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 |
|---|---|---|---|---|---|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
2,556
shares
|
$393,010
0.13% of portfolio
|
Q1 2025
Reduced 33.02%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,528
shares
|
$388,705
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
2,507
shares
|
$385,476
0.01% of portfolio
|
Q3 2025
Reduced 41.94%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
2,493
shares
|
$383,323
0.23% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
2,443
shares
|
$375,635
0.12% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
2,424
shares
|
$372,714
0.02% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,420
shares
|
$372,099
0.0% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
2,369
shares
|
$364,257
0.1% of portfolio
|
Q3 2025
Reduced 49.11%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,342
shares
|
$360,105
0.0% of portfolio
|
Q3 2025
Added 33.83%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,298
shares
|
$353,340
0.01% of portfolio
|
Q2 2025
Added 20.63%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
2,228
shares
|
$342,577
0.1% of portfolio
|
Q3 2025
Reduced 26.0%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
2,100
shares
|
$322,896
0.04% of portfolio
|
Q4 2023
Reduced 47.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,053
shares
|
$315,669
0.0% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,985
shares
|
$305,213
0.0% of portfolio
|
Q3 2025
Reduced 17.6%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,959
shares
|
$301,215
0.05% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
1,915
shares
|
$294,450
0.04% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,903
shares
|
$292,605
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
1,874
shares
|
$288,146
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
1,854
shares
|
$285,071
0.02% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,783
shares
|
$274,154
0.0% of portfolio
|
Q3 2025
Added 57.23%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,738
shares
|
$267,234
0.01% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
1,670
shares
|
$256,779
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,492
shares
|
$229,409
0.0% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,143
shares
|
$175,747
0.0% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,070
shares
|
$164,523
0.04% of portfolio
|
Q3 2025
Added 3.08%
|
|