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 169 institutions that hold shares in the stock, with a total of 2.57 Million shares, which have been reported (via 13F filing form) to have a value of $341 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
22,205
shares
|
$2.96 Million
0.05% of portfolio
|
Q2 2023
Reduced 6.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
22,085
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.97%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
20,744
shares
|
$2.76 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
20,406
shares
|
$2.72 Million
0.08% of portfolio
|
Q1 2025
Added 170.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
20,345
shares
|
$2.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
19,182
shares
|
$2.55 Million
0.36% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
19,055
shares
|
$2.54 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
18,733
shares
|
$2.49 Million
0.2% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
18,679
shares
|
$2.49 Million
0.72% of portfolio
|
Q2 2023
Reduced 1.51%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
18,662
shares
|
$2.48 Million
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
18,441
shares
|
$2.45 Million
0.12% of portfolio
|
Q1 2025
Added 13.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
17,660
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
17,025
shares
|
$2.27 Million
1.0% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
16,647
shares
|
$2.22 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,364
shares
|
$2.18 Million
0.37% of portfolio
|
Q3 2022
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
15,923
shares
|
$2.12 Million
0.02% of portfolio
|
Q1 2025
Added 63.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,775
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
15,683
shares
|
$2.09 Million
0.16% of portfolio
|
Q4 2022
Added 1.76%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
15,655
shares
|
$2.08 Million
0.01% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
14,371
shares
|
$1.91 Million
0.46% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
14,154
shares
|
$1.88 Million
0.5% of portfolio
|
Q1 2025
Added 147.4%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
13,025
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
12,860
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
12,850
shares
|
$1.71 Million
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Apr 01, 2025 Q1 2025 |
12,211
shares
|
$1.63 Million
1.04% of portfolio
|
Q3 2024
Added 2.59%
|