Vanguard Russell 2000 ValueVTWVETF
13F holders, Q2 2026 (June 30)195holders +2
16new positions
12sold out
2famous investors
$195.03avg. 13F price*
At the end of Q2 2026, 195 institutions reported holding Vanguard Russell 2000 Value (VTWV) in their 13F filings, up 2 from Q1 2026. 16 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($81.9M), Morgan Stanley ($56.2M) and Pathstone Holdings, LLC ($40.0M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Russell 2000 Value
- CUSIP
- 92206C649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $4.1M |
| Exits | 12 | $2.1M |
All 13F filers, Q1 2026 → Q2 2026: 261,631 shares bought and 191,532 shares sold, net +70,099 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 195 holders
| Bank of America Corp. | 0.01% | Reduce -1.6% | 418,871 | $81.9M |
| Morgan Stanley | 0.00% | Add +45.3% | 287,799 | $56.2M |
| Pathstone Holdings, LLC | 0.12% | Reduce -3.2% | 204,471 | $40.0M |
| Commerce Bank | 0.10% | Reduce -2.8% | 120,264 | $23.5M |
| LPL Financial LLC | 0.01% | Add +0.7% | 117,898 | $23.0M |
| Equitable Holdings, Inc. | 0.12% | Add +37.5% | 98,687 | $19.3M |
| Quest Investment Management LLC | 2.23% | No change | 97,643 | $19.1M |
| Wells Fargo & Company | 0.00% | Add +6.3% | 95,396 | $18.6M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -5.0% | 86,298 | $16.9M |
| Savant Capital, LLC | 0.05% | Add +100.0% | 91,791 | $16.6M |
| Bragg Financial Advisors, Inc | 0.43% | Reduce -1.7% | 82,247 | $16.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.3% | 68,522 | $13.4M |
| First American Trust, FSB | 0.79% | Add +21.9% | 67,143 | $13.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.2% | 59,430 | $11.6M |
| WestHill Financial Advisors, Inc. | 1.93% | Reduce -0.5% | 57,957 | $11.3M |
| AMG National Trust Bank | 0.22% | Add +14.4% | 55,783 | $10.9M |
| Financial Advisory Corp | 1.30% | Reduce -0.2% | 50,160 | $9.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.4% | 46,658 | $9.1M |
| Institute for Wealth Management, LLC. | 0.74% | Reduce -1.2% | 42,835 | $8.4M |
| UBS Group AG | 0.00% | Add +8.6% | 41,836 | $8.2M |
| Rwa Wealth Partners, LLC | 0.07% | Add +1.1% | 37,908 | $7.4M |
| JPMorgan Chase & Co. | 0.00% | Add +8.3% | 33,847 | $6.6M |
| Cetera Investment Advisers | 0.01% | Reduce -4.0% | 32,275 | $6.3M |
| Truist Financial Corp. | 0.01% | Reduce -0.2% | 28,883 | $5.6M |
| Franklin Resources Inc. | 0.00% | No change | 26,233 | $5.1M |
| Berkshire Asset Management LLC | 0.20% | Add +8.4% | 26,196 | $5.1M |
| Silvercrest Asset Management Group LLC | 0.03% | Reduce -4.8% | 25,801 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +118.6% | 25,540 | $5.0M |
| PW Nova Financial Services LLC | 1.06% | Reduce -0.3% | 25,260 | $4.9M |
| Virtue Capital Management, LLC | 0.66% | Reduce -16.8% | 25,100 | $4.9M |
| Zhang Financial LLC | 0.13% | Add +983.1% | 21,923 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.7% | 20,883 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.1% | 19,788 | $3.9M |
| BlackRock, Inc. | 0.00% | Reduce -20.7% | 18,520 | $3.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -49.1% | 18,241 | $3.6M |
| Cibc World Market Inc. | 0.01% | No change | 17,352 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.0% | 16,981 | $3.3M |
| Bartlett & Co. Wealth Management LLC | 0.04% | No change | 16,829 | $3.3M |
| Rodgers & Associates, LTD | 0.27% | Reduce -0.9% | 15,359 | $3.0M |
| Phoenix Wealth Advisors | 1.00% | Add +4.7% | 15,218 | $3.0M |
| Allegheny Financial Group | 0.31% | Reduce -5.0% | 15,129 | $3.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -39.8% | 14,800 | $2.9M |
| LBJ Family Wealth Advisors, Ltd. | 1.43% | Reduce -0.6% | 14,363 | $2.8M |
| Captrust Financial Advisors | 0.00% | Add +1.9% | 14,211 | $2.8M |
| NYL Investors LLC | 1.06% | No change | 14,206 | $2.8M |
| Wealth Dimensions Group, Ltd. | 0.49% | Reduce -0.3% | 14,040 | $2.7M |
| D.A. Davidson & Co. | 0.02% | No change | 13,970 | $2.7M |
| Clearstead Advisors, LLC | 0.02% | Add +0.0% | 13,113 | $2.6M |
| Parkside Financial Bank & Trust | 0.17% | Reduce -0.3% | 12,736 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +21.6% | 12,343 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.9% | 11,903 | $2.3M |
| Sowell Financial Services LLC | 0.07% | New | 11,666 | $2.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +5.1% | 11,557 | $2.3M |
| Gibraltar Capital Management, Inc. | 0.34% | No change | 11,250 | $2.2M |
| Gotham Asset Management | 0.00% | No change | 10,547 | $2.1M |
| Summit Financial, LLC | 0.02% | Reduce -5.0% | 9,381 | $1.8M |
| Fifth Third Securities, Inc. | 0.10% | Reduce -18.2% | 9,152 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | No change | 8,927 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.7% | 8,860 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -0.7% | 8,846 | $1.7M |
| FourThought Financial Partners, LLC | 0.13% | Reduce -0.7% | 8,393 | $1.6M |
| Roundview Capital LLC | 0.09% | No change | 8,379 | $1.6M |
| Nicolet Bankshares Inc. | 0.05% | Reduce -4.6% | 7,893 | $1.5M |
| Tobias Financial Advisors, Inc. | 0.19% | No change | 7,494 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +1.7% | 7,436 | $1.5M |
| Jordan Park Group LLC | 0.07% | Reduce -15.4% | 6,789 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 6,650 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -11.1% | 6,380 | $1.2M |
| Morangie Management LLC | 0.96% | No change | 5,929 | $1.2M |
| Dickmeyer Boyce Financial Management, Inc. | 0.57% | Add +8.2% | 5,624 | $1.1M |
| Wrenne Financial Planning LLC | 0.37% | Reduce -7.5% | 5,544 | $1.1M |
| McLean Asset Management Corp | 0.14% | Reduce -0.1% | 5,464 | $1.1M |
| Mariner, LLC | 0.00% | Add +7.6% | 5,324 | $1.0M |
| Sigma Planning Corp | 0.03% | Reduce -16.7% | 5,318 | $1.0M |
| Brooklyn FI, LLC | 0.19% | No change | 5,279 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -95.3% | 4,523 | $884K |
| Lido Advisors, LLC | 0.00% | Reduce -9.1% | 4,448 | $869K |
| Michels Family Financial, LLC | 0.54% | Reduce -0.7% | 4,296 | $840K |
| Bank of Montreal | 0.00% | No change | 4,244 | $829K |
| IVC Wealth Advisors LLC | 0.32% | Reduce -3.1% | 4,194 | $820K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.2% | 4,103 | $802K |
| Composition Wealth, LLC | 0.01% | Add +0.3% | 4,094 | $800K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.4% | 4,055 | $793K |
| 1900 Wealth Management LLC | 0.04% | Reduce -6.4% | 3,713 | $726K |
| Clear Retirement Advice LLC | 0.48% | No change | 3,613 | $706K |
| Jones Financial Companies LLLP | 0.00% | Reduce -6.9% | 3,415 | $668K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.7% | 3,406 | $666K |
| Kelsey Financial, LLC | 0.48% | Reduce -10.5% | 3,231 | $631K |
| MML Investors Services, LLC | 0.00% | Add +20.9% | 3,212 | $628K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -1.4% | 3,173 | $620K |
| Tennessee Valley Asset Management Partners | 0.07% | No change | 3,098 | $605K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 3,000 | $586K |
| Neuberger Berman Group LLC | 0.00% | No change | 2,856 | $558K |
| Sound Financial Strategies Group, LLC | 0.35% | Add +2.1% | 2,800 | $547K |
| Stordahl Capital Management, Inc. | 0.10% | Reduce -1.6% | 2,765 | $540K |
| Investor's Fiduciary Advisor Network, LLC | 0.18% | Add +3.5% | 2,742 | $535K |
| First National Bank of Omaha | 0.02% | No change | 2,740 | $535K |
| Mosaic Financial Group, LLC | 0.33% | Add +0.4% | 2,668 | $521K |
| FAS Wealth Partners, Inc. | 0.03% | Add +0.4% | 2,666 | $521K |
| LOM Asset Management Ltd | 0.13% | Add +90.9% | 2,600 | $508K |
"% of holder's portfolio" is VTWV's weight in each manager's 13F, not the share of Vanguard Russell 2000 Value the manager owns.