Vanguard Russell 2000 ValueVTWVETF
13F holders, Q4 2025 (December 31)172holders +19
19new positions
6sold out
3famous investors
$160.14avg. 13F price*
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 |
| Plancorp, LLC | 0.01% | No change | 2,507 | $401K |
| Vance Wealth, LLC | 0.12% | Reduce -0.9% | 2,422 | $387K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.8% | 2,404 | $385K |
| Freedom Investment Management, Inc. | 0.11% | Add +0.0% | 2,370 | $379K |
| Quantinno Capital Management LP | 0.00% | New | 2,203 | $352K |
| Rialto Wealth Management, LLC | 0.08% | Reduce -3.6% | 2,148 | $344K |
| AQR Capital Management | 0.00% | Reduce -17.1% | 2,143 | $343K |
| Sterling Capital Management LLC | 0.01% | Add +15.7% | 2,062 | $330K |
| Bridgewater Advisors Inc. | 0.02% | No change | 1,854 | $323K |
| Waverly Advisors, LLC | 0.00% | Reduce -1.9% | 2,013 | $322K |
| Corient Private Wealth LP | 0.00% | Add +5.3% | 2,003 | $320K |
| Cornerstone Financial Management LLC | 0.30% | — | 1,988 | $318K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.9% | 1,947 | $311K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,935 | $310K |
| TRUE Private Wealth Advisors | 0.03% | Add +1.0% | 1,934 | $309K |
| Northwest Wealth Management, LLC | 0.05% | Reduce -2.8% | 1,905 | $305K |
| Compound Planning, Inc. | 0.01% | No change | 1,874 | $300K |
| Jane Street Group, LLC | 0.00% | New | 1,832 | $293K |
| First Western Trust Bank | 0.01% | No change | 1,738 | $278K |
| Bank of New York Mellon Corp | 0.00% | Add +0.5% | 1,729 | $276K |
| Indiana Trust & Investment Management Co | 0.08% | No change | 1,670 | $267K |
| Independent Financial Group, LLC | 0.01% | No change | 1,664 | $266K |
| Portland Global Advisors LLC | 0.03% | Reduce -28.6% | 1,500 | $240K |
| Comerica Bank | 0.00% | Reduce -2.1% | 1,461 | $234K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,365 | $218K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 1,365 | $218K |
| LOM Asset Management Ltd | 0.06% | New | 1,362 | $218K |
| Focus Partners Wealth | 0.00% | New | 1,286 | $206K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 1,149 | $184K |
| Archer Investment Corp | 0.04% | No change | 1,070 | $171K |
| FMR LLC | 0.00% | Add +9.0% | 1,025 | $164K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 950 | $152K |
| Creative Financial Designs Inc. | 0.01% | No change | 888 | $142K |
| Disciplina Capital Management LLC | 0.02% | New | 860 | $138K |
| Allworth Financial LP | 0.00% | Add +8.4% | 829 | $133K |
| Cwm, LLC | 0.00% | No change | 822 | $131K |
| Gleason Group, Inc. | 0.01% | Add +0.5% | 766 | $123K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 645 | $103K |
| National Bank of Canada | 0.00% | Reduce -10.7% | 540 | $86K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.4% | 538 | $86K |
| Harbour Investments, Inc. | 0.00% | Add +6.6% | 484 | $77K |
| Global Retirement Partners, LLC | 0.00% | Add +3.3% | 381 | $61K |
| Blueline Advisors LLC | 0.04% | — | 339 | $54K |
| Ankerstar Wealth, LLC | 0.05% | — | 303 | $48K |
| Centennial Bank | 0.02% | No change | 272 | $44K |
| SageView Advisory Group, LLC | 0.00% | New | 216 | $35K |
| Private Trust Co. NA | 0.00% | No change | 191 | $31K |
| CoreCap Advisors, LLC | 0.00% | New | 159 | $25K |
| MidFirst Bank | 0.00% | — | 140 | $22K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 140 | $22K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 126 | $22K |
| Eukles Asset Management | 0.01% | No change | 115 | $18K |
| AlphaCore Capital LLC | 0.00% | No change | 111 | $18K |
| MAI Capital Management | 0.00% | No change | 100 | $16K |
| CoreFirst Bank & Trust | 0.01% | No change | 99 | $16K |
| Eastern Bank | 0.00% | No change | 96 | $15K |
| Triumph Capital Management | 0.00% | New | 90 | $14K |
| McIlrath & Eck, LLC | 0.00% | No change | 85 | $14K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 80 | $13K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 70 | $11K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 51 | $8K |
| Fairscale Capital, LLC | 0.01% | No change | 50 | $8K |
| Blue Trust, Inc. | 0.00% | Reduce -9.3% | 49 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 42 | $7K |
| International Assets Investment Management, LLC | 0.00% | New | 40 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 40 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 40 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -57.5% | 37 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 35 | $6K |
| AE Wealth Management LLC | 0.00% | Add +8.7% | 25 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 15 | $2K |
| Root Financial Partners, LLC | 0.00% | No change | 1 | $160 |
"% of holder's portfolio" is VTWV's weight in each manager's 13F, not the share of Vanguard Russell 2000 Value the manager owns.