VTWG Institutional Ownership & Shareholders
VANGUARD RUSSELL 2000 GROWTH (VTWG) is currently held by 220 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $749.97M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $79.22M, representing an estimated loss of -10.74% 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
220
Total Reported Value
$749.97M
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
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 308,503 | $88,750,064 | $79,220,763 | -$9,529,301 | -10.74% | |
| Morgan Stanley | 0.00% | 257,410 | $74,052,085 | $66,100,546 | -$7,951,539 | -10.74% | |
| Pathstone Holdings, Llc | 0.15% | 168,587 | $38,612,830 | $43,291,607 | +$4,678,777 | +12.12% | |
| Assetmark, Inc | 0.05% | 116,965 | $30,478,740 | $30,035,548 | -$443,192 | -1.45% | |
| Osaic Holdings, Inc. | 0.03% | 101,066 | $29,085,068 | $25,952,829 | -$3,132,239 | -10.77% | |
| Tfc Financial Management, Inc. | 2.64% | 90,479 | $23,577,112 | $23,234,184 | -$342,928 | -1.45% | |
| Lpl Financial Llc | 0.01% | 78,870 | $22,689,310 | $20,253,098 | -$2,436,212 | -10.74% | |
| Ameriprise Financial Inc | 0.00% | 75,181 | $21,983,840 | $19,305,797 | -$2,678,043 | -12.18% | |
| Wells Fargo & Company/Mn | 0.00% | 75,664 | $21,767,065 | $19,429,827 | -$2,337,238 | -10.74% | |
| Systelligence, Llc | 3.26% | 67,915 | $19,537,814 | $17,439,954 | -$2,097,860 | -10.74% | |
| Quest Investment Management Llc | 2.25% | 66,964 | $19,264,230 | $17,195,746 | -$2,068,484 | -10.74% | |
| Amg National Trust Bank | 0.32% | 54,279 | $15,615,070 | $13,938,353 | -$1,676,717 | -10.74% | |
| Ubs Group Ag | 0.00% | 49,393 | $14,209,378 | $12,683,673 | -$1,525,705 | -10.74% | |
| Equitable Holdings, Inc. | 0.08% | 49,292 | $14,180,200 | $12,657,737 | -$1,522,463 | -10.74% | |
| Envestnet Asset Management Inc | 0.00% | 42,219 | $12,145,614 | $10,841,455 | -$1,304,159 | -10.74% | |
| Raymond James Financial Inc | 0.00% | 39,615 | $11,396,646 | $10,172,772 | -$1,223,874 | -10.74% | |
| Rockefeller Capital Management L.P. | 0.02% | 39,370 | $11,326,225 | $10,109,858 | -$1,216,367 | -10.74% | |
| Cetera Investment Advisers | 0.01% | 37,169 | $10,692,560 | $9,544,661 | -$1,147,899 | -10.74% | |
| Westhill Financial Advisors, Inc. | 1.79% | 40,898 | $10,657,257 | $10,502,234 | -$155,023 | -1.45% | |
| Silvercrest Asset Management Group Llc | 0.06% | 34,002 | $9,781,732 | $8,731,404 | -$1,050,328 | -10.74% | |
| Institute For Wealth Management, Llc. | 0.83% | 32,625 | $9,385,574 | $8,377,803 | -$1,007,771 | -10.74% | |
| Stifel Financial Corp | 0.01% | 29,201 | $8,402,505 | $7,498,551 | -$903,954 | -10.76% | |
| Lji Wealth Management, Llc | 1.13% | 30,993 | $8,076,168 | $7,958,720 | -$117,448 | -1.45% | |
| Nvest Financial, Llc | 2.47% | 27,103 | $7,796,888 | $6,959,804 | -$837,084 | -10.74% | |
| Westwood Holdings Group Inc | 0.05% | 23,922 | $6,881,985 | $6,142,952 | -$739,033 | -10.74% | |
| Centric Wealth Management | 1.02% | 24,280 | $6,543,837 | $6,234,883 | -$308,954 | -4.72% | |
| Royal Bank Of Canada | 0.00% | 22,662 | $6,520,000 | $5,819,395 | -$700,605 | -10.75% | |
| Cwm, Llc | 0.02% | 27,564 | $6,313,095 | $7,078,184 | +$765,089 | +12.12% | |
| Susquehanna International Group, Llp | 0.01% | 21,507 | $6,187,142 | $5,522,802 | -$664,340 | -10.74% | |
| Kestra Advisory Services, Llc | 0.02% | 20,081 | $5,776,991 | $5,156,618 | -$620,373 | -10.74% | |
| Riversedge Advisors, Llc | 0.68% | 21,164 | $5,514,834 | $5,434,723 | -$80,111 | -1.45% | |
| Fifth Third Securities, Inc. | 0.27% | 20,878 | $5,440,434 | $5,361,280 | -$79,154 | -1.45% | |
| Vestmark Advisory Solutions, Inc. | 0.05% | 18,061 | $5,195,796 | $4,637,900 | -$557,896 | -10.74% | |
| Savant Capital, Llc | 0.02% | 19,787 | $5,109,898 | $5,081,122 | -$28,776 | -0.56% | |
| Goldman Sachs Group Inc | 0.00% | 17,654 | $5,078,710 | $4,533,387 | -$545,323 | -10.74% | |
| Rwa Wealth Partners, Llc | 0.05% | 17,629 | $5,071,469 | $4,526,967 | -$544,502 | -10.74% | |
| Jpmorgan Chase & Co | 0.00% | 17,538 | $4,994,471 | $4,503,599 | -$490,872 | -9.83% | |
| Allegheny Financial Group | 0.50% | 16,440 | $4,729,590 | $4,221,642 | -$507,948 | -10.74% | |
| Commerce Bank | 0.02% | 16,180 | $4,654,669 | $4,154,877 | -$499,792 | -10.74% | |
| Brandywine Asset Management, Inc. | 3.43% | 18,550 | $4,325,731 | $4,763,471 | +$437,740 | +10.12% | |
| Ivc Wealth Advisors Llc | 1.70% | 16,241 | $4,232,022 | $4,170,541 | -$61,481 | -1.45% | |
| Fiducient Advisors Llc | 0.53% | 12,911 | $3,714,242 | $3,315,427 | -$398,815 | -10.74% | |
| National Philanthropic Trust | 0.05% | 12,147 | $3,494,454 | $3,119,239 | -$375,215 | -10.74% | |
| Citadel Advisors Llc | 0.00% | 11,843 | $3,406,999 | $3,041,175 | -$365,824 | -10.74% | |
| Grey Fox Wealth Advisors, Llc | 0.53% | 11,822 | $3,400,891 | $3,035,782 | -$365,109 | -10.74% | |
| Summit Financial, Llc | 0.04% | 11,504 | $3,309,447 | $2,954,123 | -$355,324 | -10.74% | |
| Aqr Capital Management Llc | 0.00% | 11,099 | $3,192,890 | $2,850,122 | -$342,768 | -10.74% | |
| Virtue Capital Management, Llc | 0.41% | 12,079 | $3,147,546 | $3,101,777 | -$45,769 | -1.45% | |
| Fifth Third Bancorp | 0.00% | 10,456 | $3,007,986 | $2,685,006 | -$322,980 | -10.74% | |
| Bragg Financial Advisors, Inc | 0.08% | 10,450 | $3,006,261 | $2,683,465 | -$322,796 | -10.74% |
Frequently asked questions about VTWG
Who are the largest institutional holders of VTWG?
The largest institutional holders of VTWG reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Pathstone Holdings, Llc, Assetmark, Inc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported VTWG position.
What is VTWG institutional ownership?
This page tracks VTWG positions reported by institutional investment managers through SEC Form 13F. VANGUARD RUSSELL 2000 GROWTH (VTWG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VTWG?
InsiderSet currently tracks 220 institutional managers reporting VTWG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VTWG shareholders.
How much VTWG stock do institutions own?
Institutional investment managers disclosed approximately $749.97M in VTWG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VTWG institutional ownership last updated?
The latest VTWG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VTWG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VTWG position after the reporting date.
Are institutions buying or selling VTWG?
Institutional buying and selling can be analyzed by comparing VTWG positions across consecutive 13F reporting periods. InsiderSet's VTWG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VTWG ownership changes.
How has VTWG institutional ownership changed over time?
InsiderSet tracks VTWG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.