Vanguard Russell 2000 ValueVTWVETF
13F holders, Q1 2025 (March 31)158holders −5
10new positions
14sold out
1famous investor
$133.17avg. 13F price*
At the end of Q1 2025, 158 institutions reported holding Vanguard Russell 2000 Value (VTWV) in their 13F filings, down 5 from Q4 2024. 10 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($57.7M), Pathstone Holdings, LLC ($23.0M) and Morgan Stanley ($17.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Russell 2000 Value
- CUSIP
- 92206C649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.4M |
| Exits | 14 | $17.9M |
All 13F filers, Q4 2024 → Q1 2025: 177,137 shares bought and 196,244 shares sold, net −19,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 158 holders
| Bank of America Corp. | 0.01% | Reduce -4.2% | 433,635 | $57.7M |
| Pathstone Holdings, LLC | 0.10% | Add +6.0% | 172,778 | $23.0M |
| Morgan Stanley | 0.00% | Add +2.4% | 132,157 | $17.6M |
| LPL Financial LLC | 0.01% | Add +4.7% | 111,571 | $14.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +6.3% | 92,046 | $12.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.4% | 85,280 | $11.3M |
| Bragg Financial Advisors, Inc | 0.46% | Reduce -0.1% | 84,759 | $11.3M |
| Virtue Capital Management, LLC | 0.92% | Reduce -5.7% | 58,898 | $7.8M |
| WestHill Financial Advisors, Inc. | 1.74% | Add +3.2% | 57,106 | $7.6M |
| CW Advisors, LLC | 0.09% | Reduce -1.9% | 54,149 | $7.2M |
| Financial Advisory Corp | 1.18% | Reduce -5.4% | 53,782 | $7.2M |
| Savant Capital, LLC | 0.06% | Reduce -1.1% | 50,484 | $6.7M |
| Institute for Wealth Management, LLC. | 0.75% | Add +106.2% | 43,992 | $5.9M |
| Rwa Wealth Partners, LLC | 0.06% | Add +2.1% | 36,793 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +19.7% | 36,160 | $4.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +1.1% | 34,851 | $4.6M |
| UBS Group AG | 0.00% | Reduce -17.3% | 29,236 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Add +20.2% | 27,260 | $3.6M |
| Two Sigma Investments, LP | 0.01% | Add +11.6% | 27,000 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.4% | 26,743 | $3.6M |
| Franklin Resources Inc. | 0.00% | No change | 25,033 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.1% | 24,671 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | Add +55.9% | 24,058 | $3.2M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -3.2% | 22,217 | $3.0M |
| Wells Fargo & Company | 0.00% | Reduce -13.0% | 22,085 | $2.9M |
| AMG National Trust Bank | 0.08% | Add +171.0% | 20,406 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.0% | 20,345 | $2.7M |
| Carolinas Wealth Consulting LLC | 0.57% | Reduce -3.5% | 20,013 | $2.7M |
| Red Cedar Investment Management, LLC | 0.35% | Add +0.4% | 19,182 | $2.6M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -2.6% | 19,055 | $2.5M |
| AdvisorNet Financial, Inc | 0.19% | Add +0.8% | 18,733 | $2.5M |
| Cibc World Market Inc. | 0.01% | Add +0.0% | 18,662 | $2.5M |
| Berkshire Asset Management LLC | 0.12% | Add +13.5% | 18,441 | $2.4M |
| Citadel Advisors | 0.00% | New | 17,660 | $2.4M |
| Phoenix Wealth Advisors | 0.99% | Reduce -17.8% | 17,025 | $2.3M |
| Rodgers & Associates, LTD | 0.27% | Reduce -0.3% | 16,647 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +63.7% | 15,923 | $2.1M |
| Commerce Bank | 0.01% | Add +6.1% | 15,655 | $2.1M |
| Wealth Dimensions Group, Ltd. | 0.46% | Add +1.7% | 14,371 | $1.9M |
| Allegheny Financial Group | 0.48% | Add +147.4% | 14,154 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +5.2% | 13,025 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.8% | 12,860 | $1.7M |
| Clearstead Advisors, LLC | 0.03% | No change | 12,850 | $1.7M |
| LBJ Family Wealth Advisors, Ltd. | 1.04% | Reduce -2.1% | 12,211 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +28288.4% | 12,207 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 11,462 | $1.5M |
| Gibraltar Capital Management, Inc. | 0.32% | New | 11,250 | $1.5M |
| Fifth Third Securities, Inc. | 0.12% | Add +4.9% | 10,813 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.1% | 10,618 | $1.4M |
| Parkside Financial Bank & Trust | 0.17% | Add +27.0% | 10,275 | $1.4M |
| Jordan Park Group LLC | 0.10% | Reduce -1.0% | 9,816 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.1% | 8,786 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +69.6% | 8,179 | $1.1M |
| FourThought Financial Partners, LLC | 0.11% | Add +8.9% | 8,020 | $1.1M |
| MIdWestOne Financial Group, Inc. | 0.15% | Add +0.5% | 7,999 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +5.2% | 7,943 | $1.1M |
| IVC Wealth Advisors LLC | 0.56% | Reduce -8.9% | 7,838 | $1.0M |
| Tobias Financial Advisors, Inc. | 0.20% | No change | 7,661 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +0.3% | 6,645 | $884K |
| Brooklyn FI, LLC | 0.27% | New | 4,394 | $859K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +3.1% | 6,374 | $848K |
| Roundview Capital LLC | 0.06% | No change | 6,079 | $809K |
| Morangie Management LLC | 0.77% | No change | 5,929 | $789K |
| Neuberger Berman Group LLC | 0.00% | Add +17.5% | 5,913 | $787K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.7% | 5,709 | $760K |
| McLean Asset Management Corp | 0.24% | Add +37.3% | 6,259 | $727K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -22.1% | 5,042 | $671K |
| Topel & Distasi Wealth Management, LLC | 0.30% | Reduce -25.9% | 4,763 | $634K |
| Composition Wealth, LLC | 0.01% | Reduce -10.3% | 4,759 | $633K |
| Verisail Partners, LLC | 0.28% | No change | 4,621 | $615K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -16.9% | 4,555 | $606K |
| Michels Family Financial, LLC | 0.53% | Reduce -0.8% | 4,437 | $591K |
| Plancorp, LLC | 0.02% | Reduce -4.2% | 4,316 | $574K |
| Bank of Montreal | 0.00% | No change | 4,246 | $565K |
| Note Advisors, LLC | 0.45% | Reduce -15.4% | 4,068 | $541K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.3% | 3,876 | $516K |
| Truist Financial Corp. | 0.00% | Add +11.4% | 3,794 | $505K |
| 1900 Wealth Management LLC | 0.04% | Reduce -8.2% | 3,776 | $503K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.2% | 3,772 | $502K |
| Corient Private Wealth LP | 0.00% | Reduce -19.7% | 3,754 | $500K |
| BluePointe Capital Management, LLC | 0.18% | No change | 3,627 | $483K |
| Mariner, LLC | 0.00% | Add +3.8% | 3,595 | $478K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.9% | 3,524 | $469K |
| Tennessee Valley Asset Management Partners | 0.07% | Reduce -1.3% | 3,448 | $459K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +92.5% | 3,407 | $453K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +12.9% | 3,387 | $451K |
| Flow Traders U.S. LLC | 0.02% | New | 3,339 | $444K |
| Vawter Financial, Ltd. | 0.24% | No change | 3,261 | $434K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.6% | 3,227 | $430K |
| Ieq Capital, LLC | 0.00% | New | 3,156 | $420K |
| Rialto Wealth Management, LLC | 0.13% | Reduce -0.8% | 3,029 | $403K |
| Vance Wealth, LLC | 0.15% | Reduce -6.0% | 3,003 | $400K |
| Jane Street Group, LLC | 0.00% | Add +4.2% | 2,950 | $393K |
| MML Investors Services, LLC | 0.00% | Reduce -15.3% | 2,822 | $376K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -38.5% | 2,797 | $372K |
| Country Club Bank | 0.02% | New | 2,740 | $365K |
| Stordahl Capital Management, Inc. | 0.09% | Reduce -0.4% | 2,711 | $361K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.2% | 2,609 | $347K |
| FAS Wealth Partners, Inc. | 0.03% | Add +0.4% | 2,606 | $347K |
| Investor's Fiduciary Advisor Network, LLC | 0.16% | Reduce -33.0% | 2,556 | $340K |
"% of holder's portfolio" is VTWV's weight in each manager's 13F, not the share of Vanguard Russell 2000 Value the manager owns.