VANGUARD RUSSELL 2000 GROWTH (VTWG) Top Institutional Shareholders

VANGUARD RUSSELL 2000 GROWTH (VTWG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $620.54M in VTWG holdings during the latest filing period.

Bank Of America Corp is currently the largest disclosed institutional shareholder of VTWG tracked by InsiderSet, reporting ownership valued at approximately $69.94M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $84.76M, representing an estimated gain of +21.19% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed VTWG value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Pathstone Holdings, Llc, and several other long-term asset managers with concentrated positions in VANGUARD RUSSELL 2000 GROWTH (VTWG).

This page ranks the largest institutional VTWG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

199

Total Reported Value

$620.54M

Largest Holder

Bank Of America Corp

Largest Position

$69.94M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

180

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bank Of America Corp0.01%305,368$69,940,959$84,760,996+$14,820,037+21.19%
Morgan Stanley0.00%223,062$51,089,870$61,915,319+$10,825,449+21.19%
Pathstone Holdings, Llc0.15%168,587$38,612,830$46,794,694+$8,181,864+21.19%
Assetmark, Inc0.05%114,799$26,293,345$31,864,758+$5,571,413+21.19%
Osaic Holdings, Inc.0.03%99,042$22,692,393$27,491,088+$4,798,695+21.15%
Tfc Financial Management, Inc.2.32%82,375$18,867,086$22,864,829+$3,997,743+21.19%
Ameriprise Financial Inc0.00%75,467$17,216,805$20,947,375+$3,730,570+21.67%
Systelligence, Llc3.30%74,008$16,950,652$20,542,401+$3,591,749+21.19%
Wells Fargo & Company/Mn0.00%73,438$16,820,132$20,384,186+$3,564,054+21.19%
Private Advisor Group, Llc0.08%71,395$16,352,219$19,817,110+$3,464,891+21.19%
Lpl Financial Llc0.00%62,712$14,363,400$17,406,970+$3,043,570+21.19%
Equitable Holdings, Inc.0.08%52,285$12,338,737$14,512,747+$2,174,010+17.62%
Ubs Group Ag0.00%51,867$11,879,514$14,396,723+$2,517,209+21.19%
Sound Income Strategies, Llc0.52%46,580$10,749,957$12,929,211+$2,179,254+20.27%
Envestnet Asset Management Inc0.00%43,858$10,045,089$12,173,665+$2,128,576+21.19%
Westhill Financial Advisors, Inc.1.83%41,701$9,551,141$11,574,947+$2,023,806+21.19%
Rockefeller Capital Management L.P.0.02%40,806$9,346,335$11,326,521+$1,980,186+21.19%
Raymond James Financial Inc0.00%40,237$9,216,018$11,168,584+$1,952,566+21.19%
Cetera Investment Advisers0.01%38,082$8,722,178$10,570,421+$1,848,243+21.19%
Kestra Advisory Services, Llc0.03%34,553$7,913,894$9,590,876+$1,676,982+21.19%
Lji Wealth Management, Llc1.24%33,733$7,726,176$9,363,269+$1,637,093+21.19%
Silvercrest Asset Management Group Llc0.06%33,726$7,724,646$9,361,326+$1,636,680+21.19%
Amg National Trust Bank0.17%33,690$7,716,286$9,351,333+$1,635,047+21.19%
Institute For Wealth Management, Llc.0.83%33,642$7,705,300$9,338,010+$1,632,710+21.19%
Kingsview Wealth Management, Llc0.10%31,614$7,240,810$8,775,098+$1,534,288+21.19%
Susquehanna International Group, Llp0.01%31,532$7,222,029$8,752,337+$1,530,308+21.19%
Royal Bank Of Canada0.00%28,675$6,568,000$7,959,320+$1,391,320+21.18%
Cwm, Llc0.02%27,564$6,313,095$7,650,939+$1,337,844+21.19%
Westwood Holdings Group Inc0.05%27,338$6,261,519$7,588,209+$1,326,690+21.19%
Fifth Third Securities, Inc.0.37%25,014$5,729,377$6,943,136+$1,213,759+21.18%
Nvest Financial, Llc2.12%24,847$5,690,951$6,896,782+$1,205,831+21.19%
Hightower Advisors, Llc0.01%24,517$5,615,382$6,805,184+$1,189,802+21.19%
Riversedge Advisors, Llc0.82%22,236$5,092,826$6,172,047+$1,079,221+21.19%
Stifel Financial Corp0.00%21,488$4,921,692$5,964,424+$1,042,732+21.19%
Td Waterhouse Canada Inc.0.01%19,669$4,533,886$5,459,524+$925,638+20.42%
Centric Wealth Management0.90%17,153$4,522,418$4,761,158+$238,740+5.28%
Brandywine Asset Management, Inc.3.43%18,550$4,325,731$5,148,924+$823,193+19.03%
Rwa Wealth Partners, Llc0.04%17,079$3,911,702$4,740,618+$828,916+21.19%
Allegheny Financial Group0.52%16,806$3,849,324$4,664,841+$815,517+21.19%
Virtue Capital Management, Llc0.58%17,359$3,811,168$4,818,338+$1,007,170+26.43%
Ivc Wealth Advisors Llc1.65%16,594$3,800,730$4,605,997+$805,267+21.19%
Commerce Bank0.02%14,405$3,299,294$3,998,396+$699,102+21.19%
Creative Planning0.00%13,688$3,135,073$3,799,378+$664,305+21.19%
Gts Securities Llc0.11%13,282$3,042,083$3,686,685+$644,602+21.19%
Vermillion Wealth Management, Inc.1.16%12,732$2,916,209$3,534,021+$617,812+21.19%
Ieq Capital, Llc0.01%11,675$2,674,019$3,240,630+$566,611+21.19%
Summit Financial, Llc0.03%11,532$2,641,322$3,200,937+$559,615+21.19%
Grey Fox Wealth Advisors, Llc0.49%11,116$2,545,925$3,085,468+$539,543+21.19%
Parkside Financial Bank & Trust0.19%11,065$2,534,333$3,071,312+$536,979+21.19%
Concurrent Investment Advisors, Llc0.03%10,863$2,488,032$3,015,243+$527,211+21.19%

Frequently asked questions about VTWG

  • Who owns the most VTWG stock?

    The largest holders of VTWG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD RUSSELL 2000 GROWTH (VTWG).

  • Is VTWG widely held by superinvestors?

    Many widely followed stocks like VTWG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VTWG is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.