11/17/2025Gotham Asset Management LLC10,052$1.57M0.0%N/A0.188%
11/17/2025Bank of America Corp DE378,285$58.96M0.0%-2.2%7.084%
11/17/2025Ameriprise Financial Inc.78,839$12.29M0.0%-1.0%1.476%
11/14/2025Raymond James Financial Inc.39,019$6.08M0.0%-1.1%0.731%
11/14/2025Equitable Holdings Inc.21,979$3.43M0.0%+6.2%0.412%
11/14/2025Vance Wealth LLC2,443$381K0.1%-2.7%0.046%


VTWV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTWV shares?

During the previous two years, 165 institutional investors and hedge funds held shares of Vanguard Russell 2000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($58.96M), Pathstone Holdings LLC ($29.39M), LPL Financial LLC ($18.73M), Private Advisor Group LLC ($15.99M), Commerce Bank ($15.23M), Rockefeller Capital Management L.P. ($14.99M), and Bragg Financial Advisors Inc ($13.71M).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 139 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: Private Advisor Group LLC ($90.89K), Raymond James Financial Inc. ($62.14K), Financial Advisory Corp ($56.84K), Carl Stuart Investment Advisor Inc. ($54.55K), AMG National Trust Bank ($48.75K), Wells Fargo & Company MN ($48.14K), and Cetera Investment Advisers ($34.72K).

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

Institutional investors have bought a total of 440,921 shares in the last 24 months. This purchase volume represents approximately $68.29M in transactions.

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

Of the 62 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: Virtue Capital Management LLC ($96.56K), Bank of America Corp DE ($55.35K), AdvisorNet Financial Inc ($15.86K), LPL Financial LLC ($9.75K), Tower Research Capital LLC TRC ($7.89K), Ameriprise Financial Inc. ($6.44K), and Phoenix Wealth Advisors ($5.89K).

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

Institutional investors have sold a total of 252,340 shares in the last 24 months. This volume of shares sold represents approximately $37.68M in transactions.



This page (NASDAQ:VTWV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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