Institutional Ownership Vanguard Russell 2000 Value Et (VTWV)
This table provides information about the institutional ownership of Vanguard Russell 2000 Value Et (VTWV). We have compiled data on the 168 institutions that hold shares in the stock, with a total of 2.65 Million shares, which have been reported (via 13F filing form) to have a value of $407 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
378,285
shares
|
$58.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
188,565
shares
|
$29 Million
0.11% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
171,670
shares
|
$26.4 Million
0.0% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
126,833
shares
|
$19.5 Million
0.01% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
94,046
shares
|
$14.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
86,282
shares
|
$13.3 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
78,839
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
73,964
shares
|
$11.4 Million
0.07% of portfolio
|
Q3 2025
Added 370.96%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
58,987
shares
|
$9.07 Million
1.81% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
57,750
shares
|
$8.88 Million
0.01% of portfolio
|
Q3 2025
Added 2075.96%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
54,256
shares
|
$8.34 Million
0.08% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
52,427
shares
|
$8.06 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
48,822
shares
|
$7.51 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
43,494
shares
|
$6.69 Million
0.73% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
42,259
shares
|
$6.5 Million
0.16% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
39,691
shares
|
$6.1 Million
1.0% of portfolio
|
Q3 2025
Reduced 22.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
39,019
shares
|
$6 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
38,244
shares
|
$5.88 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
35,759
shares
|
$5.5 Million
0.03% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
34,339
shares
|
$5.28 Million
0.0% of portfolio
|
Q3 2025
Added 85.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
34,214
shares
|
$5.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
31,624
shares
|
$4.86 Million
0.0% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,108
shares
|
$4.17 Million
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
25,620
shares
|
$3.94 Million
1.43% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
24,933
shares
|
$3.83 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.99%
|
|