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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
10,194
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
9,169
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,963
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
8,517
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
8,231
shares
|
$1.17 Million
0.15% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
8,104
shares
|
$1.15 Million
0.11% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
8,023
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2025
Reduced 18.27%
|
|
|
Nyl Investors LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,971
shares
|
$1.13 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
7,943
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
7,661
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
6,551
shares
|
$929,783
0.02% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,255
shares
|
$887,772
0.03% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
6,079
shares
|
$862,792
0.06% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
6,034
shares
|
$856,405
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Morangie Management LLC
New York, NY |
Jul 16, 2025 Q2 2025 |
5,929
shares
|
$841,502
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,918
shares
|
$839,941
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,189
shares
|
$736,474
0.0% of portfolio
|
Q2 2025
Added 232.63%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
5,088
shares
|
$722,139
0.0% of portfolio
|
Q2 2025
Added 41.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
4,994
shares
|
$708,798
0.0% of portfolio
|
Q2 2025
Added 46.58%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
4,976
shares
|
$706,243
0.34% of portfolio
|
Q2 2025
Reduced 36.51%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
4,805
shares
|
$681,973
0.17% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,710
shares
|
$668,490
0.0% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,707
shares
|
$668,064
0.01% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,656
shares
|
$660,826
0.0% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
4,655
shares
|
$660,684
0.05% of portfolio
|
Q2 2025
Added 2.2%
|