Institutional Ownership Vanguard Russell 2000 Value Et (VTWV)
This table provides information about the institutional ownership of Vanguard Russell 2000 Value Et (VTWV). We have compiled data on the 166 institutions that hold shares in the stock, with a total of 2.53 Million shares, which have been reported (via 13F filing form) to have a value of $314 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
452,691
shares
|
$56.4 Million
0.01% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
163,028
shares
|
$20.3 Million
0.11% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
129,074
shares
|
$16.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
106,562
shares
|
$13.3 Million
0.01% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
91,089
shares
|
$11.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
86,588
shares
|
$10.8 Million
0.03% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
84,801
shares
|
$10.6 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
62,445
shares
|
$7.77 Million
1.92% of portfolio
|
Q4 2024
Reduced 13.83%
|
|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
57,106
shares
|
$7.11 Million
1.74% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
55,196
shares
|
$6.87 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
53,782
shares
|
$6.7 Million
1.18% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
51,022
shares
|
$6.35 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
43,992
shares
|
$5.48 Million
0.77% of portfolio
|
Q1 2025
Added 106.15%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
36,032
shares
|
$4.49 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
35,333
shares
|
$4.4 Million
0.0% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
34,463
shares
|
$4.29 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
30,212
shares
|
$3.76 Million
0.01% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
28,061
shares
|
$3.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
26,632
shares
|
$3.32 Million
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
25,376
shares
|
$3.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
25,033
shares
|
$3.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
24,982
shares
|
$3.11 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,492
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2023
Added 0.47%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
24,200
shares
|
$3.01 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,946
shares
|
$2.86 Million
0.02% of portfolio
|
Q4 2024
Added 86.87%
|