VANGUARD RUSSELL 2000 VALUE (VTWV) Institutional Ownership Changes & 13F Activity

VANGUARD RUSSELL 2000 VALUE (VTWV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Ameriprise Financial Inc, Equitable Holdings, Inc., Royal Bank Of Canada, and Two Sigma Investments, Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Parkside Financial Bank & TrustSell-36-0.3%12,736$2.49MQ2 2026Sep 04, 2026
Cornerstone Financial Management LlcSell-88-5.0%1,665$325.46KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-100-5.0%1,903$371.92KQ2 2026Aug 27, 2026
Equitable Holdings, Inc.Buy+26,939+37.5%98,687$19.29MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+68,52268,522$13.40MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+13,856+118.6%25,540$4.99MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-9,800-39.8%14,800$2.89MQ2 2026Aug 14, 2026
Bank Of America CorpSell-6,862-1.6%418,871$81.86MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+5,659+6.3%95,396$18.64MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+2,195+21.6%12,343$2.41MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+2,0182,018$403.98KQ2 2026Aug 14, 2026
Syon Capital LlcBuy+1,5901,590$310.75KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-1,315-2.2%59,430$11.62MQ2 2026Aug 14, 2026
Silvercrest Asset Management Group LlcSell-1,297-4.8%25,801$5.04MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-1,160-2.4%46,658$9.12MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-795-11.1%6,380$1.25MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+389+21.2%2,228$435.44KQ2 2026Aug 14, 2026
Jones Financial Companies LllpSell-254-6.9%3,415$667.81KQ2 2026Aug 14, 2026
Vance Wealth, LlcSell-221-15.3%1,228$240.00KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+186186$36.35KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+142+0.7%20,883$4.08MQ2 2026Aug 14, 2026
Note Advisors, LlcBuy+37+1.5%2,527$493.88KQ2 2026Aug 14, 2026
Michels Family Financial, LlcSell-31-0.7%4,296$839.70KQ2 2026Aug 14, 2026
Guardian Wealth Advisors, Llc / NcSell-24-2.1%1,129$220.70KQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcBuy+7+0.2%4,103$801.85KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+1+0.0%2,049$400.39KQ2 2026Aug 14, 2026
Morgan StanleyBuy+89,712+45.3%287,799$56.25MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-4,559-5.0%86,298$16.87MQ2 2026Aug 13, 2026
Ubs Group AgBuy+3,298+8.6%41,836$8.18MQ2 2026Aug 13, 2026
Mariner, LlcBuy+375+7.6%5,324$1.04MQ2 2026Aug 13, 2026
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Frequently asked questions about VTWV activity

  • Which institutional owners are buying VTWV?

    Institutional owners buying VTWV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in VTWV activity?

    "Buy" means an investor increased their reported position in VTWV compared to the prior reporting period. This reflects growing exposure to VANGUARD RUSSELL 2000 VALUE (VTWV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VTWV increasing?

    Institutional interest in VTWV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.