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 2.56 Million shares, which have been reported (via 13F filing form) to have a value of $327 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
433,635
shares
|
$55.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
172,778
shares
|
$22 Million
0.1% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
132,157
shares
|
$16.8 Million
0.0% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
111,571
shares
|
$14.2 Million
0.01% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
92,046
shares
|
$11.7 Million
0.03% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
85,280
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
84,759
shares
|
$10.8 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
58,898
shares
|
$7.51 Million
0.97% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
57,106
shares
|
$7.28 Million
1.74% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
54,149
shares
|
$6.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
53,782
shares
|
$6.85 Million
1.18% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
50,484
shares
|
$6.43 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
43,992
shares
|
$5.61 Million
0.77% of portfolio
|
Q1 2025
Added 106.15%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
36,793
shares
|
$4.69 Million
0.06% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
36,160
shares
|
$4.61 Million
0.01% of portfolio
|
Q1 2025
Added 19.69%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
34,851
shares
|
$4.44 Million
0.02% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
29,236
shares
|
$3.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
27,260
shares
|
$3.47 Million
0.0% of portfolio
|
Q1 2025
Added 20.19%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
27,000
shares
|
$3.44 Million
0.01% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
26,743
shares
|
$3.41 Million
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
25,033
shares
|
$3.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
24,671
shares
|
$3.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,492
shares
|
$3.12 Million
0.01% of portfolio
|
Q3 2023
Added 0.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,058
shares
|
$3.07 Million
0.0% of portfolio
|
Q1 2025
Added 55.92%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
22,217
shares
|
$2.83 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.18%
|