VANGUARD RUSSELL 2000 VALUE VTWV
$195.21
-0.1% 52w: $132.54 – $195.54
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data132.54164.04195.54
Jun 20, 2025 Jul 2, 2026
Institutional holders
193
+21 QoQ
13F value
$523.3M
+22.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
2.6×
$191K calls / $74K puts
Institutional value by quarter
Number of holders
Who owns VTWV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 425.7K | $71.2M | 0.0% | +9.3% |
| Pathstone Holdings, LLC | Diversified mechanical | 211.2K | $35.3M | 0.1% | +2.3% |
| MORGAN STANLEY | Bank broker | 198.1K | $33.1M | 0.0% | +13.0% |
| COMMERCE BANK | Diversified mechanical | 123.8K | $20.7M | 0.1% | +30.0% |
| LPL Financial LLC | Bank broker | 117.1K | $19.6M | 0.0% | 0.0% |
| QUEST INVESTMENT MANAGEMENT LLC | Other | 97.6K | $16.3M | 1.9% | New |
| Private Advisor Group, LLC | Wealth advisor | 95.6K | $16.0M | 0.1% | +410.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 90.9K | $15.2M | 0.0% | -3.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 89.7K | $15.0M | 0.0% | +8.8% |
| Bragg Financial Advisors, Inc | Other | 83.7K | $14.0M | 0.4% | -2.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 75.5K | $12.6M | 0.0% | -2.4% |
| Equitable Holdings, Inc. | Wealth advisor | 71.7K | $11.5M | 0.1% | +224.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 60.7K | $10.2M | 0.0% | +2.2% |
| WestHill Financial Advisors, Inc. | Wealth advisor | 58.2K | $9.7M | 1.9% | -1.6% |
| FIRST AMERICAN TRUST, FSB | Other | 55.1K | $9.2M | 0.6% | New |
| Financial Advisory Corp | Wealth advisor | 50.3K | $8.4M | 1.2% | -0.3% |
| AMG National Trust Bank | Wealth advisor | 48.7K | $8.2M | 0.2% | +9.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 47.8K | $8.0M | 0.0% | +19.2% |
| Savant Capital, LLC | Wealth advisor | 45.9K | $7.7M | 0.0% | -0.8% |
| Institute for Wealth Management, LLC. | Other | 43.4K | $7.3M | 0.8% | -0.3% |
| UBS Group AG | Bank broker | 38.5K | $6.4M | 0.0% | +18.7% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 37.5K | $6.3M | 0.1% | -1.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 35.8K | $6.0M | 0.0% | -0.6% |
| Cetera Investment Advisers | Wealth advisor | 33.6K | $5.6M | 0.0% | 0.0% |
| JPMORGAN CHASE & CO | Bank broker | 31.2K | $5.1M | 0.0% | +41.6% |
| Virtue Capital Management, LLC | Wealth advisor | 30.2K | $4.9M | 0.7% | +19.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 28.9K | $4.8M | 0.0% | +836.9% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Other | 27.1K | $4.5M | 0.0% | -4.4% |
| FRANKLIN RESOURCES INC | Long only active | 26.2K | $4.4M | 0.0% | +5.6% |
| PW Nova Financial Services LLC | Wealth advisor | 25.3K | $4.2M | 1.2% | -0.1% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 24.6K | $4.1M | 0.0% | New |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | Other | 24.2K | $4.0M | 0.2% | +1.1% |
| BlackRock, Inc. | Index provider | 23.4K | $3.9M | 0.0% | +1.4% |
| Brandywine Asset Management, Inc. | Wealth advisor | 22.8K | $3.9M | 3.1% | +0.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 20.7K | $3.5M | 0.0% | -12.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 18.8K | $3.1M | 0.0% | +31.1% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | Diversified mechanical | 16.8K | $3.1M | 0.0% | Held |
| HighTower Advisors, LLC | Diversified mechanical | 18.3K | $3.1M | 0.0% | -4.9% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 17.4K | $2.9M | 0.0% | +0.2% |
| Allegheny Financial Group | Wealth advisor | 15.9K | $2.7M | 0.4% | -0.4% |
| Rodgers & Associates, LTD | Wealth advisor | 15.5K | $2.6M | 0.3% | -5.8% |
| Phoenix Wealth Advisors | Wealth advisor | 14.5K | $2.4M | 1.0% | -2.3% |
| NYL Investors LLC | Wealth advisor | 14.2K | $2.4M | 0.9% | Held |
| Wealth Dimensions Group, Ltd. | Wealth advisor | 14.1K | $2.4M | 0.5% | -4.9% |
| LBJ Family Wealth Advisors, Ltd. | Wealth advisor | 14.4K | $2.4M | 1.4% | +0.1% |
| D.A. DAVIDSON & CO. | Wealth advisor | 14.0K | $2.3M | 0.0% | Held |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 13.9K | $2.3M | 0.0% | -4.6% |
| Clearstead Advisors, LLC | Wealth advisor | 13.1K | $2.2M | 0.0% | +2.0% |
| Parkside Financial Bank & Trust | Diversified mechanical | 12.8K | $2.1M | 0.2% | +0.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 12.5K | $2.1M | 0.0% | +4.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.