VANGUARD RUSSELL 2000 VALUE (VTWV) Institutional Shareholders
VANGUARD RUSSELL 2000 VALUE (VTWV) 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 $583.49M in VTWV holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of VTWV tracked by InsiderSet, reporting ownership valued at approximately $81.86M 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 $80.21M, representing an estimated loss of -2.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed VTWV 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 VALUE (VTWV).
This page ranks the largest institutional VTWV 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
190
Total Reported Value
$583.49M
Largest Holder
Bank Of America Corp
Largest Position
$81.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
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% | 418,871 | $81,864,214 | $80,213,797 | -$1,650,418 | -2.02% | |
| Morgan Stanley | 0.00% | 287,799 | $56,247,643 | $55,113,509 | -$1,134,135 | -2.02% | |
| Pathstone Holdings, Llc | 0.14% | 211,225 | $35,321,125 | $40,449,588 | +$5,128,463 | +14.52% | |
| Commerce Bank | 0.10% | 120,264 | $23,504,396 | $23,030,556 | -$473,840 | -2.02% | |
| Lpl Financial Llc | 0.01% | 117,898 | $23,042,044 | $22,577,467 | -$464,577 | -2.02% | |
| Equitable Holdings, Inc. | 0.12% | 98,687 | $19,287,400 | $18,898,561 | -$388,840 | -2.02% | |
| Wells Fargo & Company/Mn | 0.00% | 95,396 | $18,644,178 | $18,268,334 | -$375,844 | -2.02% | |
| Rockefeller Capital Management L.P. | 0.03% | 86,298 | $16,866,225 | $16,526,067 | -$340,158 | -2.02% | |
| Savant Capital, Llc | 0.05% | 91,791 | $16,644,493 | $17,577,977 | +$933,484 | +5.61% | |
| Bragg Financial Advisors, Inc | 0.43% | 82,247 | $16,074,305 | $15,750,301 | -$324,005 | -2.02% | |
| Ameriprise Financial Inc | 0.00% | 68,522 | $13,397,585 | $13,121,963 | -$275,622 | -2.06% | |
| First American Trust, Fsb | 0.79% | 67,143 | $13,122,429 | $12,857,885 | -$264,545 | -2.02% | |
| Osaic Holdings, Inc. | 0.01% | 59,430 | $11,615,465 | $11,380,845 | -$234,620 | -2.02% | |
| Westhill Financial Advisors, Inc. | 1.93% | 57,957 | $11,327,070 | $11,098,766 | -$228,305 | -2.02% | |
| Amg National Trust Bank | 0.22% | 55,783 | $10,902,233 | $10,682,445 | -$219,789 | -2.02% | |
| Financial Advisory Corp | 1.30% | 50,160 | $9,803,293 | $9,605,640 | -$197,653 | -2.02% | |
| Raymond James Financial Inc | 0.00% | 46,658 | $9,118,910 | $8,935,007 | -$183,903 | -2.02% | |
| Institute For Wealth Management, Llc. | 0.74% | 42,835 | $8,371,673 | $8,202,903 | -$168,771 | -2.02% | |
| Ubs Group Ag | 0.00% | 41,836 | $8,176,428 | $8,011,594 | -$164,834 | -2.02% | |
| Rwa Wealth Partners, Llc | 0.07% | 37,908 | $7,408,802 | $7,259,382 | -$149,420 | -2.02% | |
| Jpmorgan Chase & Co | 0.00% | 33,847 | $6,605,760 | $6,481,701 | -$124,060 | -1.88% | |
| Cetera Investment Advisers | 0.01% | 32,275 | $6,307,759 | $6,180,663 | -$127,097 | -2.01% | |
| Truist Financial Corp | 0.01% | 28,883 | $5,644,962 | $5,531,095 | -$113,868 | -2.02% | |
| Silvercrest Asset Management Group Llc | 0.03% | 25,801 | $5,042,626 | $4,940,892 | -$101,735 | -2.02% | |
| Royal Bank Of Canada | 0.00% | 25,540 | $4,991,000 | $4,890,910 | -$100,090 | -2.01% | |
| Pw Nova Financial Services Llc | 1.06% | 25,260 | $4,936,752 | $4,837,290 | -$99,462 | -2.01% | |
| Virtue Capital Management, Llc | 0.66% | 25,100 | $4,905,544 | $4,806,650 | -$98,894 | -2.02% | |
| Zhang Financial Llc | 0.13% | 21,923 | $4,284,546 | $4,198,255 | -$86,292 | -2.01% | |
| Goldman Sachs Group Inc | 0.00% | 20,883 | $4,081,374 | $3,999,095 | -$82,280 | -2.02% | |
| Brandywine Asset Management, Inc. | 3.08% | 22,843 | $3,886,468 | $4,374,435 | +$487,967 | +12.56% | |
| Envestnet Asset Management Inc | 0.00% | 19,788 | $3,867,418 | $3,789,402 | -$78,016 | -2.02% | |
| Blackrock, Inc. | 0.00% | 18,520 | $3,619,589 | $3,546,580 | -$73,009 | -2.02% | |
| Kestra Advisory Services, Llc | 0.01% | 18,241 | $3,565,004 | $3,493,152 | -$71,853 | -2.02% | |
| Cibc World Market Inc. | 0.01% | 17,352 | $3,391,275 | $3,322,908 | -$68,367 | -2.02% | |
| Bartlett & Co. Wealth Management Llc | 0.04% | 16,829 | $3,289,060 | $3,222,754 | -$66,307 | -2.02% | |
| Rodgers & Associates, Ltd | 0.27% | 15,359 | $3,001,797 | $2,941,249 | -$60,549 | -2.02% | |
| Phoenix Wealth Advisors | 1.00% | 15,218 | $2,974,108 | $2,914,247 | -$59,861 | -2.01% | |
| Allegheny Financial Group | 0.31% | 15,129 | $2,956,941 | $2,897,204 | -$59,738 | -2.02% | |
| Two Sigma Investments, Lp | 0.00% | 14,800 | $2,892,512 | $2,834,200 | -$58,312 | -2.02% | |
| Lbj Family Wealth Advisors, Ltd. | 1.43% | 14,363 | $2,803,000 | $2,750,515 | -$52,486 | -1.87% | |
| Captrust Financial Advisors | 0.00% | 14,211 | $2,777,352 | $2,721,407 | -$55,946 | -2.01% | |
| Nyl Investors Llc | 1.06% | 14,206 | $2,776,421 | $2,720,449 | -$55,972 | -2.02% | |
| Wealth Dimensions Group, Ltd. | 0.49% | 14,040 | $2,743,938 | $2,688,660 | -$55,278 | -2.01% | |
| D.A. Davidson & Co. | 0.02% | 13,970 | $2,730,297 | $2,675,255 | -$55,042 | -2.02% | |
| Clearstead Advisors, Llc | 0.02% | 13,113 | $2,562,709 | $2,511,140 | -$51,570 | -2.01% | |
| Parkside Financial Bank & Trust | 0.17% | 12,736 | $2,489,074 | $2,438,944 | -$50,130 | -2.01% | |
| Susquehanna International Group, Llp | 0.00% | 12,343 | $2,412,316 | $2,363,685 | -$48,632 | -2.02% | |
| Commonwealth Equity Services, Llc | 0.00% | 11,903 | $2,326,420 | $2,279,425 | -$46,996 | -2.02% | |
| Sowell Financial Services Llc | 0.07% | 11,666 | $2,279,944 | $2,234,039 | -$45,905 | -2.01% | |
| Oppenheimer & Co Inc | 0.02% | 11,557 | $2,258,700 | $2,213,166 | -$45,535 | -2.02% |
Frequently asked questions about VTWV
Who owns the most VTWV stock?
The largest holders of VTWV 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 VALUE (VTWV).
Is VTWV widely held by superinvestors?
Many widely followed stocks like VTWV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VTWV 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.