Vanguard Russell 2000 GrowthVTWGETF

13F holders, Q3 2024 (September 30)
151holders +7
12new positions
8sold out
$207.18avg. 13F price*

At the end of Q3 2024, 151 institutions reported holding Vanguard Russell 2000 Growth (VTWG) in their 13F filings, up 7 from Q2 2024. 12 opened new positions and 8 sold out. The largest holders were Westwood Holdings Group Inc. ($75.2M), Bank of America Corp. ($62.3M) and Pathstone Holdings, LLC ($35.0M).

Company
Vanguard Russell 2000 Growth
CUSIP
92206C623
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 146Q1 2024Q2 2024: 144Q2 2024Q3 2024: 151Q3 2024Q4 2024: 164Q4 2024Q1 2025: 158Q1 2025Q2 2025: 162Q2 2025Q3 2025: 167Q3 2025Q4 2025: 192Q4 2025Q1 2026: 204Q1 2026Q2 2026: 222Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions12$2.8M
Exits8$4.6M

All 13F filers, Q2 2024 → Q3 2024: 113,372 shares bought and 63,957 shares sold, net +49,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 151 holders

Westwood Holdings Group Inc. 0.58% Add +0.9% 362,930 $75.2M
Bank of America Corp. 0.01% Add +1.4% 300,388 $62.3M
Pathstone Holdings, LLC 0.16% Add +0.9% 169,084 $35.0M
Cetera Investment Advisers 0.06% Add +0.8% 136,731 $28.3M
Assetmark, Inc. 0.07% Reduce -0.1% 124,659 $25.8M
Morgan Stanley 0.00% Add +9.9% 90,190 $18.7M
LJI Wealth Management, LLC 2.62% Add +3.8% 61,719 $12.8M
LPL Financial LLC 0.01% Add +4.4% 59,451 $12.3M
Ameriprise Financial Inc. 0.00% Add +1.7% 58,792 $12.2M
Virtue Capital Management, LLC 2.34% Add +15.7% 56,487 $11.7M
Silvercrest Asset Management Group LLC 0.08% Add +0.3% 55,719 $11.5M
CW Advisors, LLC 0.15% Reduce -3.6% 54,217 $11.2M
UBS Group AG 0.00% Add +44.5% 53,154 $11.0M
Osaic Holdings, Inc. 0.02% Reduce -1.4% 52,654 $10.9M
Envestnet Asset Management Inc. 0.00% Add +23.2% 45,186 $9.4M
Wells Fargo & Company 0.00% Add +0.8% 42,499 $8.8M
WestHill Financial Advisors, Inc. 1.84% Add +1.9% 39,482 $8.2M
Rockefeller Capital Management L.P. 0.02% Reduce -1.6% 38,613 $8.0M
HighTower Advisors, LLC 0.01% Reduce -0.3% 34,188 $7.1M
Kestra Advisory Services, LLC 0.04% Reduce -1.8% 32,475 $6.7M
Riversedge Advisors, LLC 1.20% Reduce -0.8% 25,421 $5.3M
Raymond James Financial Services Advisors, Inc. 0.01% Add +8.7% 23,585 $4.9M
TD Waterhouse Canada Inc. 0.04% Add +27.3% 22,622 $4.6M
Cwm, LLC 0.01% Add +4.6% 16,800 $3.5M
Truist Financial Corp. 0.01% Add +6.7% 16,301 $3.4M
Royal Bank of Canada 0.00% Reduce -26.7% 16,245 $3.4M
Fifth Third Securities, Inc. 0.30% Reduce -2.4% 15,111 $3.1M
Allegheny Financial Group 0.76% Reduce -1.9% 14,795 $3.1M
IVC Wealth Advisors LLC 1.63% Add +5.0% 14,404 $3.0M
Raymond James & Associates 0.00% Add +3.9% 13,742 $2.8M
Susquehanna International Group, LLP 0.00% Reduce -21.3% 13,480 $2.8M
Rwa Wealth Partners, LLC 0.03% Reduce -1.0% 13,073 $2.7M
Brown Advisory Inc. 0.00% Add +106.7% 12,914 $2.7M
Savant Capital, LLC 0.02% Reduce -1.7% 11,844 $2.5M
AdvisorNet Financial, Inc 0.18% Add +4.3% 11,384 $2.4M
Concurrent Investment Advisors, LLC 0.07% Add +90.8% 11,361 $2.4M
Deroy & Devereaux Private Investment Counsel Inc. 0.13% Reduce -9.2% 11,305 $2.3M
Clearstead Advisors, LLC 0.03% No change 9,983 $2.1M
Commonwealth Equity Services, LLC 0.00% Reduce -13.8% 9,768 $2.0M
Bragg Financial Advisors, Inc 0.08% Reduce -1.8% 9,149 $1.9M
JPMorgan Chase & Co. 0.00% Reduce -15.1% 9,053 $1.9M
Stifel Financial Corp. 0.00% Add +92.8% 9,040 $1.9M
Creative Planning 0.00% Add +6.2% 8,515 $1.8M
Equitable Holdings, Inc. 0.02% Reduce -4.2% 8,063 $1.7M
Goldman Sachs Group Inc. 0.00% Reduce -25.8% 8,058 $1.7M
Gladstone Institutional Advisory LLC 0.08% Reduce -4.5% 7,893 $1.6M
Parkside Financial Bank & Trust 0.21% Add +32.2% 7,255 $1.5M
Commerce Bank 0.01% Reduce -8.8% 7,204 $1.5M
Oppenheimer Asset Management Inc. 0.02% Reduce -9.1% 6,825 $1.4M
Janney Montgomery Scott LLC 0.00% Add +5.1% 6,653 $1.4M
MML Investors Services, LLC 0.01% Add +142.3% 6,607 $1.4M
Absolute Capital Management, LLC 0.76% New 6,200 $1.3M
Grey Fox Wealth Advisors, LLC 0.33% Add +49.3% 5,703 $1.2M
LBJ Family Wealth Advisors, Ltd. 0.70% Add +2.9% 5,661 $1.2M
Stratos Wealth Partners, LTD. 0.02% Add +9.2% 5,297 $1.1M
FourThought Financial Partners, LLC 0.12% Add +4.5% 4,922 $1.0M
American Financial & Tax Strategies Inc. 0.47% Reduce -2.5% 4,486 $930K
Comerica Bank 0.00% Add +13.9% 4,410 $914K
Private Advisor Group, LLC 0.01% Add +0.1% 4,381 $908K
Wolf Group Capital Advisors 0.39% Add +8.9% 4,656 $822K
Mather Group, Llc. 0.01% Reduce -13.7% 3,960 $821K
MIdWestOne Financial Group, Inc. 0.10% Add +30.6% 3,600 $746K
1900 Wealth Management LLC 0.06% Reduce -2.2% 3,589 $744K
Jane Street Group, LLC 0.00% Reduce -23.7% 3,585 $743K
Oppenheimer & Co. Inc. 0.01% Add +2.7% 3,581 $742K
Old Mission Capital LLC 0.02% Reduce -39.1% 3,579 $742K
Moneta Group Investment Advisors LLC 0.01% Add +0.0% 3,555 $737K
Carolinas Wealth Consulting LLC 0.13% Add +0.2% 3,550 $736K
NewEdge Advisors, LLC 0.00% Add +10.7% 3,459 $717K
Freedom Investment Management, Inc. 0.06% Reduce -7.3% 3,389 $702K
Prudential Financial Inc. 0.00% Add +4.7% 3,339 $692K
Chicago Partners Investment Group LLC 0.02% Add +1.7% 2,978 $614K
Curi Capital, LLC 0.01% No change 2,921 $605K
Waldron Private Wealth LLC 0.02% Reduce -4.4% 2,787 $578K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -11.4% 2,573 $533K
First Citizens Asset Management, Inc. 0.19% Reduce -6.0% 2,538 $526K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -6.0% 2,538 $526K
Captrust Financial Advisors 0.00% Add +10.1% 2,338 $485K
Hirtle & Co., LLC 0.02% No change 2,324 $482K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.6% 2,228 $462K
Roffman Miller Associates Inc. 0.03% Add +0.2% 2,146 $445K
FF Advisors,LLC 0.28% No change 2,065 $434K
Vance Wealth, LLC 0.16% Reduce -0.8% 2,057 $426K
Modera Wealth Management, LLC 0.01% Add +0.2% 2,008 $416K
Wealth Enhancement Advisory Services, LLC 0.00% Add +19.0% 1,983 $411K
Kuhn & Co Investment Counsel 0.30% Add +0.2% 1,687 $350K
Professional Advisory Services Inc. 0.04% No change 1,675 $347K
Kiely Wealth Advisory Group, Inc. 0.21% Add +0.1% 1,497 $337K
Concourse Financial Group Securities, Inc. 0.02% Add +0.0% 1,610 $334K
Cary Street Partners Investment Advisory LLC 0.01% Add +45.6% 1,607 $333K
Perigon Wealth Management, LLC 0.01% New 1,564 $324K
Embree Financial Group 0.06% No change 1,538 $319K
Cornerstone Wealth Management, LLC 0.02% Add +1.1% 1,473 $305K
Bank of New York Mellon Corp 0.00% Reduce -3.7% 1,442 $299K
Hyperion Partners, LLC 0.19% Add +0.3% 1,417 $294K
Institute for Wealth Management, LLC. 0.04% No change 1,388 $288K
Valued Retirements, Inc. 0.39% Add +5.1% 1,371 $284K
Sutton Place Investors LLC 0.16% No change 1,300 $269K
Compass Ion Advisors, LLC 0.03% Reduce -28.4% 1,281 $265K
Lido Advisors, LLC 0.00% Reduce -3.6% 1,239 $257K

"% of holder's portfolio" is VTWG's weight in each manager's 13F, not the share of Vanguard Russell 2000 Growth the manager owns.

Show all 151 holders