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Vanguard Russell 2000 Value ETF (VTWV) Institutional Ownership

Vanguard Russell 2000 Value ETF logo
$153.07 +0.75 (+0.49%)
(As of 10:08 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$30.64M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$21.57M
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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
11/18/2024 Virtue 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%
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%
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%
10/22/2024 Private Advisor Group LLC6,568$966K0.0%-28.5%0.118%
10/21/2024 Rodgers & Associates LTD17,502$2.58M0.3%-0.6%0.314%
10/21/2024 Evernest 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%
10/16/2024 Cornerstone Wealth Management LLC2,246$331K0.0%-11.4%0.040%
10/16/2024 Gleason Group Inc.747$110K0.0%+159.4%0.013%
10/7/2024 Miracle Mile Advisors LLC7,056$1.04M0.0%-1.7%0.127%
8/22/2024 Cetera Investment Advisers26,414$3.54M0.0%+9.1%0.494%
8/21/2024 Truist Financial Corp4,070$546K0.0%-8.5%0.076%
8/16/2024 Northwestern Mutual Wealth Management Co.1,769$237K0.0%+10.6%0.033%
8/16/2024 MidWestOne Financial Group Inc.3,906$524K0.1%+7.9%0.073%
8/14/2024 Bank of Montreal Can4,246$590K0.0%-11.8%0.079%
8/12/2024 Carolinas Wealth Consulting LLC21,855$2.94M0.5%-2.5%0.409%
8/10/2024 Plancorp LLC4,633$621K0.0%-43.8%0.087%
8/9/2024 Wealth Dimensions Group Ltd.14,204$1.90M0.5%-1.1%0.265%
8/9/2024 Tennessee Valley Asset Management Partners3,518$472K0.1%N/A0.066%
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8/8/2024 Envestnet Asset Management Inc.14,373$1.93M0.0%+3.0%0.269%
8/6/2024 Savant Capital LLC52,110$6.99M0.1%-2.3%0.974%
8/5/2024 Private Advisor Group LLC9,191$1.23M0.0%-5.0%0.172%
8/5/2024 Farmers & Merchants Investments Inc.746$100K0.0%N/A0.014%
8/2/2024 Vance Wealth Inc.2,944$395K0.2%+4.7%0.055%
8/2/2024 Vawter Financial Ltd.3,345$448K0.3%-15.2%0.063%
8/2/2024 Allegheny Financial Group LTD4,402$590K0.2%+19.2%0.082%
7/31/2024Commonwealth Equity Services LLC13,684$1.84M0.0%+2.5%0.256%
7/26/2024 1900 Wealth Management LLC6,130$822K0.1%-18.3%0.115%
7/26/2024 Harbour Investments Inc.1,086$146K0.0%-30.8%0.020%
7/26/2024 Cambridge Investment Research Advisors Inc.9,083$1.22M0.0%+1.2%0.170%
7/26/2024 Bank of New York Mellon Corp1,780$239K0.0%+4.7%0.033%
7/26/2024 Bailard Inc.1,522$204K0.0%-43.9%0.028%
7/25/2024 Institute for Wealth Management LLC.21,501$2.88M0.4%+96.2%0.402%
7/25/2024 Red 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%
7/16/2024 Envestnet Portfolio Solutions Inc.4,563$612K0.0%-13.9%0.085%
7/16/2024 ORG Partners LLC1,114$148K0.0%N/A0.021%
7/16/2024 TRUE 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%
7/15/2024 Fifth Third Securities Inc.10,794$1.45M0.1%-5.3%0.202%
7/12/2024 McLean Asset Management Corp4,453$598K0.2%-9.2%0.083%
7/10/2024 CWM LLC790$106K0.0%N/A0.015%
5/24/2024Cetera Advisors LLC2,183$305K0.0%N/A0.037%
5/24/2024 Cetera Investment Advisers24,202$3.38M0.0%N/A0.414%
5/16/2024 Silvercrest Asset Management Group LLC13,338$1.87M0.0%-38.5%0.228%
5/9/2024 SageView Advisory Group LLC9,473$1.33M0.1%N/A0.162%
5/8/2024 Avantax Advisory Services Inc.2,026$283K0.0%-7.5%0.035%
5/7/2024 Allegheny Financial Group LTD3,693$516K0.2%-27.7%0.063%
5/7/2024 Oppenheimer & Co. Inc.4,423$618K0.0%+2.2%0.076%
5/6/2024 Envestnet 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%
4/30/2024 Perigon Wealth Management LLC1,783$249K0.0%+12.4%0.030%
4/29/2024Commonwealth Equity Services LLC13,347$1.87M0.0%+25.9%0.228%
4/29/2024 RWA 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%
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%
4/24/2024 1900 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%
4/18/2024 Congress 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%
4/18/2024 Fifth 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%
4/10/2024 McLean Asset Management Corp4,905$676K0.2%+5.6%0.084%
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4/2/2024 LBJ Family Wealth Advisors Ltd.10,721$1.50M1.0%+1.8%0.178%
2/15/2024 Bragg Financial Advisors Inc89,284$12.19M0.6%-1.8%1.481%
2/13/2024 Vawter Financial Ltd.3,945$539K0.4%+2.5%0.065%
2/13/2024 Carolinas Wealth Consulting LLC21,717$2.97M0.5%+4.9%0.360%
2/12/2024 Roundview Capital LLC6,179$844K0.1%-39.3%0.102%
2/9/2024 Advisory Services Network LLC4,137$565K0.0%N/A0.069%
2/9/2024 Commerce Bank10,360$1.42M0.0%-67.7%0.172%
2/9/2024 Wealth Dimensions Group Ltd.14,497$1.98M0.6%-5.6%0.240%
2/9/2024 Corient Private Wealth LLC7,430$1.02M0.0%-15.3%0.123%
2/8/2024 Allegheny Financial Group LTD5,107$698K0.2%+59.9%0.085%
(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, 124 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 Private Advisor Group LLC ($28.74K).

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

Institutional investors have bought a total of 906,484 shares in the last 24 months. This purchase volume represents approximately $136.37M in transactions.

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

Of the 65 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), LBJ Family Wealth Advisors Ltd. ($136.61K), AFG Fiduciary Services Limited Partnership ($37.85K), Crestone Asset Management LLC ($29.66K), Miracle Mile Advisors LLC ($24.82K), Commerce Bank ($24.13K), and Private Advisor Group LLC ($20.39K).

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

Institutional investors have sold a total of 722,444 shares in the last 24 months. This volume of shares sold represents approximately $118.12M in transactions.



This page (NASDAQ:VTWV) was last updated on 11/21/2024 by MarketBeat.com Staff
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