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 165 institutions that hold shares in the stock, with a total of 2.5 Million shares, which have been reported (via 13F filing form) to have a value of $355 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
22,205
shares
|
$3.15 Million
0.05% of portfolio
|
Q2 2023
Reduced 6.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
20,695
shares
|
$2.94 Million
0.03% of portfolio
|
Q2 2025
Added 29.97%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
20,180
shares
|
$2.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
18,679
shares
|
$2.65 Million
0.72% of portfolio
|
Q2 2023
Reduced 1.51%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
18,513
shares
|
$2.63 Million
0.12% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
18,500
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.23%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
17,355
shares
|
$2.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
17,312
shares
|
$2.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
16,717
shares
|
$2.37 Million
0.26% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,364
shares
|
$2.32 Million
0.37% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,775
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
15,705
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
15,683
shares
|
$2.23 Million
0.16% of portfolio
|
Q4 2022
Added 1.76%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
15,116
shares
|
$2.15 Million
0.5% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
14,859
shares
|
$2.11 Million
0.46% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
14,819
shares
|
$2.1 Million
0.88% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
14,439
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
12,851
shares
|
$1.82 Million
0.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
12,849
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jul 07, 2025 Q2 2025 |
12,555
shares
|
$1.78 Million
1.02% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,065
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
11,293
shares
|
$1.6 Million
0.17% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Gibraltar Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
11,250
shares
|
$1.6 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
11,143
shares
|
$1.58 Million
0.12% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
10,215
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
New holding
|