Vanguard Russell 2000 ValueVTWVETF
13F holders, Q3 2025 (September 30)153holders −1
12new positions
10sold out
2famous investors
$153.00avg. 13F price*
At the end of Q3 2025, 153 institutions reported holding Vanguard Russell 2000 Value (VTWV) in their 13F filings, down 1 from Q2 2025. 12 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($59.0M), Pathstone Holdings, LLC ($29.4M) and Morgan Stanley ($26.8M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $8.6M |
| Exits | 10 | $7.4M |
All 13F filers, Q2 2025 → Q3 2025: 264,881 shares bought and 86,181 shares sold, net +178,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| Bank of America Corp. | 0.00% | Reduce -2.2% | 378,285 | $59.0M |
| Pathstone Holdings, LLC | 0.11% | Add +1.1% | 188,565 | $29.4M |
| Morgan Stanley | 0.00% | Add +14.2% | 171,670 | $26.8M |
| LPL Financial LLC | 0.01% | Add +7.5% | 126,833 | $19.8M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -2.6% | 94,046 | $14.7M |
| Bragg Financial Advisors, Inc | 0.44% | Reduce -2.8% | 86,282 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.0% | 78,839 | $12.3M |
| Commerce Bank | 0.06% | Add +371.0% | 73,964 | $11.5M |
| WestHill Financial Advisors, Inc. | 1.80% | Add +3.1% | 58,987 | $9.2M |
| Osaic Holdings, Inc. | 0.01% | Add +2076.0% | 57,750 | $9.0M |
| Financial Advisory Corp | 1.20% | Reduce -0.7% | 52,427 | $8.2M |
| Savant Capital, LLC | 0.05% | Reduce -0.2% | 48,128 | $7.5M |
| Institute for Wealth Management, LLC. | 0.71% | Reduce -1.1% | 43,494 | $6.8M |
| AMG National Trust Bank | 0.16% | Add +3.4% | 42,259 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.1% | 39,019 | $6.1M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -1.8% | 38,244 | $6.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +0.4% | 35,759 | $5.6M |
| Wells Fargo & Company | 0.00% | Add +85.6% | 34,339 | $5.4M |
| Cetera Investment Advisers | 0.01% | Reduce -6.5% | 34,214 | $5.3M |
| UBS Group AG | 0.00% | Add +3.6% | 31,624 | $4.9M |
| Silvercrest Asset Management Group LLC | 0.03% | Add +0.0% | 27,108 | $4.2M |
| EWG Elevate Inc. | 1.25% | New | 25,620 | $4.0M |
| Franklin Resources Inc. | 0.00% | Reduce -1.0% | 24,933 | $3.9M |
| Berkshire Asset Management LLC | 0.16% | Add +28.7% | 23,824 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 23,716 | $3.7M |
| Virtue Capital Management, LLC | 0.56% | Add +35.8% | 69,659 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Add +6.2% | 21,979 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.5% | 21,655 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.0% | 19,580 | $3.1M |
| BlackRock, Inc. | 0.00% | Add +17.4% | 18,516 | $2.9M |
| Cibc World Market Inc. | 0.01% | No change | 17,312 | $2.7M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -3.0% | 16,829 | $2.6M |
| Rodgers & Associates, LTD | 0.27% | Add +0.1% | 16,737 | $2.6M |
| Allegheny Financial Group | 0.46% | Add +3.7% | 15,675 | $2.4M |
| Captrust Financial Advisors | 0.00% | Add +5.4% | 15,221 | $2.4M |
| Wealth Dimensions Group, Ltd. | 0.48% | Add +0.1% | 14,876 | $2.3M |
| Phoenix Wealth Advisors | 0.89% | Add +0.3% | 14,863 | $2.3M |
| LBJ Family Wealth Advisors, Ltd. | 1.20% | Add +12.5% | 14,121 | $2.2M |
| Summit Financial, LLC | 0.03% | New | 13,602 | $2.1M |
| Clearstead Advisors, LLC | 0.03% | Add +0.0% | 12,853 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 12,089 | $1.9M |
| Parkside Financial Bank & Trust | 0.15% | Add +6.7% | 12,049 | $1.9M |
| Fifth Third Securities, Inc. | 0.12% | Add +1.0% | 11,258 | $1.8M |
| Gibraltar Capital Management, Inc. | 0.31% | No change | 11,250 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +6.2% | 10,828 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 10,215 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.4% | 10,103 | $1.6M |
| Gotham Asset Management | 0.01% | New | 10,052 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +5.4% | 9,663 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +2.8% | 8,757 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Add +46.5% | 8,667 | $1.4M |
| Roundview Capital LLC | 0.08% | Add +39.1% | 8,457 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.2% | 8,407 | $1.3M |
| MIdWestOne Financial Group, Inc. | 0.16% | Reduce -0.1% | 8,221 | $1.3M |
| FourThought Financial Partners, LLC | 0.11% | Reduce -0.6% | 8,053 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 8,028 | $1.3M |
| Jordan Park Group LLC | 0.07% | No change | 8,023 | $1.3M |
| NYL Investors LLC | 0.43% | No change | 7,971 | $1.2M |
| Tobias Financial Advisors, Inc. | 0.18% | No change | 7,661 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +5.2% | 6,889 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +0.6% | 6,292 | $981K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.2% | 6,103 | $951K |
| Wrenne Financial Planning LLC | 0.40% | Reduce -0.9% | 5,977 | $932K |
| Morangie Management LLC | 0.80% | No change | 5,929 | $924K |
| McLean Asset Management Corp | 0.18% | Add +29.6% | 5,569 | $883K |
| Lido Advisors, LLC | 0.00% | Reduce -0.1% | 5,182 | $808K |
| Brooklyn FI, LLC | 0.17% | No change | 4,805 | $763K |
| Mariner, LLC | 0.00% | Reduce -5.7% | 4,797 | $748K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 4,744 | $739K |
| Bank of Montreal | 0.00% | Add +12.5% | 4,679 | $729K |
| Composition Wealth, LLC | 0.01% | Reduce -2.9% | 4,572 | $713K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.8% | 4,387 | $687K |
| Michels Family Financial, LLC | 0.53% | Reduce -2.3% | 4,335 | $676K |
| IVC Wealth Advisors LLC | 0.30% | Reduce -14.6% | 4,252 | $663K |
| 1900 Wealth Management LLC | 0.04% | Add +0.1% | 3,948 | $615K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.3% | 3,789 | $591K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.3% | 3,689 | $575K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.5% | 3,424 | $534K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,227 | $503K |
| MML Investors Services, LLC | 0.00% | Add +9.7% | 3,124 | $487K |
| Tennessee Valley Asset Management Partners | 0.07% | No change | 3,098 | $483K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -13.2% | 3,020 | $471K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 3,000 | $468K |
| Truist Financial Corp. | 0.00% | Reduce -0.3% | 2,956 | $461K |
| Stordahl Capital Management, Inc. | 0.09% | Add +2.6% | 2,825 | $440K |
| Country Club Bank | 0.03% | No change | 2,740 | $426K |
| Vawter Financial, Ltd. | 0.19% | New | 2,661 | $415K |
| FAS Wealth Partners, Inc. | 0.03% | Add +0.6% | 2,632 | $410K |
| AQR Capital Management | 0.00% | New | 2,585 | $403K |
| Investor's Fiduciary Advisor Network, LLC | 0.13% | No change | 2,556 | $398K |
| Curi Capital, LLC | 0.01% | No change | 2,528 | $394K |
| Plancorp, LLC | 0.01% | Reduce -41.9% | 2,507 | $391K |
| Note Advisors, LLC | 0.23% | Reduce -0.5% | 2,493 | $389K |
| Vance Wealth, LLC | 0.12% | Reduce -2.7% | 2,443 | $381K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -3.7% | 2,424 | $378K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.9% | 2,420 | $377K |
| Freedom Investment Management, Inc. | 0.10% | Reduce -49.1% | 2,369 | $369K |
| Jones Financial Companies LLLP | 0.00% | Add +33.8% | 2,342 | $365K |
| Rialto Wealth Management, LLC | 0.09% | Reduce -26.0% | 2,228 | $347K |
| Portland Global Advisors LLC | 0.04% | No change | 2,100 | $327K |
| Waverly Advisors, LLC | 0.00% | Add +0.8% | 2,053 | $320K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -17.6% | 1,985 | $309K |
| Northwest Wealth Management, LLC | 0.05% | No change | 1,959 | $305K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -0.9% | 1,915 | $299K |
| Corient Private Wealth LP | 0.00% | No change | 1,903 | $297K |
| Compound Planning, Inc. | 0.01% | Add +0.4% | 1,874 | $292K |
| Bridgewater Advisors Inc. | 0.02% | No change | 1,854 | $285K |
| Sterling Capital Management LLC | 0.00% | Add +57.2% | 1,783 | $278K |
| First Western Trust Bank | 0.01% | No change | 1,738 | $271K |
| Bank of New York Mellon Corp | 0.00% | Add +0.6% | 1,721 | $268K |
| Indiana Trust & Investment Management Co | 0.08% | No change | 1,670 | $260K |
| Independent Financial Group, LLC | 0.01% | Add +13.0% | 1,664 | $259K |
| Comerica Bank | 0.00% | Reduce -0.1% | 1,492 | $233K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -7.5% | 1,143 | $178K |
| Archer Investment Corp | 0.04% | Add +3.1% | 1,070 | $167K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 950 | $148K |
| FMR LLC | 0.00% | Reduce -37.8% | 940 | $146K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 888 | $138K |
| Cwm, LLC | 0.00% | Add +4.0% | 822 | $128K |
| Painted Porch Advisors LLC | 0.05% | No change | 805 | $125K |
| FSA Wealth Management LLC | 0.05% | Add +0.5% | 202 | $123K |
| Allworth Financial LP | 0.00% | No change | 765 | $119K |
| Gleason Group, Inc. | 0.01% | Add +0.5% | 762 | $119K |
| National Bank of Canada | 0.00% | No change | 605 | $94K |
| Farther Finance Advisors, LLC | 0.00% | Add +22.6% | 536 | $84K |
| Harbour Investments, Inc. | 0.00% | No change | 454 | $71K |
| Global Retirement Partners, LLC | 0.00% | Add +0.5% | 369 | $57K |
| Centennial Bank | 0.02% | Reduce -44.3% | 272 | $42K |
| Arax Advisory Partners | 0.00% | No change | 254 | $40K |
| Private Trust Co. NA | 0.00% | No change | 191 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 140 | $22K |
| Wealthspire Advisors, LLC | 0.00% | New | 131 | $20K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 126 | $20K |
| Eukles Asset Management | 0.01% | No change | 115 | $18K |
| AlphaCore Capital LLC | 0.00% | No change | 111 | $17K |
| MAI Capital Management | 0.00% | No change | 100 | $16K |
| CoreFirst Bank & Trust | 0.01% | No change | 99 | $15K |
| Eastern Bank | 0.00% | No change | 96 | $15K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.3% | 87 | $14K |
| McIlrath & Eck, LLC | 0.00% | No change | 85 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 80 | $12K |
| Blue Trust, Inc. | 0.00% | Add +10.2% | 54 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 51 | $8K |
| Fairscale Capital, LLC | 0.01% | No change | 50 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 42 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 40 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 40 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | New | 36 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 35 | $5K |
| AE Wealth Management LLC | 0.00% | New | 23 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 15 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 9 | $1K |
| Root Financial Partners, LLC | 0.00% | New | 1 | $156 |
"% of holder's portfolio" is VTWV's weight in each manager's 13F, not the share of Vanguard Russell 2000 Value the manager owns.