Vanguard Russell 2000 ValueVTWVETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 172 institutions reported holding Vanguard Russell 2000 Value (VTWV) in their 13F filings, up 19 from Q3 2025. 19 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($62.3M), Pathstone Holdings, LLC ($33.0M) and Morgan Stanley ($28.0M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $7.8M |
| Exits | 6 | $570K |
All 13F filers, Q3 2025 → Q4 2025: 198,299 shares bought and 82,375 shares sold, net +115,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 172 holders
| Bank of America Corp. | 0.00% | Add +3.0% | 389,567 | $62.3M |
| Pathstone Holdings, LLC | 0.13% | Add +9.4% | 206,385 | $33.0M |
| Morgan Stanley | 0.00% | Add +2.1% | 175,277 | $28.0M |
| LPL Financial LLC | 0.01% | Reduce -7.7% | 117,082 | $18.7M |
| Commerce Bank | 0.08% | Add +28.7% | 95,199 | $15.2M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.3% | 93,753 | $15.0M |
| Bragg Financial Advisors, Inc | 0.45% | Reduce -0.7% | 85,691 | $13.7M |
| Wells Fargo & Company | 0.00% | Add +140.2% | 82,477 | $13.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.9% | 77,353 | $12.3M |
| Osaic Holdings, Inc. | 0.01% | Add +2.9% | 59,445 | $9.5M |
| WestHill Financial Advisors, Inc. | 1.80% | Add +0.3% | 59,170 | $9.5M |
| Financial Advisory Corp | 1.17% | Reduce -3.8% | 50,415 | $8.1M |
| Savant Capital, LLC | 0.04% | Reduce -3.9% | 46,270 | $7.4M |
| AMG National Trust Bank | 0.17% | Add +5.8% | 44,707 | $7.1M |
| Institute for Wealth Management, LLC. | 0.74% | No change | 43,494 | $7.0M |
| Raymond James Financial Inc. | 0.00% | Add +2.8% | 40,114 | $6.4M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -0.9% | 37,912 | $6.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.8% | 36,044 | $5.8M |
| Cetera Investment Advisers | 0.01% | Reduce -1.8% | 33,613 | $5.4M |
| UBS Group AG | 0.00% | Add +2.7% | 32,471 | $5.2M |
| Silvercrest Asset Management Group LLC | 0.03% | Add +4.6% | 28,352 | $4.5M |
| PW Nova Financial Services LLC | 1.55% | — | 25,349 | $4.1M |
| Virtue Capital Management, LLC | 0.62% | Reduce -63.9% | 25,173 | $4.1M |
| Franklin Resources Inc. | 0.00% | Reduce -0.4% | 24,833 | $4.0M |
| Brandywine Asset Management, Inc. | 2.79% | — | 22,759 | $4.0M |
| Berkshire Asset Management LLC | 0.17% | Add +0.3% | 23,899 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.9% | 23,791 | $3.8M |
| BlackRock, Inc. | 0.00% | Add +24.4% | 23,043 | $3.7M |
| Equitable Holdings, Inc. | 0.02% | Add +0.6% | 22,112 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.9% | 22,069 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.9% | 19,201 | $3.1M |
| Private Advisor Group, LLC | 0.01% | Add +294.8% | 18,731 | $3.0M |
| Cibc World Market Inc. | 0.01% | No change | 17,312 | $2.8M |
| Bartlett & Co. Wealth Management LLC | 0.04% | No change | 16,829 | $2.7M |
| Rodgers & Associates, LTD | 0.27% | Reduce -1.7% | 16,446 | $2.6M |
| Allegheny Financial Group | 0.38% | Add +2.0% | 15,990 | $2.6M |
| Phoenix Wealth Advisors | 0.92% | Add +0.1% | 14,883 | $2.4M |
| Wealth Dimensions Group, Ltd. | 0.47% | Reduce -0.4% | 14,817 | $2.4M |
| Captrust Financial Advisors | 0.00% | Reduce -4.0% | 14,616 | $2.3M |
| LBJ Family Wealth Advisors, Ltd. | 1.27% | Add +2.3% | 14,439 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.9% | 14,368 | $2.3M |
| NYL Investors LLC | 0.77% | Add +78.2% | 14,206 | $2.3M |
| D.A. Davidson & Co. | 0.01% | New | 13,970 | $2.2M |
| Clearstead Advisors, LLC | 0.03% | Add +0.0% | 12,854 | $2.1M |
| Parkside Financial Bank & Trust | 0.15% | Add +5.7% | 12,731 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.5% | 11,969 | $1.9M |
| Fifth Third Securities, Inc. | 0.12% | Add +4.2% | 11,727 | $1.9M |
| Summit Financial, LLC | 0.03% | Reduce -19.2% | 10,988 | $1.8M |
| Gotham Asset Management | 0.01% | Add +5.9% | 10,645 | $1.7M |
| Gibraltar Capital Management, Inc. | 0.29% | Reduce -5.6% | 10,620 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +2.3% | 9,881 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +10.8% | 9,698 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -11.8% | 9,551 | $1.5M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -10.8% | 9,116 | $1.5M |
| FourThought Financial Partners, LLC | 0.12% | Add +7.0% | 8,614 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.4% | 8,529 | $1.4M |
| MIdWestOne Financial Group, Inc. | 0.15% | Add +3.2% | 8,482 | $1.4M |
| Roundview Capital LLC | 0.08% | No change | 8,457 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +1.0% | 8,110 | $1.3M |
| Jordan Park Group LLC | 0.07% | No change | 8,023 | $1.3M |
| Tobias Financial Advisors, Inc. | 0.17% | No change | 7,661 | $1.2M |
| Cooke & Bieler LP | 0.01% | New | 7,510 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -3.3% | 6,660 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.8% | 6,455 | $1.0M |
| Sigma Planning Corp | 0.03% | Reduce -0.4% | 6,269 | $1.0M |
| Wrenne Financial Planning LLC | 0.39% | Add +0.5% | 6,008 | $961K |
| Morangie Management LLC | 0.76% | No change | 5,929 | $948K |
| McLean Asset Management Corp | 0.17% | Reduce -1.2% | 5,504 | $940K |
| Citadel Advisors | 0.00% | New | 5,758 | $921K |
| Brooklyn FI, LLC | 0.18% | Add +11.1% | 5,337 | $854K |
| Lido Advisors, LLC | 0.00% | No change | 5,182 | $823K |
| Mariner, LLC | 0.00% | Add +3.4% | 4,962 | $794K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.4% | 4,582 | $759K |
| Composition Wealth, LLC | 0.01% | Add +0.4% | 4,592 | $734K |
| IVC Wealth Advisors LLC | 0.31% | Add +3.3% | 4,394 | $703K |
| Michels Family Financial, LLC | 0.51% | Add +0.1% | 4,341 | $694K |
| Bank of Montreal | 0.00% | Reduce -9.3% | 4,244 | $679K |
| NewEdge Advisors, LLC | 0.00% | Add +23.4% | 3,983 | $637K |
| Clear Retirement Advice LLC | 0.49% | — | 3,646 | $636K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.2% | 3,798 | $607K |
| 1900 Wealth Management LLC | 0.04% | Reduce -7.7% | 3,643 | $583K |
| Kelsey Financial, LLC | 0.50% | — | 3,634 | $581K |
| MML Investors Services, LLC | 0.00% | Add +10.7% | 3,459 | $553K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.4% | 3,438 | $550K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.5% | 3,412 | $546K |
| AdvisorNet Financial, Inc | 0.03% | Add +11.4% | 3,365 | $538K |
| Tennessee Valley Asset Management Partners | 0.06% | No change | 3,098 | $495K |
| Truist Financial Corp. | 0.00% | Add +4.5% | 3,090 | $494K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 3,000 | $480K |
| Neuberger Berman Group LLC | 0.00% | Reduce -67.2% | 2,846 | $455K |
| Stordahl Capital Management, Inc. | 0.09% | Add +0.1% | 2,827 | $452K |
| First National Bank of Omaha | 0.01% | New | 2,740 | $441K |
| Ieq Capital, LLC | 0.00% | New | 2,714 | $434K |
| Note Advisors, LLC | 0.22% | Reduce -0.3% | 2,485 | $433K |
| Vawter Financial, Ltd. | 0.18% | No change | 2,661 | $426K |
| Mosaic Financial Group, LLC | 0.29% | New | 2,649 | $424K |
| FAS Wealth Partners, Inc. | 0.03% | Add +0.5% | 2,646 | $423K |
| Investor's Fiduciary Advisor Network, LLC | 0.09% | Add +0.6% | 2,570 | $411K |
| Jones Financial Companies LLLP | 0.00% | Add +9.5% | 2,564 | $410K |
| Curi Capital, LLC | 0.01% | No change | 2,528 | $404K |
"% of holder's portfolio" is VTWV's weight in each manager's 13F, not the share of Vanguard Russell 2000 Value the manager owns.