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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,492
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2023
Added 0.47%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
23,824
shares
|
$3.66 Million
0.16% of portfolio
|
Q3 2025
Added 28.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
23,716
shares
|
$3.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
22,205
shares
|
$3.41 Million
0.05% of portfolio
|
Q2 2023
Reduced 6.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
21,979
shares
|
$3.38 Million
0.03% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
21,655
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
19,580
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
18,679
shares
|
$2.87 Million
0.72% of portfolio
|
Q2 2023
Reduced 1.51%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
17,312
shares
|
$2.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
16,829
shares
|
$2.59 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
16,737
shares
|
$2.57 Million
0.27% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,364
shares
|
$2.52 Million
0.37% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,775
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
15,683
shares
|
$2.41 Million
0.16% of portfolio
|
Q4 2022
Added 1.76%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
15,675
shares
|
$2.41 Million
0.53% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
15,221
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
14,876
shares
|
$2.29 Million
0.48% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
14,863
shares
|
$2.29 Million
0.91% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 02, 2026 Q4 2025 |
14,439
shares
|
$2.22 Million
1.27% of portfolio
|
Q4 2025
Added 2.25%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
13,602
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
12,853
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
12,089
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
12,049
shares
|
$1.85 Million
0.19% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
11,258
shares
|
$1.73 Million
0.12% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
11,250
shares
|
$1.73 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|