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Vanguard Russell 2000 Value ETF (VTWV) Institutional Ownership

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$133.54
+2.08 (+1.58%)
(As of 04/23/2024 ET)
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Institutional Ownership Changes (13F Filings) for Vanguard Russell 2000 Value ETF (NASDAQ:VTWV)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$87.38M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$68.89M
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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
4/19/2024IVC Wealth Advisors LLC8,713$1.22M0.7%-3.2%0.149%
4/18/2024Congress Wealth Management LLC DE 56,181$7.86M0.1%+0.8%0.960%
4/18/2024Miracle Mile Advisors LLC7,195$1.01M0.0%-18.4%0.123%
4/18/2024Fifth Third Securities Inc.11,395$1.59M0.2%-0.9%0.195%
4/15/2024Wealthcare Advisory Partners LLC2,900$406K0.0%+4.1%0.050%
4/12/2024 AdvisorNet Financial Inc14,359$2.01M0.2%+15.8%0.245%
4/10/2024 McLean Asset Management Corp4,905$676K0.2%+5.6%0.084%
4/2/2024 LBJ Family Wealth Advisors Ltd.10,721$1.50M1.0%+1.8%0.178%
2/15/2024Bragg Financial Advisors Inc89,284$12.19M0.6%-1.8%1.481%
2/13/2024Vawter Financial Ltd.3,945$539K0.4%+2.5%0.065%
2/13/2024Carolinas Wealth Consulting LLC21,717$2.97M0.5%+4.9%0.360%
2/12/2024Roundview Capital LLC6,179$844K0.1%-39.3%0.102%
2/9/2024Advisory Services Network LLC4,137$565K0.0%N/A0.069%
2/9/2024Commerce Bank10,360$1.42M0.0%-67.7%0.172%
2/9/2024Wealth Dimensions Group Ltd.14,497$1.98M0.6%-5.6%0.240%
2/9/2024Corient Private Wealth LLC7,430$1.02M0.0%-15.3%0.123%
2/8/2024Allegheny Financial Group LTD5,107$698K0.2%+59.9%0.085%
2/8/2024Beacon Pointe Advisors LLC2,587$353K0.0%+5.5%0.043%
2/8/2024Janney Montgomery Scott LLC5,178$707K0.0%-9.0%0.086%
2/7/2024Avantax Advisory Services Inc.2,191$299K0.0%-6.8%0.036%
2/7/2024Envestnet Portfolio Solutions Inc.14,145$1.93M0.0%-16.0%0.235%
2/6/2024Crestone Asset Management LLC125,943$17.20M3.9%+11.3%2.089%
2/6/2024Private Advisor Group LLC9,617$1.31M0.0%-64.2%0.159%
2/6/2024Wealthcare Advisory Partners LLC2,785$380K0.0%-79.3%0.046%
2/6/2024Red Cedar Investment Management LLC38,275$5.23M0.8%+0.6%0.635%
2/5/2024Savant Capital LLC53,569$7.32M0.1%-15.2%0.888%
2/5/2024Vance Wealth Inc.2,801$383K0.2%-45.7%0.046%
2/2/2024Truist Financial Corp4,438$606K0.0%+12.8%0.074%
2/2/2024Rodgers & Associates LTD17,846$2.44M0.3%+5.7%0.296%
2/2/2024Atria Wealth Solutions Inc.5,463$746K0.0%-29.2%0.091%
2/1/2024Parkside Financial Bank & Trust7,144$976K0.2%+2.1%0.118%
2/1/20241900 Wealth Management LLC10,018$1.37M0.1%-50.1%0.166%
2/1/2024RWA Wealth Partners LLC37,733$5.15M0.1%N/A0.626%
1/31/2024Institute for Wealth Management LLC.10,961$1.50M0.2%+42.9%0.182%
1/31/2024WestHill Financial Advisors Inc.51,087$6.98M1.8%+1.4%0.847%
1/30/2024Phoenix Wealth Advisors14,109$1.92M1.3%+13.2%0.234%
1/30/2024TRUE Private Wealth Advisors1,650$225K0.0%N/A0.027%
1/30/2024SVB Wealth LLC6,684$913K0.0%+100.0%0.111%
1/29/2024ORG Partners LLC1,106$151K0.0%N/A0.018%
1/29/2024Perigon Wealth Management LLC1,586$217K0.0%N/A0.026%
Elon Musk’s Controversial New Project: “Apollo” (Ad)

Have you seen this footage outside the headquarters of Elon Musk's "Project Apollo?" Big Tech and the mainstream media have called this project "controversial"...

Click here to see the details because there's a lot of money at stake.
1/25/2024HC Advisors LLC3,417$467K0.3%-29.1%0.057%
1/24/2024 International Assets Investment Management LLC1,776$243K0.0%N/A0.029%
1/23/2024FAS Wealth Partners Inc.2,549$348K0.0%+7.3%0.042%
1/22/2024Strategies Wealth Advisors LLC1,505$206K0.0%N/A0.025%
1/22/2024Miracle Mile Advisors LLC8,820$1.21M0.0%-48.3%0.146%
1/19/2024 AdvisorNet Financial Inc12,404$1.69M0.2%+149.7%0.206%
1/16/2024Raymond James & Associates14,809$2.02M0.0%+1.9%0.246%
1/12/2024Carl Stuart Investment Advisor Inc.12,997$1.78M1.2%N/A0.216%
1/11/2024IVC Wealth Advisors LLC9,005$1.23M0.8%-47.0%0.149%
1/10/2024Cornerstone Wealth Management LLC2,804$383K0.0%-10.3%0.047%
1/8/2024 McLean Asset Management Corp4,646$614K0.2%+39.2%0.077%
12/20/2023Vawter Financial Ltd.3,850$460K0.5%-11.5%0.062%
11/15/2023First Citizens Asset Management Inc.7,738$924K0.4%-1.3%0.125%
11/15/2023Lido Advisors LLC2,976$355K0.0%-30.1%0.048%
11/14/2023Operose Advisors LLC7,418$886K0.4%N/A0.120%
11/14/2023Parkside Financial Bank & Trust6,998$835K0.2%+14.4%0.113%
11/13/2023LPL Financial LLC78,679$9.39M0.0%+4.2%1.269%
11/13/2023WestHill Financial Advisors Inc.50,378$6.02M1.8%+8.0%0.813%
11/13/2023Envestnet Portfolio Solutions Inc.16,848$2.01M0.0%N/A0.272%
11/13/2023Kestra Advisory Services LLC35,791$4.27M0.0%-0.7%0.577%
11/13/2023PNC Financial Services Group Inc.574$69K0.0%+1,266.7%0.009%
11/9/2023UBS Group AG47,410$5.66M0.0%-14.2%0.765%
11/8/2023HighTower Advisors LLC25,186$3.01M0.0%-3.8%0.406%
11/8/2023Janney Montgomery Scott LLC5,693$680K0.0%+4.1%0.092%
11/8/2023Atria Wealth Solutions Inc.7,716$921K0.0%-4.3%0.124%
11/8/2023J.P. Morgan Private Wealth Advisors LLC24,492$2.92M0.0%+0.5%0.395%
11/8/2023Oppenheimer & Co. Inc.4,121$492K0.0%+49.5%0.066%
11/8/2023Kestra Private Wealth Services LLC3,000$358K0.0%+15.4%0.048%
11/7/2023Savant Capital LLC63,141$7.54M0.1%+30.6%1.018%
11/7/2023Cornerstone Wealth Management LLC3,126$373K0.0%+13.3%0.050%
11/6/2023Phoenix Wealth Advisors12,465$1.49M0.9%+2.3%0.201%
11/3/2023Tobias Financial Advisors Inc.7,661$915K0.2%-2.2%0.124%
11/3/2023Vance Wealth Inc.5,162$616K0.3%+2.1%0.083%
10/30/2023First Citizens Bank & Trust Co.2,241$268K0.0%-99.2%0.036%
10/30/2023Congress Wealth Management LLC DE55,817$6.66M0.1%N/A0.900%
10/30/2023Red Cedar Investment Management LLC38,045$4.54M0.7%-3.1%0.614%
10/27/2023Crestone Asset Management LLC113,145$13.51M3.2%+5.0%1.825%
10/25/2023Miracle Mile Advisors LLC17,074$2.04M0.1%-32.1%0.275%
10/24/2023Cambridge Investment Research Advisors Inc.9,514$1.14M0.0%+16.4%0.153%
10/23/2023Commonwealth Equity Services LLC9,730$1.16M0.0%+5.7%0.157%
10/19/2023Jmac Enterprises LLC21,879$2.61M0.6%+2.3%0.353%
10/17/2023Rodgers & Associates LTD16,886$2.02M0.3%-0.6%0.272%
10/17/20231900 Wealth Management LLC20,066$2.40M0.2%+13.3%0.324%
10/13/2023Institute for Wealth Management LLC.7,671$916K0.2%+11.0%0.124%
10/12/2023 AdvisorNet Financial Inc4,967$593K0.1%+61.4%0.080%
10/12/2023Wealthcare Capital Management LLC2,713$324K0.0%-10.1%0.044%
10/12/2023Wealthcare Advisory Partners LLC13,431$1.60M0.1%+4.2%0.217%
10/12/2023 McLean Asset Management Corp3,338$396K0.2%+32.8%0.054%
10/11/2023 Ignite Planners LLC2,921$338K0.1%-17.5%0.047%
10/10/2023Indiana Trust & Investment Management CO1,670$199K0.1%N/A0.027%
Elon Musk’s Controversial New Project: “Apollo” (Ad)

Have you seen this footage outside the headquarters of Elon Musk's "Project Apollo?" Big Tech and the mainstream media have called this project "controversial"...

Click here to see the details because there's a lot of money at stake.
10/5/2023IVC Wealth Advisors LLC16,983$2.03M1.4%+2.9%0.273%
8/15/2023Berkshire Asset Management LLC PA14,759$1.83M0.1%+40.3%0.227%
8/14/2023Carolinas Wealth Consulting LLC19,273$2.38M0.5%+6.3%0.297%
8/14/2023Silvercrest Asset Management Group LLC22,512$2.78M0.0%-8.8%0.346%
8/11/2023Cibc World Market Inc.17,085$2.11M0.0%-0.7%0.263%
8/11/2023Huntington National Bank247$31K0.0%+488.1%0.004%
8/11/2023First Citizens Asset Management Inc.7,840$969K0.4%N/A0.121%
8/11/2023WestHill Financial Advisors Inc.46,655$5.77M1.6%+1.7%0.718%
8/10/2023Osaic Holdings Inc.27,396$3.39M0.0%-22.9%0.421%
8/10/2023Private Advisor Group LLC26,950$3.33M0.0%+3.6%0.415%
(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, 130 institutional investors and hedge funds held shares of Vanguard Russell 2000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($57.74M), Envestnet Asset Management Inc. ($37.29M), Crestone Asset Management LLC ($17.20M), Bragg Financial Advisors Inc ($12.19M), LPL Financial LLC ($9.39M), Virtue Capital Management LLC ($8.41M), and Congress Wealth Management LLC DE ($7.86M).Learn more on VTWV's institutional investors.

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

Of the 108 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. ($285.65K), LBJ Family Wealth Advisors Ltd. ($141.63K), Bank of America Corp DE ($129.14K), Sargent Bickham Lagudis LLC ($112.96K), Savant Capital LLC ($66.48K), Congress Wealth Management LLC DE ($56.24K), and AFG Fiduciary Services Limited Partnership ($45.98K).

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

Institutional investors have bought a total of 1,500,037 shares in the last 24 months. This purchase volume represents approximately $297.06M in transactions.

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

Of the 68 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), LBJ Family Wealth Advisors Ltd. ($136.61K), Sargent Bickham Lagudis LLC ($97.27K), Crestone Asset Management LLC ($93.88K), AFG Fiduciary Services Limited Partnership ($37.85K), Commerce Bank ($33.13K), and Virtue Capital Management LLC ($32.56K).

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

Institutional investors have sold a total of 925,973 shares in the last 24 months. This volume of shares sold represents approximately $171.06M in transactions.


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This page (NASDAQ:VTWV) was last updated on 4/24/2024 by MarketBeat.com Staff

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