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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
386,721
shares
|
$54.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.82%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
186,497
shares
|
$26.5 Million
0.1% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
150,323
shares
|
$21.3 Million
0.0% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
117,989
shares
|
$16.7 Million
0.01% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
96,520
shares
|
$13.7 Million
0.03% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
88,750
shares
|
$12.6 Million
0.45% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
79,621
shares
|
$11.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
57,184
shares
|
$8.12 Million
1.69% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
54,256
shares
|
$7.7 Million
0.08% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
52,804
shares
|
$7.49 Million
1.13% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
51,294
shares
|
$7.28 Million
1.37% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
48,924
shares
|
$6.94 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
43,992
shares
|
$6.24 Million
0.7% of portfolio
|
Q1 2025
Added 106.15%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
40,889
shares
|
$5.8 Million
0.15% of portfolio
|
Q2 2025
Added 100.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
39,461
shares
|
$5.6 Million
0.0% of portfolio
|
Q2 2025
Added 44.76%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
38,953
shares
|
$5.53 Million
0.07% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
36,596
shares
|
$5.19 Million
0.01% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
35,611
shares
|
$5.05 Million
0.03% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
30,514
shares
|
$4.33 Million
0.0% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
27,497
shares
|
$3.9 Million
0.0% of portfolio
|
Q2 2025
Added 55.7%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,104
shares
|
$3.85 Million
0.03% of portfolio
|
Q2 2025
Added 22.0%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
25,182
shares
|
$3.57 Million
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
24,671
shares
|
$3.5 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
|
$3.48 Million
0.01% of portfolio
|
Q3 2023
Added 0.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
22,664
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.25%
|