Vanguard Russell 2000 GrowthVTWGETF

13F holders, Q1 2025 (March 31)
158holders −6
11new positions
16sold out
1famous investor
$186.36avg. 13F price*

At the end of Q1 2025, 158 institutions reported holding Vanguard Russell 2000 Growth (VTWG) in their 13F filings, down 6 from Q4 2024. 11 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($56.9M), Pathstone Holdings, LLC ($32.2M) and Westwood Holdings Group Inc. ($28.2M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions11$14.0M
Exits16$4.5M

All 13F filers, Q4 2024 → Q1 2025: 188,269 shares bought and 103,164 shares sold, net +85,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 158 holders

Bank of America Corp. 0.01% Add +0.7% 305,591 $56.9M
Pathstone Holdings, LLC 0.14% Add +2.1% 172,539 $32.2M
Westwood Holdings Group Inc. 0.22% Reduce -25.9% 151,534 $28.2M
Assetmark, Inc. 0.07% Add +2.9% 127,059 $23.7M
Morgan Stanley 0.00% Add +1.2% 88,435 $16.5M
LPL Financial LLC 0.00% Reduce -0.6% 66,909 $12.5M
Silvercrest Asset Management Group LLC 0.08% Add +0.1% 62,669 $11.7M
Ameriprise Financial Inc. 0.00% Add +7.1% 62,669 $11.7M
LJI Wealth Management, LLC 2.22% Add +4.0% 59,944 $11.2M
UBS Group AG 0.00% Add +0.5% 58,961 $11.0M
Osaic Holdings, Inc. 0.02% Add +6.4% 56,526 $10.5M
CW Advisors, LLC 0.12% Reduce -0.8% 54,370 $10.1M
Susquehanna International Group, LLP 0.02% New 52,956 $9.9M
Virtue Capital Management, LLC 0.99% Reduce -18.2% 45,409 $8.5M
BNP Paribas Financial Markets 0.01% No change 45,000 $8.4M
Wells Fargo & Company 0.00% Reduce -3.3% 43,675 $8.1M
Rockefeller Capital Management L.P. 0.02% Add +5.3% 40,451 $7.5M
WestHill Financial Advisors, Inc. 1.70% Reduce -0.8% 39,799 $7.4M
Cwm, LLC 0.03% Add +137.9% 39,225 $7.3M
Envestnet Asset Management Inc. 0.00% Reduce -5.3% 36,037 $6.7M
Raymond James Financial Inc. 0.00% Reduce -2.5% 34,432 $6.4M
Institute for Wealth Management, LLC. 0.81% Add +2349.1% 33,993 $6.3M
Kestra Advisory Services, LLC 0.03% Add +0.2% 33,480 $6.2M
HighTower Advisors, LLC 0.01% Reduce -9.2% 30,457 $5.7M
Riversedge Advisors, LLC 1.01% Reduce -4.0% 24,335 $4.5M
TD Waterhouse Canada Inc. 0.04% Add +0.2% 23,753 $4.4M
Cetera Investment Advisers 0.01% Add +6.0% 22,702 $4.2M
Truist Financial Corp. 0.01% Add +1.8% 16,635 $3.1M
IVC Wealth Advisors LLC 1.66% Add +14.1% 16,568 $3.1M
Royal Bank of Canada 0.00% Reduce -7.0% 16,304 $3.0M
Fifth Third Securities, Inc. 0.25% Add +5.2% 15,865 $3.0M
Rwa Wealth Partners, LLC 0.04% Add +22.8% 15,790 $2.9M
Avantax Advisory Services, Inc. 0.02% Add +27.2% 15,595 $2.9M
Stifel Financial Corp. 0.00% Reduce -0.1% 15,415 $2.9M
Allegheny Financial Group 0.72% Reduce -2.8% 15,160 $2.8M
Commerce Bank 0.02% Add +5.3% 14,160 $2.6M
Keystone Global Partners, LLC 1.71% — 13,080 $2.4M
Brown Advisory Inc. 0.00% Reduce -0.5% 12,833 $2.4M
AdvisorNet Financial, Inc 0.16% Reduce -1.1% 11,806 $2.2M
JPMorgan Chase & Co. 0.00% Reduce -0.5% 11,421 $2.1M
Concurrent Investment Advisors, LLC 0.05% Reduce -1.2% 11,107 $2.1M
Savant Capital, LLC 0.02% Reduce -4.4% 11,007 $2.1M
AMG National Trust Bank 0.06% Add +118.8% 10,762 $2.0M
Commonwealth Equity Services, LLC 0.00% Add +11.7% 10,378 $1.9M
Deroy & Devereaux Private Investment Counsel Inc. 0.11% Reduce -8.7% 10,320 $1.9M
Creative Planning 0.00% Add +21.1% 10,252 $1.9M
Clearstead Advisors, LLC 0.03% No change 9,984 $1.9M
Parkside Financial Bank & Trust 0.22% Add +18.7% 9,450 $1.8M
Grey Fox Wealth Advisors, LLC 0.47% Add +64.7% 9,402 $1.8M
Bragg Financial Advisors, Inc 0.07% Add +1.9% 9,117 $1.7M
Vermillion Wealth Management, Inc. 0.50% Add +9.1% 9,084 $1.7M
Goldman Sachs Group Inc. 0.00% Add +12.9% 9,012 $1.7M
Tower Research Capital LLC (TRC) 0.05% New 9,004 $1.7M
Great Valley Advisor Group, Inc. 0.03% Add +1.3% 8,268 $1.5M
Equitable Holdings, Inc. 0.01% Add +1.5% 8,154 $1.5M
MML Investors Services, LLC 0.00% Add +13.4% 7,904 $1.5M
Gladstone Institutional Advisory LLC 0.06% Reduce -2.8% 7,193 $1.3M
Oppenheimer Asset Management Inc. 0.02% Add +1.3% 6,879 $1.3M
Janney Montgomery Scott LLC 0.00% Reduce -0.4% 6,140 $1.1M
Oppenheimer & Co. Inc. 0.02% Add +64.5% 5,909 $1.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -0.3% 5,415 $1.0M
LBJ Family Wealth Advisors, Ltd. 0.64% Reduce -4.2% 5,365 $1.0M
NewEdge Advisors, LLC 0.01% Reduce -4.1% 4,686 $873K
Comerica Bank 0.00% Add +3.4% 4,578 $853K
MIdWestOne Financial Group, Inc. 0.12% Reduce -0.8% 4,561 $850K
Sound Income Strategies, LLC 0.05% New 4,545 $847K
FourThought Financial Partners, LLC 0.09% Reduce -7.6% 4,484 $836K
Private Advisor Group, LLC 0.01% Add +0.0% 4,394 $819K
Wolf Group Capital Advisors 0.27% Reduce -8.8% 4,248 $792K
American Financial & Tax Strategies Inc. 0.40% Reduce -8.7% 3,986 $743K
Carolinas Wealth Consulting LLC 0.16% Add +11.9% 3,983 $742K
Mather Group, Llc. 0.01% Reduce -1.6% 3,823 $712K
Moneta Group Investment Advisors LLC 0.01% Add +0.0% 3,442 $641K
Prosperity Consulting Group, LLC 0.05% Add +53.0% 3,417 $637K
1900 Wealth Management LLC 0.05% Reduce -5.5% 3,401 $634K
Country Club Bank 0.04% New 3,335 $628K
Chicago Partners Investment Group LLC 0.02% Add +0.1% 2,984 $561K
Mercer Global Advisors Inc. 0.00% Add +95.4% 3,077 $549K
Michels Family Financial, LLC 0.49% Reduce -0.8% 2,903 $541K
Waldron Private Wealth LLC 0.02% No change 2,787 $519K
Freedom Investment Management, Inc. 0.04% Reduce -18.2% 2,757 $514K
Vance Wealth, LLC 0.18% Add +26.6% 2,610 $486K
Ieq Capital, LLC 0.00% No change 2,453 $457K
Mill Creek Capital Advisors, LLC 0.01% No change 2,399 $447K
First Citizens Asset Management, Inc. 0.17% Reduce -2.3% 2,380 $444K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.3% 2,380 $444K
Captrust Financial Advisors 0.00% Reduce -1.8% 2,295 $428K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.0% 2,204 $411K
Hirtle & Co., LLC 0.02% No change 2,191 $408K
Roffman Miller Associates Inc. 0.03% Add +0.1% 2,153 $401K
FF Advisors,LLC 0.22% No change 2,065 $388K
Modera Wealth Management, LLC 0.01% Add +0.1% 2,015 $375K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.5% 1,861 $347K
Kuhn & Co Investment Counsel 0.27% No change 1,690 $315K
Professional Advisory Services Inc. 0.04% No change 1,675 $312K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -46.1% 1,602 $298K
Cornerstone Wealth Management, LLC 0.02% Reduce -2.9% 1,587 $296K
Pinnacle Associates Ltd. 0.00% No change 1,558 $290K
Embree Financial Group 0.05% No change 1,538 $287K
Gotham Asset Management 0.00% New 1,500 $280K

"% 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 158 holders