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Vanguard Russell 2000 Value ETF (VTWV) Institutional Ownership

Vanguard Russell 2000 Value ETF logo
$149.24 +2.08 (+1.41%)
As of 03:54 PM Eastern

Institutional Ownership Changes (13F Filings) for Vanguard Russell 2000 Value ETF (NASDAQ:VTWV)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$28.55M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$21.10M
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VTWV Institutional Buying and Selling by Quarter

Vanguard Russell 2000 Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Rodgers & Associates LTD16,697$2.42M0.3%-4.6%0.294%
1/21/2025Cornerstone 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%
12/26/2024JPMorgan Chase & Co.28,868$4.25M0.0%+4.5%0.518%
11/27/2024Franklin 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%
11/15/2024MidWestOne Financial Group Inc.5,970$878K0.1%+52.8%0.107%
11/15/2024MML Investors Services LLC3,307$487K0.0%+2.7%0.059%
11/15/2024Stifel Financial Corp8,280$1.22M0.0%-9.8%0.149%
11/15/2024HighTower Advisors LLC21,532$3.17M0.0%-4.2%0.387%
11/14/2024Kiely Wealth Advisory Group Inc.2,710$425K0.3%-2.8%0.049%
11/14/2024TRUE Private Wealth Advisors2,010$296K0.0%+11.7%0.036%
11/14/2024Rockefeller Capital Management L.P.80,124$11.79M0.0%-1.1%1.438%
11/13/2024Freedom Investment Management Inc.5,525$813K0.1%-8.3%0.099%
11/13/2024Private Trust Co. NA284$42K0.0%+468.0%0.005%
11/8/2024Commerce Bank7,745$1.14M0.0%-8.7%0.139%
11/8/2024Vance Wealth Inc.3,136$461K0.2%+6.5%0.056%
11/7/2024Pathstone Holdings LLC157,302$23.15M0.1%+2.9%2.824%
11/6/2024Vawter Financial Ltd.3,261$480K0.3%-2.5%0.059%
11/6/2024Oppenheimer & Co. Inc.4,803$707K0.0%+1.8%0.086%
11/5/2024Northwest Wealth Management LLC1,541$227K0.1%N/A0.028%
11/4/20241900 Wealth Management LLC7,501$1.05M0.1%+22.4%0.135%
10/31/2024Jmac Enterprises LLC23,786$3.50M0.6%+2.6%0.427%
10/30/2024Red Cedar Investment Management LLC28,483$4.19M0.5%+1.0%0.511%
10/29/2024Centennial Bank AR1,697$250K0.1%N/A0.030%
10/28/2024Creative Financial Designs Inc. ADV944$139K0.0%+14.4%0.017%
10/24/2024 IVC Wealth Advisors LLC8,680$1.28M0.7%+4.5%0.156%
10/24/2024 Wealth Enhancement Advisory Services LLC5,283$777K0.0%+16.3%0.095%
10/22/2024Private Advisor Group LLC6,568$966K0.0%-28.5%0.118%
10/21/2024Rodgers & Associates LTD17,502$2.58M0.3%-0.6%0.314%
10/21/2024Evernest Financial Advisors LLC1,400$206K0.1%-17.6%0.025%
10/18/2024WestHill Financial Advisors Inc.54,106$7.96M1.8%+1.3%0.971%
10/18/2024Raymond James & Associates15,775$2.32M0.0%+0.6%0.283%
10/16/2024Cornerstone Wealth Management LLC2,246$331K0.0%-11.4%0.040%
10/16/2024 Gleason Group Inc.747$110K0.0%+159.4%0.013%
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10/7/2024 Miracle Mile Advisors LLC7,056$1.04M0.0%-1.7%0.127%
8/22/2024Cetera Investment Advisers26,414$3.54M0.0%+9.1%0.494%
8/21/2024Truist Financial Corp4,070$546K0.0%-8.5%0.076%
8/16/2024Northwestern Mutual Wealth Management Co.1,769$237K0.0%+10.6%0.033%
8/16/2024MidWestOne Financial Group Inc.3,906$524K0.1%+7.9%0.073%
8/14/2024Bank of Montreal Can4,246$590K0.0%-11.8%0.079%
8/12/2024Carolinas Wealth Consulting LLC21,855$2.94M0.5%-2.5%0.409%
8/10/2024Plancorp LLC4,633$621K0.0%-43.8%0.087%
8/9/2024Wealth Dimensions Group Ltd.14,204$1.90M0.5%-1.1%0.265%
8/9/2024Tennessee Valley Asset Management Partners3,518$472K0.1%N/A0.066%
8/8/2024Envestnet Asset Management Inc.14,373$1.93M0.0%+3.0%0.269%
8/6/2024Savant Capital LLC52,110$6.99M0.1%-2.3%0.974%
8/5/2024Private Advisor Group LLC9,191$1.23M0.0%-5.0%0.172%
8/5/2024Farmers & Merchants Investments Inc.746$100K0.0%N/A0.014%
8/2/2024Vance Wealth Inc.2,944$395K0.2%+4.7%0.055%
8/2/2024Vawter Financial Ltd.3,345$448K0.3%-15.2%0.063%
8/2/2024Allegheny Financial Group LTD4,402$590K0.2%+19.2%0.082%
7/31/2024Commonwealth Equity Services LLC13,684$1.84M0.0%+2.5%0.256%
7/26/20241900 Wealth Management LLC6,130$822K0.1%-18.3%0.115%
7/26/2024Harbour Investments Inc.1,086$146K0.0%-30.8%0.020%
7/26/2024Cambridge Investment Research Advisors Inc.9,083$1.22M0.0%+1.2%0.170%
7/26/2024Bank of New York Mellon Corp1,780$239K0.0%+4.7%0.033%
7/26/2024Bailard Inc.1,522$204K0.0%-43.9%0.028%
7/25/2024Institute for Wealth Management LLC.21,501$2.88M0.4%+96.2%0.402%
7/25/2024Red Cedar Investment Management LLC28,202$3.78M0.5%-25.0%0.527%
7/19/2024WestHill Financial Advisors Inc.53,417$7.16M1.7%+0.3%0.998%
7/19/2024Raymond James & Associates15,687$2.10M0.0%+1.1%0.293%
7/17/2024 Phoenix Wealth Advisors16,975$2.28M1.1%+6.1%0.317%
7/17/2024 AdvisorNet Financial Inc16,877$2.26M0.2%+17.5%0.315%
7/16/2024Envestnet Portfolio Solutions Inc.4,563$612K0.0%-13.9%0.085%
7/16/2024 ORG Partners LLC1,114$148K0.0%N/A0.021%
7/16/2024TRUE Private Wealth Advisors1,800$241K0.0%+14.3%0.034%
7/16/2024 IVC Wealth Advisors LLC8,310$1.11M0.6%-4.6%0.155%
7/16/2024 Wealth Enhancement Advisory Services LLC4,543$609K0.0%+44.3%0.085%
7/15/2024Fifth Third Securities Inc.10,794$1.45M0.1%-5.3%0.202%
7/12/2024McLean Asset Management Corp4,453$598K0.2%-9.2%0.083%
7/10/2024CWM LLC790$106K0.0%N/A0.015%
5/24/2024Cetera Advisors LLC2,183$305K0.0%N/A0.037%
5/24/2024Cetera Investment Advisers24,202$3.38M0.0%N/A0.414%
5/16/2024Silvercrest Asset Management Group LLC13,338$1.87M0.0%-38.5%0.228%
5/9/2024SageView Advisory Group LLC9,473$1.33M0.1%N/A0.162%
5/8/2024Avantax Advisory Services Inc.2,026$283K0.0%-7.5%0.035%
5/7/2024Allegheny Financial Group LTD3,693$516K0.2%-27.7%0.063%
5/7/2024Oppenheimer & Co. Inc.4,423$618K0.0%+2.2%0.076%
5/6/2024Envestnet Portfolio Solutions Inc.5,298$741K0.0%-62.5%0.091%
5/1/2024 Janney Montgomery Scott LLC4,572$639K0.0%-11.7%0.078%
4/30/2024Perigon Wealth Management LLC1,783$249K0.0%+12.4%0.030%
4/29/2024Commonwealth Equity Services LLC13,347$1.87M0.0%+25.9%0.228%
4/29/2024RWA Wealth Partners LLC38,037$5.32M0.1%+0.8%0.650%
4/27/2024 Phoenix Wealth Advisors15,998$2.24M1.4%+13.4%0.273%
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4/26/2024Crestone Asset Management LLC149,807$20.95M4.2%+18.9%2.561%
4/25/2024WestHill Financial Advisors Inc.53,253$7.45M1.8%+4.2%0.910%
4/24/20241900 Wealth Management LLC7,501$1.05M0.1%-25.1%0.128%
4/19/2024 IVC Wealth Advisors LLC8,713$1.22M0.7%-3.2%0.149%
4/18/2024Congress Wealth Management LLC DE56,181$7.86M0.1%+0.8%0.960%
4/18/2024 Miracle Mile Advisors LLC7,195$1.01M0.0%-18.4%0.123%
4/18/2024Fifth Third Securities Inc.11,395$1.59M0.2%-0.9%0.195%
4/15/2024 Wealthcare Advisory Partners LLC2,900$406K0.0%+4.1%0.050%
4/12/2024 AdvisorNet Financial Inc14,359$2.01M0.2%+15.8%0.245%
4/10/2024McLean Asset Management Corp4,905$676K0.2%+5.6%0.084%
(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, 127 institutional investors and hedge funds held shares of Vanguard Russell 2000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($57.74M), Pathstone Holdings LLC ($23.15M), Crestone Asset Management LLC ($20.95M), Bragg Financial Advisors Inc ($12.19M), Rockefeller Capital Management L.P. ($11.79M), Virtue Capital Management LLC ($10.66M), and LPL Financial LLC ($9.39M).Learn more on VTWV's institutional investors.

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

Of the 97 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. ($284.89K), Congress Wealth Management LLC DE ($56.24K), Crestone Asset Management LLC ($45.61K), Moran Wealth Management LLC ($41.57K), Virtue Capital Management LLC ($39.63K), RWA Wealth Partners LLC ($38.04K), and LPL Financial LLC ($28.63K).

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

Institutional investors have bought a total of 909,083 shares in the last 24 months. This purchase volume represents approximately $136.39M in transactions.

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

Of the 66 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), Crestone Asset Management LLC ($29.66K), Miracle Mile Advisors LLC ($26.57K), Commerce Bank ($24.13K), Private Advisor Group LLC ($20.39K), and 1900 Wealth Management LLC ($13.94K).

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

Institutional investors have sold a total of 589,639 shares in the last 24 months. This volume of shares sold represents approximately $85.29M in transactions.



This page (NASDAQ:VTWV) was last updated on 1/21/2025 by MarketBeat.com Staff
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