Vanguard Russell 2000 ValueVTWVETF
13F holders, Q4 2024 (December 31)163holders +16
17new positions
10sold out
$144.64avg. 13F price*
At the end of Q4 2024, 163 institutions reported holding Vanguard Russell 2000 Value (VTWV) in their 13F filings, up 16 from Q3 2024. 17 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($65.5M), Pathstone Holdings, LLC ($23.6M) and Morgan Stanley ($18.7M).
- Company
- Vanguard Russell 2000 Value
- CUSIP
- 92206C649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $16.7M |
| Exits | 10 | $2.8M |
All 13F filers, Q3 2024 → Q4 2024: 182,190 shares bought and 96,972 shares sold, net +85,218 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 163 holders
| Bank of America Corp. | 0.01% | Add +0.2% | 452,691 | $65.5M |
| Pathstone Holdings, LLC | 0.10% | Add +3.6% | 163,028 | $23.6M |
| Morgan Stanley | 0.00% | Reduce -0.8% | 129,074 | $18.7M |
| LPL Financial LLC | 0.01% | Add +11.0% | 106,562 | $15.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.6% | 91,089 | $13.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +8.1% | 86,588 | $12.5M |
| Bragg Financial Advisors, Inc | 0.50% | Reduce -2.6% | 84,801 | $12.3M |
| Virtue Capital Management, LLC | 1.82% | Reduce -13.8% | 62,445 | $9.0M |
| Financial Advisory Corp | 1.43% | — | 56,836 | $8.2M |
| WestHill Financial Advisors, Inc. | 1.79% | Add +2.3% | 55,340 | $8.0M |
| CW Advisors, LLC | 0.11% | Reduce -0.5% | 55,196 | $8.0M |
| Stuart Investment Advisors, Inc. | 4.21% | New | 54,551 | $7.9M |
| Savant Capital, LLC | 0.06% | Reduce -0.8% | 51,022 | $7.4M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -2.6% | 36,032 | $5.2M |
| UBS Group AG | 0.00% | Add +1.3% | 35,333 | $5.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -1.3% | 34,463 | $5.0M |
| Cetera Investment Advisers | 0.01% | Add +6.8% | 30,212 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.8% | 28,061 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.6% | 26,632 | $3.9M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 25,376 | $3.7M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 25,033 | $3.6M |
| Potentia Wealth | 1.61% | — | 24,982 | $3.6M |
| Two Sigma Investments, LP | 0.01% | New | 24,200 | $3.5M |
| Jmac Enterprises LLC | 0.54% | Add +0.9% | 23,993 | $3.5M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +86.9% | 22,946 | $3.3M |
| Raymond James Financial Inc. | 0.00% | — | 22,680 | $3.3M |
| Institute for Wealth Management, LLC. | 0.39% | Reduce -1.1% | 21,340 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.5% | 21,204 | $3.1M |
| Carolinas Wealth Consulting LLC | 0.59% | Reduce -1.3% | 20,744 | $3.0M |
| Phoenix Wealth Advisors | 1.30% | Add +10.4% | 20,709 | $3.0M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -9.7% | 19,555 | $2.8M |
| Red Cedar Investment Management, LLC | 0.35% | Reduce -32.9% | 19,109 | $2.8M |
| Cibc World Market Inc. | 0.01% | Reduce -0.0% | 18,655 | $2.7M |
| AdvisorNet Financial, Inc | 0.23% | Add +5.6% | 18,592 | $2.7M |
| Rodgers & Associates, LTD | 0.29% | Reduce -4.6% | 16,697 | $2.4M |
| Berkshire Asset Management LLC | 0.11% | Reduce -20.9% | 16,252 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.1% | 15,430 | $2.2M |
| Commerce Bank | 0.01% | Add +90.5% | 14,756 | $2.1M |
| Wealth Dimensions Group, Ltd. | 0.50% | Reduce -0.2% | 14,134 | $2.0M |
| Clearstead Advisors, LLC | 0.03% | Add +0.0% | 12,850 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.5% | 12,632 | $1.8M |
| LBJ Family Wealth Advisors, Ltd. | 1.08% | Add +0.7% | 12,475 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +0.6% | 12,384 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -29.1% | 11,301 | $1.6M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.62% | No change | 11,250 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.0% | 10,851 | $1.6M |
| Fifth Third Securities, Inc. | 0.13% | Reduce -2.5% | 10,311 | $1.5M |
| Jordan Park Group LLC | 0.11% | Add +10.1% | 9,913 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +225.0% | 9,726 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 9,068 | $1.3M |
| IVC Wealth Advisors LLC | 0.70% | Reduce -0.9% | 8,600 | $1.2M |
| Parkside Financial Bank & Trust | 0.15% | Reduce -18.1% | 8,088 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.16% | Add +33.3% | 7,957 | $1.2M |
| Tobias Financial Advisors, Inc. | 0.22% | No change | 7,661 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -8.8% | 7,550 | $1.1M |
| AMG National Trust Bank | 0.03% | New | 7,531 | $1.1M |
| FourThought Financial Partners, LLC | 0.11% | Add +4.1% | 7,367 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | New | 6,965 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +0.6% | 6,628 | $958K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.4% | 6,469 | $935K |
| Topel & Distasi Wealth Management, LLC | 0.40% | No change | 6,428 | $930K |
| Great Valley Advisor Group, Inc. | 0.02% | New | 6,180 | $894K |
| Private Advisor Group, LLC | 0.01% | Reduce -6.8% | 6,118 | $885K |
| Roundview Capital LLC | 0.06% | No change | 6,079 | $879K |
| Morangie Management LLC | 0.70% | — | 5,929 | $857K |
| Allegheny Financial Group | 0.21% | Add +21.5% | 5,721 | $827K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -0.8% | 5,480 | $792K |
| Composition Wealth, LLC | 0.02% | Reduce -24.8% | 5,307 | $767K |
| Neuberger Berman Group LLC | 0.00% | No change | 5,031 | $728K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +6.1% | 4,999 | $723K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.4% | 4,823 | $697K |
| Note Advisors, LLC | 0.62% | — | 4,810 | $696K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 4,675 | $676K |
| Verisail Partners, LLC | 0.31% | — | 4,621 | $668K |
| McLean Asset Management Corp | 0.20% | Add +2.7% | 4,560 | $659K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.8% | 4,550 | $658K |
| Plancorp, LLC | 0.03% | Reduce -2.3% | 4,507 | $652K |
| Michels Family Financial, LLC | 0.59% | — | 4,475 | $647K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.4% | 4,371 | $632K |
| Bank of Montreal | 0.00% | No change | 4,246 | $614K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.3% | 4,197 | $607K |
| 1900 Wealth Management LLC | 0.05% | Reduce -32.5% | 4,115 | $595K |
| Investor's Fiduciary Advisor Network, LLC | 0.21% | — | 3,816 | $551K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -4.3% | 3,766 | $545K |
| BluePointe Capital Management, LLC | 0.30% | No change | 3,627 | $525K |
| Tennessee Valley Asset Management Partners | 0.08% | No change | 3,492 | $505K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.9% | 3,491 | $505K |
| Mariner, LLC | 0.00% | Add +5.7% | 3,465 | $501K |
| Truist Financial Corp. | 0.00% | Add +18.1% | 3,407 | $493K |
| MML Investors Services, LLC | 0.00% | Add +0.8% | 3,333 | $482K |
| Vawter Financial, Ltd. | 0.28% | No change | 3,261 | $472K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,245 | $469K |
| Vance Wealth, LLC | 0.18% | Add +1.9% | 3,194 | $462K |
| SVB Wealth LLC | 0.01% | New | 3,192 | $462K |
| Rialto Wealth Management, LLC | 0.15% | — | 3,054 | $442K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 3,000 | $434K |
| Jane Street Group, LLC | 0.00% | New | 2,830 | $409K |
| Mercer Global Advisors Inc. | 0.00% | New | 2,782 | $402K |
| Kiely Wealth Advisory Group, Inc. | 0.26% | Add +0.1% | 2,714 | $400K |
| Stordahl Capital Management, Inc. | 0.09% | Reduce -6.6% | 2,722 | $394K |
| Perigon Wealth Management, LLC | 0.01% | Add +14.3% | 2,680 | $393K |
| FAS Wealth Partners, Inc. | 0.03% | Add +0.6% | 2,596 | $375K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +15.2% | 2,588 | $374K |
| Curi Capital, LLC | 0.01% | No change | 2,528 | $366K |
| TRUE Private Wealth Advisors | 0.04% | Add +5.0% | 2,110 | $305K |
| Portland Global Advisors LLC | 0.04% | No change | 2,100 | $304K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.8% | 2,022 | $292K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +10.3% | 1,990 | $288K |
| Waverly Advisors, LLC | 0.00% | New | 1,954 | $283K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +13.9% | 1,914 | $277K |
| Compound Planning, Inc. | 0.01% | New | 1,821 | $263K |
| Lido Advisors, LLC | 0.00% | Reduce -4.7% | 1,802 | $261K |
| Northwest Wealth Management, LLC | 0.05% | Add +15.2% | 1,775 | $257K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,770 | $256K |
| First Western Trust Bank | 0.01% | No change | 1,738 | $251K |
| Bank of New York Mellon Corp | 0.00% | Add +0.5% | 1,709 | $247K |
| Indiana Trust & Investment Management Co | 0.08% | No change | 1,670 | $241K |
| Sterling Capital Management LLC | 0.00% | Add +55.8% | 1,644 | $238K |
| Nvest Financial, LLC | 0.11% | New | 1,559 | $225K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.1% | 1,550 | $224K |
| Bailard, Inc. | 0.01% | No change | 1,522 | $220K |
| Comerica Bank | 0.00% | Reduce -4.5% | 1,504 | $217K |
| Evernest Financial Advisors, LLC | 0.05% | No change | 1,400 | $202K |
| Jones Financial Companies LLLP | 0.00% | Add +1.4% | 1,316 | $190K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1127.0% | 1,227 | $177K |
| ORG Partners LLC | 0.02% | Add +0.6% | 1,127 | $163K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 1,127 | $163K |
| Archer Investment Corp | 0.04% | No change | 1,038 | $150K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 950 | $137K |
| Centennial Bank | 0.06% | Reduce -44.1% | 948 | $137K |
| Creative Financial Designs Inc. | 0.01% | No change | 944 | $137K |
| Painted Porch Advisors LLC | 0.06% | No change | 805 | $116K |
| Harbour Investments, Inc. | 0.00% | No change | 791 | $114K |
| Cwm, LLC | 0.00% | No change | 790 | $114K |
| Allworth Financial LP | 0.00% | No change | 765 | $113K |
| Gleason Group, Inc. | 0.02% | Add +0.7% | 752 | $109K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 746 | $108K |
| National Bank of Canada | 0.00% | Reduce -2.9% | 680 | $98K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 541 | $78K |
| Global Retirement Partners, LLC | 0.00% | Add +0.6% | 364 | $53K |
| Synergy Asset Management, LLC | 0.00% | New | 350 | $52K |
| Private Trust Co. NA | 0.00% | No change | 284 | $41K |
| FMR LLC | 0.00% | Add +72.8% | 235 | $34K |
| McIlrath & Eck, LLC | 0.00% | No change | 196 | $28K |
| Glenmede Trust Co. NA | 0.00% | Reduce -42.0% | 138 | $20K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -33.0% | 126 | $19K |
| Eukles Asset Management | 0.01% | No change | 115 | $17K |
| Anderson Financial Strategies, LLC | 0.01% | — | 100 | $14K |
| MAI Capital Management | 0.00% | New | 100 | $14K |
| Eastern Bank | 0.00% | No change | 96 | $14K |
| SBI Securities Co., Ltd. | 0.00% | — | 82 | $12K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 80 | $12K |
| FSA Wealth Management LLC | 0.00% | No change | 63 | $9K |
| Fairscale Capital, LLC | 0.01% | No change | 50 | $7K |
| Chesapeake Asset Management LLC | 0.01% | New | 50 | $7K |
| Blue Trust, Inc. | 0.00% | No change | 49 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -53.3% | 43 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 42 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 40 | $6K |
| MCF Advisors LLC | 0.00% | Reduce -51.9% | 39 | $6K |
| Simplex Trading, LLC | 0.00% | New | 27 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 20 | $3K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.7% | 4 | $578 |
"% of holder's portfolio" is VTWV's weight in each manager's 13F, not the share of Vanguard Russell 2000 Value the manager owns.