Vanguard Russell 2000 ValueVTWVETF
13F holders, Q1 2026 (March 31)193holders +21
27new positions
6sold out
3famous investors
$167.08avg. 13F price*
At the end of Q1 2026, 193 institutions reported holding Vanguard Russell 2000 Value (VTWV) in their 13F filings, up 21 from Q4 2025. 27 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($71.2M), Pathstone Holdings, LLC ($35.3M) and Morgan Stanley ($33.1M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $37.3M |
| Exits | 6 | $1.6M |
All 13F filers, Q4 2025 → Q1 2026: 525,366 shares bought and 44,648 shares sold, net +480,718 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| Bank of America Corp. | 0.01% | Add +9.3% | 425,733 | $71.2M |
| Pathstone Holdings, LLC | 0.14% | Add +2.4% | 211,225 | $35.3M |
| Morgan Stanley | 0.00% | Add +13.0% | 198,087 | $33.1M |
| Commerce Bank | 0.10% | Add +30.0% | 123,761 | $20.7M |
| LPL Financial LLC | 0.01% | Add +0.0% | 117,103 | $19.6M |
| Quest Investment Management LLC | 1.91% | New | 97,643 | $16.3M |
| Private Advisor Group, LLC | 0.07% | Add +410.5% | 95,629 | $16.0M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -3.1% | 90,857 | $15.2M |
| Wells Fargo & Company | 0.00% | Add +8.8% | 89,737 | $15.0M |
| Bragg Financial Advisors, Inc | 0.44% | Reduce -2.3% | 83,703 | $14.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.4% | 75,528 | $12.6M |
| Equitable Holdings, Inc. | 0.07% | Add +224.5% | 71,748 | $11.5M |
| Osaic Holdings, Inc. | 0.01% | Add +2.2% | 60,745 | $10.2M |
| WestHill Financial Advisors, Inc. | 1.86% | Reduce -1.6% | 58,233 | $9.7M |
| First American Trust, FSB | 0.62% | New | 55,057 | $9.2M |
| Financial Advisory Corp | 1.17% | Reduce -0.3% | 50,282 | $8.4M |
| AMG National Trust Bank | 0.18% | Add +9.0% | 48,749 | $8.2M |
| Raymond James Financial Inc. | 0.00% | Add +19.2% | 47,818 | $8.0M |
| Savant Capital, LLC | 0.04% | Reduce -0.8% | 45,899 | $7.7M |
| Institute for Wealth Management, LLC. | 0.78% | Reduce -0.3% | 43,363 | $7.3M |
| UBS Group AG | 0.00% | Add +18.7% | 38,538 | $6.4M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -1.1% | 37,487 | $6.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.6% | 35,820 | $6.0M |
| Cetera Investment Advisers | 0.01% | Reduce 0.0% | 33,612 | $5.6M |
| JPMorgan Chase & Co. | 0.00% | Add +41.6% | 31,246 | $5.1M |
| Virtue Capital Management, LLC | 0.75% | Add +19.9% | 30,183 | $4.9M |
| Truist Financial Corp. | 0.01% | Add +836.9% | 28,950 | $4.8M |
| Silvercrest Asset Management Group LLC | 0.03% | Reduce -4.4% | 27,098 | $4.5M |
| Franklin Resources Inc. | 0.00% | Add +5.6% | 26,233 | $4.4M |
| PW Nova Financial Services LLC | 1.15% | Reduce -0.1% | 25,324 | $4.2M |
| Two Sigma Investments, LP | 0.00% | New | 24,600 | $4.1M |
| Berkshire Asset Management LLC | 0.17% | Add +1.1% | 24,167 | $4.0M |
| BlackRock, Inc. | 0.00% | Add +1.4% | 23,355 | $3.9M |
| Brandywine Asset Management, Inc. | 3.08% | Add +0.4% | 22,843 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.8% | 20,741 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +31.1% | 18,835 | $3.1M |
| Bartlett & Co. Wealth Management LLC | 0.04% | No change | 16,829 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.9% | 18,260 | $3.1M |
| Cibc World Market Inc. | 0.01% | Add +0.2% | 17,352 | $2.9M |
| Allegheny Financial Group | 0.36% | Reduce -0.4% | 15,926 | $2.7M |
| Rodgers & Associates, LTD | 0.26% | Reduce -5.8% | 15,493 | $2.6M |
| Phoenix Wealth Advisors | 0.96% | Reduce -2.3% | 14,541 | $2.4M |
| NYL Investors LLC | 0.90% | No change | 14,206 | $2.4M |
| Wealth Dimensions Group, Ltd. | 0.46% | Reduce -4.9% | 14,087 | $2.4M |
| LBJ Family Wealth Advisors, Ltd. | 1.38% | Add +0.1% | 14,450 | $2.4M |
| D.A. Davidson & Co. | 0.01% | No change | 13,970 | $2.3M |
| Captrust Financial Advisors | 0.00% | Reduce -4.6% | 13,948 | $2.3M |
| Clearstead Advisors, LLC | 0.02% | Add +2.0% | 13,111 | $2.2M |
| Parkside Financial Bank & Trust | 0.16% | Add +0.3% | 12,772 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.5% | 12,512 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +18.3% | 11,684 | $2.0M |
| Gibraltar Capital Management, Inc. | 0.32% | Add +5.9% | 11,250 | $1.9M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -4.6% | 11,185 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Add +13.4% | 10,998 | $1.8M |
| Gotham Asset Management | 0.01% | Reduce -0.9% | 10,547 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | New | 10,148 | $1.7M |
| Summit Financial, LLC | 0.02% | Reduce -10.2% | 9,873 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.5% | 8,927 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +9.9% | 8,910 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.2% | 8,713 | $1.5M |
| FourThought Financial Partners, LLC | 0.12% | Reduce -1.9% | 8,449 | $1.4M |
| Roundview Capital LLC | 0.09% | Reduce -0.9% | 8,379 | $1.4M |
| Nicolet Bankshares Inc. | 0.05% | New | 8,274 | $1.4M |
| Jordan Park Group LLC | 0.07% | No change | 8,023 | $1.3M |
| Tobias Financial Advisors, Inc. | 0.17% | Reduce -2.2% | 7,494 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +9.8% | 7,314 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -21.3% | 7,175 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.3% | 6,539 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +1.8% | 6,382 | $1.1M |
| Wrenne Financial Planning LLC | 0.39% | Reduce -0.3% | 5,992 | $1.0M |
| Morangie Management LLC | 0.91% | No change | 5,929 | $991K |
| McLean Asset Management Corp | 0.16% | Reduce -0.7% | 5,467 | $914K |
| Brooklyn FI, LLC | 0.19% | Reduce -1.1% | 5,279 | $883K |
| Dickmeyer Boyce Financial Management, Inc. | 0.51% | — | 5,197 | $869K |
| Mariner, LLC | 0.00% | Reduce -0.3% | 4,949 | $827K |
| Lido Advisors, LLC | 0.00% | Reduce -5.6% | 4,892 | $818K |
| IVC Wealth Advisors LLC | 0.31% | Reduce -1.5% | 4,329 | $724K |
| Michels Family Financial, LLC | 0.52% | Reduce -0.3% | 4,327 | $723K |
| Bank of Montreal | 0.00% | No change | 4,244 | $710K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +7.8% | 4,096 | $685K |
| Composition Wealth, LLC | 0.01% | Reduce -11.2% | 4,080 | $682K |
| NewEdge Advisors, LLC | 0.00% | Add +2.3% | 4,073 | $681K |
| 1900 Wealth Management LLC | 0.04% | Add +8.9% | 3,968 | $664K |
| Clear Retirement Advice LLC | 0.47% | Reduce -0.9% | 3,613 | $604K |
| Kelsey Financial, LLC | 0.53% | Reduce -0.7% | 3,609 | $603K |
| Jones Financial Companies LLLP | 0.00% | Add +43.1% | 3,669 | $603K |
| Ascentis Independent Advisors | 0.04% | New | 3,383 | $566K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.9% | 3,349 | $560K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -4.4% | 3,218 | $538K |
| Tennessee Valley Asset Management Partners | 0.07% | No change | 3,098 | $518K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 3,000 | $502K |
| Neuberger Berman Group LLC | 0.00% | Add +0.3% | 2,856 | $478K |
| Stordahl Capital Management, Inc. | 0.10% | Reduce -0.6% | 2,810 | $470K |
| Sound Financial Strategies Group, LLC | 0.31% | New | 2,743 | $459K |
| Citadel Advisors | 0.00% | Reduce -53.2% | 2,694 | $450K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -42.4% | 2,641 | $447K |
| First National Bank of Omaha | 0.01% | No change | 2,740 | $446K |
| Mosaic Financial Group, LLC | 0.32% | Add +0.3% | 2,658 | $445K |
| MML Investors Services, LLC | 0.00% | Reduce -23.2% | 2,657 | $444K |
| FAS Wealth Partners, Inc. | 0.03% | Add +0.4% | 2,656 | $444K |
| Investor's Fiduciary Advisor Network, LLC | 0.14% | Add +3.1% | 2,650 | $443K |
| Plancorp, LLC | 0.01% | No change | 2,507 | $440K |
| HRT Financial LP | 0.00% | New | 2,605 | $435K |
| Curi Capital, LLC | 0.01% | No change | 2,528 | $423K |
| Note Advisors, LLC | 0.21% | Add +0.2% | 2,490 | $416K |
| Freedom Investment Management, Inc. | 0.12% | Add +1.8% | 2,412 | $403K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -31.3% | 2,362 | $395K |
| Rialto Wealth Management, LLC | 0.08% | Reduce -1.2% | 2,122 | $355K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +224.7% | 2,094 | $350K |
| Vawter Financial, Ltd. | 0.14% | Reduce -22.6% | 2,061 | $345K |
| TRUE Private Wealth Advisors | 0.03% | Add +6.5% | 2,059 | $344K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -14.7% | 2,050 | $343K |
| Waverly Advisors, LLC | 0.00% | Add +1.7% | 2,048 | $343K |
| Bridgewater Advisors Inc. | 0.02% | No change | 1,854 | $342K |
| Zhang Financial LLC | 0.01% | New | 2,024 | $339K |
| Corient Private Wealth LP | 0.00% | No change | 2,003 | $335K |
| Sterling Capital Management LLC | 0.01% | Reduce -6.5% | 1,928 | $322K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -1.9% | 1,898 | $318K |
| Compound Planning, Inc. | 0.01% | No change | 1,874 | $313K |
| Northwest Wealth Management, LLC | 0.05% | Reduce -1.9% | 1,868 | $312K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -4.4% | 1,861 | $311K |
| Capital Square, LLC | 0.14% | New | 1,693 | $309K |
| AQR Capital Management | 0.00% | Reduce -14.2% | 1,839 | $308K |
| Independent Financial Group, LLC | 0.01% | Add +5.6% | 1,757 | $294K |
| Cornerstone Financial Management LLC | 0.27% | Reduce -11.8% | 1,753 | $293K |
| First Western Trust Bank | 0.01% | No change | 1,738 | $291K |
| Bank of New York Mellon Corp | 0.00% | Add +0.1% | 1,731 | $289K |
| Focused Alpha, LLC | 0.09% | New | 1,699 | $284K |
| Indiana Trust & Investment Management Co | 0.09% | No change | 1,670 | $279K |
| Quantinno Capital Management LP | 0.00% | Reduce -25.8% | 1,635 | $273K |
| Ascentis Wealth Management, LLC | 0.06% | New | 1,629 | $272K |
| Portland Global Advisors LLC | 0.03% | No change | 1,500 | $251K |
| Focus Partners Wealth | 0.00% | Add +12.8% | 1,451 | $243K |
| Vance Wealth, LLC | 0.07% | Reduce -40.2% | 1,449 | $242K |
| Fifth Third Bancorp | 0.00% | New | 1,446 | $242K |
| Ieq Capital, LLC | 0.00% | Reduce -47.2% | 1,433 | $240K |
| Elevation Point Wealth Partners, LLC | 0.01% | No change | 1,365 | $228K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 1,365 | $228K |
| LOM Asset Management Ltd | 0.07% | No change | 1,362 | $228K |
| Guidance Capital, Inc. | 0.05% | New | 1,199 | $222K |
| Integrated Wealth Concepts LLC | 0.00% | New | 1,318 | $220K |
| First Manhattan Co. Llc. | 0.00% | New | 1,270 | $212K |
| Cullinan Associates Inc. | 0.02% | New | 1,265 | $212K |
| AA Financial Advisors, LLC | 0.03% | New | 1,238 | $207K |
| FMR LLC | 0.00% | Add +19.5% | 1,225 | $205K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 1,153 | $193K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 1,153 | $193K |
| Archer Investment Corp | 0.04% | No change | 1,070 | $179K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 950 | $159K |
| Creative Financial Designs Inc. | 0.01% | No change | 888 | $149K |
| Disciplina Capital Management LLC | 0.02% | No change | 860 | $144K |
| Allworth Financial LP | 0.00% | No change | 829 | $139K |
| Cwm, LLC | 0.00% | No change | 822 | $137K |
| Farther Finance Advisors, LLC | 0.00% | Add +50.0% | 807 | $136K |
| Gleason Group, Inc. | 0.01% | Add +0.4% | 769 | $129K |
| Midway Capital Research & Management | 0.11% | New | 670 | $112K |
| Harbour Investments, Inc. | 0.00% | Add +25.8% | 609 | $102K |
| Arax Advisory Partners | 0.00% | New | 600 | $100K |
| National Bank of Canada | 0.00% | Reduce -13.9% | 465 | $78K |
| SYM FINANCIAL Corp | 0.01% | New | 421 | $70K |
| Blueline Advisors LLC | 0.04% | No change | 339 | $57K |
| Centennial Bank | 0.02% | Reduce -4.8% | 259 | $43K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 256 | $43K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 208 | $35K |
| Private Trust Co. NA | 0.00% | No change | 191 | $32K |
| CoreCap Advisors, LLC | 0.00% | No change | 159 | $27K |
| Vanguard Advisers Inc. | 0.00% | — | 155 | $26K |
| MidFirst Bank | 0.00% | No change | 140 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 140 | $23K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 126 | $23K |
| AlphaCore Capital LLC | 0.00% | No change | 111 | $19K |
| MAI Capital Management | 0.00% | No change | 100 | $17K |
| CoreFirst Bank & Trust | 0.01% | No change | 99 | $17K |
| Eastern Bank | 0.00% | No change | 96 | $16K |
| Triumph Capital Management | 0.00% | Reduce -4.4% | 86 | $14K |
| McIlrath & Eck, LLC | 0.00% | No change | 85 | $14K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 80 | $13K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 51 | $9K |
| Fairscale Capital, LLC | 0.01% | No change | 50 | $8K |
| Blue Trust, Inc. | 0.00% | No change | 49 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 42 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 40 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 40 | $7K |
| AE Wealth Management LLC | 0.00% | Add +52.0% | 38 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 35 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -10.8% | 33 | $6K |
| International Assets Investment Management, LLC | 0.00% | Reduce -25.0% | 30 | $5K |
| Qube Research & Technologies Ltd | 0.00% | New | 17 | $3K |
| Eukles Asset Management | 0.00% | Reduce -87.0% | 15 | $3K |
| Vanguard National Trust Co | 0.00% | — | 12 | $2K |
| Topsail Wealth Management, LLC | 0.00% | New | 5 | $836 |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 1 | $185 |
| Root Financial Partners, LLC | 0.00% | No change | 1 | $167 |
"% of holder's portfolio" is VTWV's weight in each manager's 13F, not the share of Vanguard Russell 2000 Value the manager owns.