VANGUARD RUSSELL 2000 GROWTH (VTWG) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $770.60M 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 $88.75M in its June 30, 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 $81.59M, representing an estimated loss of -8.07% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 49% 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

221

Total Reported Value

$770.60M

Largest Holder

Bank Of America Corp

Largest Position

$88.75M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

53

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bank Of America Corp0.01%308,503$88,750,064$81,591,547-$7,158,517-8.07%
Morgan Stanley0.00%257,410$74,052,085$68,078,690-$5,973,395-8.07%
Pathstone Holdings, Llc0.15%168,587$38,612,830$44,587,165+$5,974,335+15.47%
Assetmark, Inc0.06%113,045$32,520,831$29,897,656-$2,623,175-8.07%
Osaic Holdings, Inc.0.03%101,066$29,085,068$26,729,501-$2,355,567-8.10%
Tfc Financial Management, Inc.2.78%87,140$25,068,459$23,046,412-$2,022,047-8.07%
Lpl Financial Llc0.01%78,870$22,689,310$20,859,198-$1,830,112-8.07%
Ameriprise Financial Inc0.00%75,181$21,983,840$19,883,548-$2,100,292-9.55%
Wells Fargo & Company/Mn0.00%75,664$21,767,065$20,011,289-$1,755,776-8.07%
Systelligence, Llc3.26%67,915$19,537,814$17,961,867-$1,575,947-8.07%
Amg National Trust Bank0.32%54,279$15,615,070$14,355,477-$1,259,593-8.07%
Sound Income Strategies, Llc0.70%54,217$15,597,029$14,339,079-$1,257,950-8.07%
Ubs Group Ag0.00%49,393$14,209,378$13,063,248-$1,146,130-8.07%
Equitable Holdings, Inc.0.08%49,292$14,180,200$13,036,536-$1,143,664-8.07%
Envestnet Asset Management Inc0.00%42,219$12,145,614$11,165,900-$979,714-8.07%
Westhill Financial Advisors, Inc.2.03%41,503$11,939,647$10,976,535-$963,112-8.07%
Raymond James Financial Inc0.00%39,615$11,396,646$10,477,205-$919,441-8.07%
Rockefeller Capital Management L.P.0.02%39,370$11,326,225$10,412,408-$913,817-8.07%
Cetera Investment Advisers0.01%37,169$10,692,560$9,830,297-$862,263-8.06%
Silvercrest Asset Management Group Llc0.06%34,002$9,781,732$8,992,703-$789,029-8.07%
Institute For Wealth Management, Llc.0.83%32,625$9,385,574$8,628,520-$757,054-8.07%
Lji Wealth Management, Llc1.27%31,517$9,066,903$8,335,481-$731,422-8.07%
Stifel Financial Corp0.01%29,201$8,402,505$7,722,955-$679,550-8.09%
Nvest Financial, Llc2.47%27,103$7,796,888$7,168,085-$628,803-8.06%
Westwood Holdings Group Inc0.05%23,922$6,881,985$6,326,788-$555,197-8.07%
Fifth Third Securities, Inc.0.39%23,571$6,780,934$6,233,957-$546,977-8.07%
Centric Wealth Management1.02%24,280$6,543,837$6,421,470-$122,367-1.87%
Royal Bank Of Canada0.00%22,662$6,520,000$5,993,548-$526,452-8.07%
Cwm, Llc0.02%27,564$6,313,095$7,290,008+$976,913+15.47%
Riversedge Advisors, Llc0.83%21,783$6,266,511$5,761,074-$505,437-8.07%
Susquehanna International Group, Llp0.01%21,507$6,187,142$5,688,079-$499,063-8.07%
Kestra Advisory Services, Llc0.02%20,081$5,776,991$5,310,937-$466,054-8.07%
Td Waterhouse Canada Inc.0.01%19,203$5,475,860$5,078,727-$397,133-7.25%
Virtue Capital Management, Llc0.72%18,829$5,416,734$4,979,813-$436,921-8.07%
Vestmark Advisory Solutions, Inc.0.05%18,061$5,195,796$4,776,696-$419,100-8.07%
Savant Capital, Llc0.02%19,787$5,109,898$5,233,181+$123,283+2.41%
Goldman Sachs Group Inc0.00%17,654$5,078,710$4,669,054-$409,656-8.07%
Rwa Wealth Partners, Llc0.05%17,629$5,071,469$4,662,442-$409,027-8.07%
Jpmorgan Chase & Co0.00%17,538$4,994,471$4,638,375-$356,096-7.13%
Allegheny Financial Group0.50%16,440$4,729,590$4,347,981-$381,609-8.07%
Ivc Wealth Advisors Llc1.83%16,314$4,693,231$4,314,657-$378,574-8.07%
Commerce Bank0.02%16,180$4,654,669$4,279,217-$375,452-8.07%
Brandywine Asset Management, Inc.3.43%18,550$4,325,731$4,906,024+$580,293+13.41%
Vermillion Wealth Management, Inc.0.91%13,504$3,884,953$3,571,480-$313,473-8.07%
Fiducient Advisors Llc0.53%12,911$3,714,242$3,414,646-$299,596-8.07%
National Philanthropic Trust0.05%12,147$3,494,454$3,212,586-$281,868-8.07%
Citadel Advisors Llc0.00%11,843$3,406,999$3,132,186-$274,813-8.07%
Grey Fox Wealth Advisors, Llc0.53%11,822$3,400,891$3,126,632-$274,259-8.06%
Summit Financial, Llc0.04%11,504$3,309,447$3,042,528-$266,919-8.07%
Parkside Financial Bank & Trust0.22%11,336$3,261,003$2,998,097-$262,906-8.06%
Showing 50 of 221

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.