Vanguard Russell 2000 ValueVTWVETF
13F holders, Q2 2025 (June 30)154holders −4
10new positions
12sold out
1famous investor
$139.15avg. 13F price*
At the end of Q2 2025, 154 institutions reported holding Vanguard Russell 2000 Value (VTWV) in their 13F filings, down 4 from Q1 2025. 10 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($53.8M), Pathstone Holdings, LLC ($25.9M) and Morgan Stanley ($20.9M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $8.0M |
| Exits | 12 | $8.5M |
All 13F filers, Q1 2025 → Q2 2025: 177,292 shares bought and 206,212 shares sold, net −28,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 154 holders
| Bank of America Corp. | 0.00% | Reduce -10.8% | 386,721 | $53.8M |
| Pathstone Holdings, LLC | 0.10% | Add +7.9% | 186,497 | $25.9M |
| Morgan Stanley | 0.00% | Add +13.8% | 150,323 | $20.9M |
| LPL Financial LLC | 0.01% | Add +5.8% | 117,989 | $16.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.9% | 96,520 | $13.4M |
| Bragg Financial Advisors, Inc | 0.44% | Add +4.7% | 88,750 | $12.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.6% | 79,621 | $11.1M |
| WestHill Financial Advisors, Inc. | 1.69% | Add +0.1% | 57,184 | $8.0M |
| CW Advisors, LLC | 0.07% | Add +0.2% | 54,256 | $7.5M |
| Financial Advisory Corp | 1.13% | Reduce -1.8% | 52,804 | $7.3M |
| Virtue Capital Management, LLC | 1.31% | Reduce -12.9% | 51,294 | $7.1M |
| Savant Capital, LLC | 0.05% | Reduce -4.5% | 48,230 | $6.7M |
| Institute for Wealth Management, LLC. | 0.68% | No change | 43,992 | $6.1M |
| AMG National Trust Bank | 0.15% | Add +100.4% | 40,889 | $5.7M |
| Raymond James Financial Inc. | 0.00% | Add +44.8% | 39,461 | $5.5M |
| Rwa Wealth Partners, LLC | 0.07% | Add +5.9% | 38,953 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +1.2% | 36,596 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.2% | 35,611 | $5.0M |
| UBS Group AG | 0.00% | Add +4.4% | 30,514 | $4.2M |
| Citadel Advisors | 0.00% | Add +55.7% | 27,497 | $3.8M |
| Silvercrest Asset Management Group LLC | 0.03% | Add +22.0% | 27,104 | $3.8M |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 25,182 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.1% | 23,170 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.3% | 22,664 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Add +30.0% | 20,695 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.8% | 20,180 | $2.8M |
| Berkshire Asset Management LLC | 0.12% | Add +0.4% | 18,513 | $2.6M |
| Wells Fargo & Company | 0.00% | Reduce -16.2% | 18,500 | $2.6M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -8.9% | 17,355 | $2.4M |
| Cibc World Market Inc. | 0.01% | Reduce -7.2% | 17,312 | $2.4M |
| Rodgers & Associates, LTD | 0.26% | Add +0.4% | 16,717 | $2.3M |
| BlackRock, Inc. | 0.00% | New | 15,772 | $2.2M |
| Commerce Bank | 0.01% | Add +0.3% | 15,705 | $2.2M |
| Allegheny Financial Group | 0.47% | Add +6.8% | 15,116 | $2.1M |
| Wealth Dimensions Group, Ltd. | 0.46% | Add +3.4% | 14,859 | $2.1M |
| Phoenix Wealth Advisors | 0.86% | Reduce -13.0% | 14,819 | $2.1M |
| Captrust Financial Advisors | 0.00% | New | 14,439 | $2.0M |
| Clearstead Advisors, LLC | 0.03% | Add +0.0% | 12,851 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 12,849 | $1.8M |
| LBJ Family Wealth Advisors, Ltd. | 1.02% | Add +2.8% | 12,555 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.6% | 12,065 | $1.7M |
| Parkside Financial Bank & Trust | 0.17% | Add +9.9% | 11,293 | $1.6M |
| Gibraltar Capital Management, Inc. | 0.31% | No change | 11,250 | $1.6M |
| Fifth Third Securities, Inc. | 0.12% | Add +3.0% | 11,143 | $1.5M |
| Financial Engines Advisors L.L.C. | 0.00% | New | 10,215 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -21.7% | 10,194 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -20.0% | 9,169 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.0% | 8,963 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +4.1% | 8,517 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.15% | Add +2.9% | 8,231 | $1.1M |
| FourThought Financial Partners, LLC | 0.11% | Add +1.1% | 8,104 | $1.1M |
| Jordan Park Group LLC | 0.07% | Reduce -18.3% | 8,023 | $1.1M |
| NYL Investors LLC | 0.32% | New | 7,971 | $1.1M |
| Stifel Financial Corp. | 0.00% | No change | 7,943 | $1.1M |
| Tobias Financial Advisors, Inc. | 0.18% | No change | 7,661 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +2.8% | 6,551 | $911K |
| Sigma Planning Corp | 0.03% | Reduce -5.9% | 6,255 | $870K |
| Roundview Capital LLC | 0.06% | No change | 6,079 | $846K |
| Wrenne Financial Planning LLC | 0.39% | New | 6,034 | $839K |
| Morangie Management LLC | 0.72% | No change | 5,929 | $825K |
| Neuberger Berman Group LLC | 0.00% | Add +0.1% | 5,918 | $823K |
| Lido Advisors, LLC | 0.00% | Add +232.6% | 5,189 | $722K |
| Mariner, LLC | 0.00% | Add +41.5% | 5,088 | $708K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +46.6% | 4,994 | $695K |
| IVC Wealth Advisors LLC | 0.34% | Reduce -36.5% | 4,976 | $692K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.7% | 4,656 | $678K |
| Brooklyn FI, LLC | 0.17% | Add +9.3% | 4,805 | $668K |
| Private Advisor Group, LLC | 0.00% | Reduce -17.5% | 4,710 | $655K |
| Composition Wealth, LLC | 0.01% | Reduce -1.1% | 4,707 | $655K |
| Freedom Investment Management, Inc. | 0.05% | Add +2.2% | 4,655 | $647K |
| Verisail Partners, LLC | 0.27% | No change | 4,621 | $643K |
| McLean Asset Management Corp | 0.16% | Reduce -31.4% | 4,297 | $621K |
| Michels Family Financial, LLC | 0.53% | Reduce -0.1% | 4,435 | $617K |
| Susquehanna International Group, LLP | 0.00% | Reduce -81.8% | 4,377 | $609K |
| Plancorp, LLC | 0.02% | Add +0.1% | 4,318 | $601K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -64.6% | 4,318 | $601K |
| Bank of Montreal | 0.00% | Reduce -2.0% | 4,159 | $578K |
| 1900 Wealth Management LLC | 0.04% | Add +4.5% | 3,946 | $549K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.6% | 3,816 | $531K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.2% | 3,779 | $526K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -81.4% | 3,479 | $484K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -3.3% | 3,408 | $474K |
| Flow Traders U.S. LLC | 0.02% | Reduce -1.9% | 3,275 | $456K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,227 | $449K |
| Ieq Capital, LLC | 0.00% | No change | 3,156 | $439K |
| Tennessee Valley Asset Management Partners | 0.11% | Reduce -10.2% | 3,098 | $431K |
| Rialto Wealth Management, LLC | 0.12% | Reduce -0.6% | 3,011 | $419K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -11.4% | 3,000 | $417K |
| Truist Financial Corp. | 0.00% | Reduce -21.8% | 2,966 | $413K |
| MML Investors Services, LLC | 0.00% | Add +0.9% | 2,847 | $396K |
| Stordahl Capital Management, Inc. | 0.09% | Add +1.6% | 2,754 | $383K |
| Country Club Bank | 0.02% | No change | 2,740 | $381K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.2% | 2,680 | $373K |
| Osaic Holdings, Inc. | 0.00% | Add +22.8% | 2,654 | $369K |
| FAS Wealth Partners, Inc. | 0.03% | Add +0.4% | 2,616 | $364K |
| Investor's Fiduciary Advisor Network, LLC | 0.13% | No change | 2,556 | $355K |
| Curi Capital, LLC | 0.01% | New | 2,528 | $352K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.8% | 2,518 | $350K |
| Vance Wealth, LLC | 0.12% | Reduce -16.4% | 2,510 | $349K |
| Note Advisors, LLC | 0.24% | Reduce -38.4% | 2,505 | $348K |
"% of holder's portfolio" is VTWV's weight in each manager's 13F, not the share of Vanguard Russell 2000 Value the manager owns.