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 |
|---|---|---|---|---|---|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
2,740
shares
|
$388,888
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,714
shares
|
$385,198
0.26% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
2,680
shares
|
$380,372
0.0% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,673
shares
|
$379,378
0.03% of portfolio
|
Q3 2022
Reduced 65.84%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
2,616
shares
|
$371,288
0.03% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
2,556
shares
|
$362,773
0.13% of portfolio
|
Q1 2025
Reduced 33.02%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,528
shares
|
$358,799
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,518
shares
|
$357,379
0.02% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
2,510
shares
|
$356,244
0.12% of portfolio
|
Q2 2025
Reduced 16.42%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
2,505
shares
|
$355,534
0.24% of portfolio
|
Q2 2025
Reduced 38.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
2,409
shares
|
$341,909
0.0% of portfolio
|
Q1 2025
Added 19.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,398
shares
|
$340,348
0.0% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,298
shares
|
$326,155
0.01% of portfolio
|
Q2 2025
Added 20.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,257
shares
|
$320,336
0.0% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
2,100
shares
|
$298,053
0.03% of portfolio
|
Q4 2023
Reduced 47.22%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,093
shares
|
$297,059
0.0% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
2,037
shares
|
$289,111
0.0% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,959
shares
|
$278,040
0.05% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,933
shares
|
$274,350
0.04% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
1,867
shares
|
$264,983
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
1,854
shares
|
$263,138
0.02% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,750
shares
|
$248,377
0.0% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
1,738
shares
|
$246,674
0.01% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
1,670
shares
|
$237,023
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,494
shares
|
$212,043
0.0% of portfolio
|
Q2 2025
Reduced 0.53%
|