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 $490.36M 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 $71.19M 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 $83.05M, representing an estimated gain of +16.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed VTWV value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Pathstone Holdings, Llc, Morgan Stanley, 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
192
Total Reported Value
$490.36M
Largest Holder
Bank Of America Corp
Largest Position
$71.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
149
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% | 425,733 | $71,191,087 | $83,053,186 | +$11,862,099 | +16.66% | |
| Pathstone Holdings, Llc | 0.14% | 211,225 | $35,321,125 | $41,206,364 | +$5,885,239 | +16.66% | |
| Morgan Stanley | 0.00% | 198,087 | $33,124,295 | $38,643,367 | +$5,519,072 | +16.66% | |
| Commerce Bank | 0.10% | 123,761 | $20,695,314 | $24,143,642 | +$3,448,328 | +16.66% | |
| Lpl Financial Llc | 0.01% | 117,103 | $19,581,995 | $22,844,781 | +$3,262,786 | +16.66% | |
| Rockefeller Capital Management L.P. | 0.03% | 90,857 | $15,193,135 | $17,724,638 | +$2,531,503 | +16.66% | |
| Wells Fargo & Company/Mn | 0.00% | 89,737 | $15,005,821 | $17,506,145 | +$2,500,324 | +16.66% | |
| Bragg Financial Advisors, Inc | 0.44% | 83,703 | $13,996,774 | $16,329,016 | +$2,332,242 | +16.66% | |
| Ameriprise Financial Inc | 0.00% | 75,528 | $12,624,952 | $14,734,214 | +$2,109,262 | +16.71% | |
| Equitable Holdings, Inc. | 0.07% | 71,748 | $11,474,658 | $13,996,801 | +$2,522,143 | +21.98% | |
| Westhill Financial Advisors, Inc. | 1.93% | 57,957 | $11,327,070 | $11,306,414 | -$20,656 | -0.18% | |
| Osaic Holdings, Inc. | 0.01% | 60,745 | $10,157,989 | $11,850,305 | +$1,692,316 | +16.66% | |
| Financial Advisory Corp | 1.30% | 50,160 | $9,803,293 | $9,785,353 | -$17,940 | -0.18% | |
| First American Trust, Fsb | 0.62% | 55,057 | $9,206,628 | $10,740,674 | +$1,534,046 | +16.66% | |
| Institute For Wealth Management, Llc. | 0.74% | 42,835 | $8,371,673 | $8,356,372 | -$15,301 | -0.18% | |
| Amg National Trust Bank | 0.18% | 48,749 | $8,151,814 | $9,510,091 | +$1,358,277 | +16.66% | |
| Raymond James Financial Inc | 0.00% | 47,818 | $7,996,106 | $9,328,469 | +$1,332,363 | +16.66% | |
| Savant Capital, Llc | 0.04% | 45,899 | $7,675,291 | $8,954,105 | +$1,278,814 | +16.66% | |
| Ubs Group Ag | 0.00% | 38,538 | $6,444,324 | $7,518,101 | +$1,073,777 | +16.66% | |
| Rwa Wealth Partners, Llc | 0.07% | 37,487 | $6,268,629 | $7,313,069 | +$1,044,440 | +16.66% | |
| Truist Financial Corp | 0.01% | 28,883 | $5,644,962 | $5,634,577 | -$10,385 | -0.18% | |
| Cetera Investment Advisers | 0.01% | 33,612 | $5,620,605 | $6,557,123 | +$936,518 | +16.66% | |
| Pw Nova Financial Services Llc | 1.06% | 25,260 | $4,936,752 | $4,927,792 | -$8,960 | -0.18% | |
| Virtue Capital Management, Llc | 0.75% | 30,183 | $4,917,946 | $5,888,184 | +$970,238 | +19.73% | |
| Silvercrest Asset Management Group Llc | 0.03% | 27,098 | $4,531,399 | $5,286,354 | +$754,955 | +16.66% | |
| Franklin Resources Inc | 0.00% | 26,233 | $4,386,683 | $5,117,607 | +$730,924 | +16.66% | |
| Zhang Financial Llc | 0.13% | 21,923 | $4,284,546 | $4,276,800 | -$7,746 | -0.18% | |
| Two Sigma Investments, Lp | 0.00% | 24,600 | $4,113,612 | $4,799,037 | +$685,425 | +16.66% | |
| Blackrock, Inc. | 0.00% | 23,355 | $3,905,423 | $4,556,159 | +$650,736 | +16.66% | |
| Brandywine Asset Management, Inc. | 3.08% | 22,843 | $3,886,468 | $4,456,276 | +$569,808 | +14.66% | |
| Kestra Advisory Services, Llc | 0.01% | 18,241 | $3,565,004 | $3,558,505 | -$6,499 | -0.18% | |
| Goldman Sachs Group Inc | 0.00% | 20,741 | $3,468,310 | $4,046,212 | +$577,902 | +16.66% | |
| Bartlett & Co. Wealth Management Llc | 0.04% | 16,829 | $3,289,060 | $3,283,048 | -$6,012 | -0.18% | |
| Envestnet Asset Management Inc | 0.00% | 18,835 | $3,149,521 | $3,674,385 | +$524,864 | +16.66% | |
| Hightower Advisors, Llc | 0.00% | 18,260 | $3,053,741 | $3,562,212 | +$508,471 | +16.65% | |
| Rodgers & Associates, Ltd | 0.27% | 15,359 | $3,001,797 | $2,996,277 | -$5,520 | -0.18% | |
| Allegheny Financial Group | 0.31% | 15,129 | $2,956,941 | $2,951,408 | -$5,533 | -0.19% | |
| Cibc World Market Inc. | 0.01% | 17,352 | $2,901,601 | $3,385,077 | +$483,476 | +16.66% | |
| Wealth Dimensions Group, Ltd. | 0.49% | 14,040 | $2,743,938 | $2,738,963 | -$4,975 | -0.18% | |
| D.A. Davidson & Co. | 0.02% | 13,970 | $2,730,297 | $2,725,307 | -$4,990 | -0.18% | |
| Phoenix Wealth Advisors | 0.96% | 14,541 | $2,431,549 | $2,836,699 | +$405,150 | +16.66% | |
| Nyl Investors Llc | 0.90% | 14,206 | $2,375,527 | $2,771,346 | +$395,819 | +16.66% | |
| Captrust Financial Advisors | 0.00% | 13,948 | $2,332,456 | $2,721,015 | +$388,559 | +16.66% | |
| Commonwealth Equity Services, Llc | 0.00% | 11,903 | $2,326,420 | $2,322,071 | -$4,349 | -0.19% | |
| Sowell Financial Services Llc | 0.07% | 11,666 | $2,279,944 | $2,275,836 | -$4,108 | -0.18% | |
| Gibraltar Capital Management, Inc. | 0.34% | 11,250 | $2,198,700 | $2,194,682 | -$4,019 | -0.18% | |
| Clearstead Advisors, Llc | 0.02% | 13,111 | $2,192,371 | $2,557,731 | +$365,360 | +16.67% | |
| Parkside Financial Bank & Trust | 0.16% | 12,772 | $2,135,716 | $2,491,598 | +$355,882 | +16.66% | |
| Royal Bank Of Canada | 0.00% | 11,684 | $1,954,000 | $2,279,347 | +$325,347 | +16.65% | |
| Oppenheimer & Co Inc | 0.02% | 10,998 | $1,839,086 | $2,145,521 | +$306,435 | +16.66% |
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.