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Vanguard Russell 2000 Value ETF (VTWV) Institutional Ownership

Vanguard Russell 2000 Value ETF logo
$142.95 -3.29 (-2.25%)
As of 02/21/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Russell 2000 Value ETF (NASDAQ:VTWV)

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$54.64M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$16.01M
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VTWV Institutional Buying and Selling by Quarter

Vanguard Russell 2000 Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2025Michels Family Financial LLC4,475$647K0.6%N/A0.079%
2/18/2025 MidWestOne Financial Group Inc.7,957$1.15M0.2%+33.3%0.140%
2/18/2025 Focus Partners Advisor Solutions LLC1,914$277K0.0%+13.9%0.034%
2/18/2025 Note Advisors LLC4,810$696K0.6%N/A0.085%
2/17/2025 Waverly Advisors LLC1,954$283K0.0%N/A0.034%
2/17/2025 Two Sigma Investments LP24,200$3.50M0.0%N/A0.427%
2/17/2025 Silvercrest Asset Management Group LLC22,946$3.32M0.0%+86.9%0.405%
2/17/2025 Pathstone Holdings LLC163,028$23.58M0.1%+3.6%2.875%
2/17/2025 Investor s Fiduciary Advisor Network LLC3,816$551K0.2%N/A0.067%
2/17/2025 Guardian Wealth Advisors LLC NC1,127$163K0.0%N/A0.020%
2/17/2025 Cetera Investment Advisers30,212$4.37M0.0%+6.8%0.533%
2/17/2025 Baird Financial Group Inc.12,384$1.79M0.0%+0.6%0.218%
2/17/2025 Bank of America Corp DE452,691$65.46M0.0%+0.2%7.984%
2/17/2025 Ameriprise Financial Inc.91,089$13.18M0.0%-6.6%1.607%
2/17/2025 Aptus Capital Advisors LLC1,227$177K0.0%+1,127.0%0.022%
2/17/2025 Allegheny Financial Group5,721$827K0.2%+21.5%0.101%
2/14/2025 Mercer Global Advisors Inc. ADV2,782$402K0.0%N/A0.049%
2/14/2025 Jane Street Group LLC2,830$409K0.0%N/A0.050%
2/14/2025 Comerica Bank1,504$217K0.0%-4.5%0.027%
2/14/2025 Lido Advisors LLC1,802$261K0.0%-4.7%0.032%
2/14/2025 Susquehanna International Group LLP15,430$2.23M0.0%-54.1%0.272%
2/14/2025 Stifel Financial Corp7,550$1.09M0.0%-8.8%0.133%
2/14/2025 Commerce Bank14,756$2.13M0.0%+90.5%0.260%
2/13/2025 Verisail Partners LLC4,621$668K0.3%N/A0.081%
2/13/2025 Mariner LLC3,465$501K0.0%+5.7%0.061%
2/13/2025 Bragg Financial Advisors Inc84,801$12.26M0.5%-2.6%1.496%
2/13/2025 Rockefeller Capital Management L.P.86,588$12.52M0.0%+8.1%1.527%
2/13/2025 Sterling Capital Management LLC1,644$238K0.0%+55.8%0.029%
2/13/2025 TRUE Private Wealth Advisors2,110$305K0.0%+5.0%0.037%
2/13/2025 Raymond James Financial Inc.22,680$3.28M0.0%N/A0.400%
2/13/2025 Envestnet Asset Management Inc.10,851$1.57M0.0%-28.0%0.191%
2/13/2025 Wells Fargo & Company MN25,376$3.67M0.0%-2.4%0.448%
2/12/2025 RWA Wealth Partners LLC36,032$5.21M0.1%-2.6%0.635%
2/12/2025 JPMorgan Chase & Co.28,061$4.06M0.0%-2.8%0.495%
2/12/2025 Potentia Wealth24,982$3.61M1.6%N/A0.441%
2/11/2025 Congress Wealth Management LLC DE 55,196$7.98M0.1%-0.5%0.973%
2/11/2025 LPL Financial LLC106,562$15.41M0.0%+11.0%1.879%
2/11/2025 Plancorp LLC4,507$652K0.0%-2.3%0.079%
2/11/2025 Oxford Financial Group LTD. LLC541$78K0.0%N/A0.010%
2/10/2025 Envestnet Portfolio Solutions Inc.4,550$658K0.0%+2.8%0.080%
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2/10/2025 Northwest Wealth Management LLC1,775$257K0.1%+15.2%0.031%
2/10/2025 Carl Stuart Investment Advisor Inc.54,551$7.89M4.2%N/A0.962%
2/10/2025 Commonwealth Equity Services LLC12,632$1.83M0.0%+6.6%0.223%
2/7/2025 Sequoia Financial Advisors LLC1,990$288K0.0%+10.3%0.035%
2/7/2025 HighTower Advisors LLC21,204$3.07M0.0%-1.5%0.374%
2/7/2025 Johnson Investment Counsel Inc.6,965$1.01M0.0%N/A0.123%
2/7/2025 Rialto Wealth Management LLC3,054$442K0.1%N/A0.054%
2/7/2025 AMG National Trust Bank7,531$1.09M0.0%N/A0.133%
2/7/2025 Berkshire Asset Management LLC PA16,252$2.41M0.1%-21.0%0.287%
2/6/2025 Raymond James Financial Inc.22,680$3.28M0.0%N/A0.400%
2/5/2025 SVB Wealth LLC3,192$462K0.0%N/A0.056%
2/5/2025 Parkside Financial Bank & Trust8,088$1.17M0.2%-18.1%0.143%
2/4/2025 FourThought Financial Partners LLC7,367$1.07M0.1%+4.1%0.130%
2/3/2025 Jordan Park Group LLC9,913$1.43M0.1%+10.1%0.175%
2/3/2025 Private Advisor Group LLC6,118$885K0.0%-6.9%0.108%
1/31/2025 WestHill Financial Advisors Inc.55,340$8.00M1.8%+2.3%0.976%
1/31/2025 Atria Wealth Solutions Inc.4,999$723K0.0%+6.1%0.088%
1/31/2025 Truist Financial Corp3,407$493K0.0%+18.1%0.060%
1/30/2025 Red Cedar Investment Management LLC19,109$2.76M0.3%-32.9%0.337%
1/29/2025 Jmac Enterprises LLC23,993$3.47M0.5%+0.9%0.423%
1/29/2025 Savant Capital LLC51,022$7.38M0.1%-0.8%0.900%
1/28/2025 1900 Wealth Management LLC4,115$595K0.0%-32.5%0.073%
1/23/2025 Institute for Wealth Management LLC.21,340$3.09M0.4%-1.1%0.376%
1/23/2025 Fifth Third Securities Inc.10,311$1.49M0.1%-2.5%0.182%
1/23/2025 Stordahl Capital Management Inc.2,722$394K0.1%-6.6%0.048%
1/23/2025 Synergy Asset Management LLC350$52K0.0%N/A0.006%
1/23/2025 Nvest Financial LLC1,559$225K0.1%N/A0.027%
1/22/2025 Perigon Wealth Management LLC2,680$393K0.0%+14.3%0.047%
1/22/2025 McLean Asset Management Corp4,560$659K0.2%+2.7%0.080%
1/21/2025 Rodgers & Associates LTD16,697$2.42M0.3%-4.6%0.294%
1/21/2025 Cornerstone Wealth Management LLC2,588$374K0.0%+15.2%0.046%
1/17/2025 IVC Wealth Advisors LLC8,600$1.24M0.7%-0.9%0.152%
1/17/2025 Bartlett & CO. Wealth Management LLC19,555$2.83M0.0%-9.7%0.345%
1/17/2025 Phoenix Wealth Advisors20,709$3.00M1.3%+10.4%0.365%
1/17/2025 Atomi Financial Group Inc.1,821$263K0.0%N/A0.032%
1/13/2025 AdvisorNet Financial Inc18,592$2.69M0.2%+5.6%0.328%
1/13/2025 Miracle Mile Advisors LLC5,307$767K0.0%-24.8%0.094%
12/26/2024 JPMorgan Chase & Co.28,868$4.25M0.0%+4.5%0.518%
11/27/2024 Franklin Resources Inc.25,052$3.69M0.0%-0.9%0.450%
11/18/2024Virtue Capital Management LLC72,468$10.66M2.1%+17.4%1.301%
11/15/2024 MidWestOne Financial Group Inc.5,970$878K0.1%+52.8%0.107%
11/15/2024 MML Investors Services LLC3,307$487K0.0%+2.7%0.059%
11/15/2024 Stifel Financial Corp8,280$1.22M0.0%-9.8%0.149%
11/15/2024 HighTower Advisors LLC21,532$3.17M0.0%-4.2%0.387%
11/14/2024 Kiely Wealth Advisory Group Inc.2,710$425K0.3%-2.8%0.049%
11/14/2024 TRUE Private Wealth Advisors2,010$296K0.0%+11.7%0.036%
11/14/2024 Rockefeller Capital Management L.P.80,124$11.79M0.0%-1.1%1.438%
11/13/2024 Freedom Investment Management Inc.5,525$813K0.1%-8.3%0.099%
11/13/2024 Private Trust Co. NA284$42K0.0%+468.0%0.005%
11/8/2024 Commerce Bank7,745$1.14M0.0%-8.7%0.139%
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11/8/2024 Vance Wealth Inc.3,136$461K0.2%+6.5%0.056%
11/7/2024 Pathstone Holdings LLC157,302$23.15M0.1%+2.9%2.824%
11/6/2024 Vawter Financial Ltd.3,261$480K0.3%-2.5%0.059%
11/6/2024 Oppenheimer & Co. Inc.4,803$707K0.0%+1.8%0.086%
11/5/2024 Northwest Wealth Management LLC1,541$227K0.1%N/A0.028%
11/4/2024 1900 Wealth Management LLC7,501$1.05M0.1%+22.4%0.135%
10/31/2024 Jmac Enterprises LLC23,786$3.50M0.6%+2.6%0.427%
10/30/2024 Red Cedar Investment Management LLC28,483$4.19M0.5%+1.0%0.511%
10/29/2024 Centennial Bank AR1,697$250K0.1%N/A0.030%
10/28/2024 Creative Financial Designs Inc. ADV944$139K0.0%+14.4%0.017%
(Data available from 1/1/2016 forward)

VTWV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTWV shares?

During the previous two years, 148 institutional investors and hedge funds held shares of Vanguard Russell 2000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($65.46M), Pathstone Holdings LLC ($23.58M), Crestone Asset Management LLC ($20.95M), LPL Financial LLC ($15.41M), Ameriprise Financial Inc. ($13.18M), Rockefeller Capital Management L.P. ($12.52M), and Bragg Financial Advisors Inc ($12.26M).Learn more on VTWV's institutional investors.

Which institutional investors have been buying Vanguard Russell 2000 Value ETF stock?

Of the 112 institutional investors that purchased Vanguard Russell 2000 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($279.54K), Carl Stuart Investment Advisor Inc. ($67.55K), Congress Wealth Management LLC DE ($56.24K), Crestone Asset Management LLC ($45.61K), Raymond James Financial Inc. ($45.36K), Virtue Capital Management LLC ($39.63K), and RWA Wealth Partners LLC ($38.04K).

How much institutional buying is happening at Vanguard Russell 2000 Value ETF?

Institutional investors have bought a total of 1,036,504 shares in the last 24 months. This purchase volume represents approximately $142.43M in transactions.

Which Vanguard Russell 2000 Value ETF major shareholders have been selling company stock?

Of the 74 institutional investors that sold Vanguard Russell 2000 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Citizens Bank & Trust Co. ($271.23K), AFG Fiduciary Services Limited Partnership ($37.85K), Miracle Mile Advisors LLC ($26.57K), Commerce Bank ($24.13K), Red Cedar Investment Management LLC ($21.84K), Private Advisor Group LLC ($20.84K), and Susquehanna International Group LLP ($18.22K).

How much institutional selling is happening at Vanguard Russell 2000 Value ETF?

Institutional investors have sold a total of 610,436 shares in the last 24 months. This volume of shares sold represents approximately $84.99M in transactions.


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This page (NASDAQ:VTWV) was last updated on 2/22/2025 by MarketBeat.com Staff
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