VTWV Institutional Ownership & Shareholders
VANGUARD RUSSELL 2000 VALUE (VTWV) is currently held by 194 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $600.53M 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 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 $79.11M, representing an estimated loss of -3.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% 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
194
Total Reported Value
$600.53M
Largest Holder
Bank Of America Corp
Largest Position
$81.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
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 | $79,112,166 | -$2,752,048 | -3.36% | |
| Morgan Stanley | 0.00% | 287,799 | $56,247,643 | $54,356,597 | -$1,891,046 | -3.36% | |
| Pathstone Holdings, Llc | 0.14% | 211,225 | $35,321,125 | $39,894,066 | +$4,572,941 | +12.95% | |
| Commerce Bank | 0.10% | 120,264 | $23,504,396 | $22,714,262 | -$790,134 | -3.36% | |
| Lpl Financial Llc | 0.01% | 117,898 | $23,042,044 | $22,267,395 | -$774,649 | -3.36% | |
| Equitable Holdings, Inc. | 0.12% | 98,687 | $19,287,400 | $18,639,014 | -$648,386 | -3.36% | |
| Quest Investment Management Llc | 2.23% | 97,643 | $19,083,348 | $18,441,833 | -$641,515 | -3.36% | |
| Wells Fargo & Company/Mn | 0.00% | 95,396 | $18,644,178 | $18,017,443 | -$626,735 | -3.36% | |
| Rockefeller Capital Management L.P. | 0.03% | 86,298 | $16,866,225 | $16,299,103 | -$567,122 | -3.36% | |
| Savant Capital, Llc | 0.05% | 91,791 | $16,644,493 | $17,336,566 | +$692,073 | +4.16% | |
| Bragg Financial Advisors, Inc | 0.43% | 82,247 | $16,074,305 | $15,533,991 | -$540,314 | -3.36% | |
| Ameriprise Financial Inc | 0.00% | 68,522 | $13,397,585 | $12,941,750 | -$455,835 | -3.40% | |
| First American Trust, Fsb | 0.79% | 67,143 | $13,122,429 | $12,681,298 | -$441,131 | -3.36% | |
| Osaic Holdings, Inc. | 0.01% | 59,430 | $11,615,465 | $11,224,544 | -$390,921 | -3.37% | |
| Amg National Trust Bank | 0.22% | 55,783 | $10,902,233 | $10,535,735 | -$366,498 | -3.36% | |
| Westhill Financial Advisors, Inc. | 1.75% | 56,502 | $10,437,628 | $10,671,533 | +$233,905 | +2.24% | |
| Financial Advisory Corp | 1.17% | 49,647 | $9,171,356 | $9,376,829 | +$205,473 | +2.24% | |
| Raymond James Financial Inc | 0.00% | 46,658 | $9,118,910 | $8,812,296 | -$306,614 | -3.36% | |
| Institute For Wealth Management, Llc. | 0.74% | 42,835 | $8,371,673 | $8,090,246 | -$281,427 | -3.36% | |
| Ubs Group Ag | 0.00% | 41,836 | $8,176,428 | $7,901,565 | -$274,863 | -3.36% | |
| Rwa Wealth Partners, Llc | 0.07% | 37,908 | $7,408,802 | $7,159,684 | -$249,118 | -3.36% | |
| Jpmorgan Chase & Co | 0.00% | 33,847 | $6,605,760 | $6,392,683 | -$213,077 | -3.23% | |
| Cetera Investment Advisers | 0.01% | 32,275 | $6,307,759 | $6,095,779 | -$211,980 | -3.36% | |
| Truist Financial Corp | 0.01% | 27,993 | $5,171,222 | $5,287,038 | +$115,816 | +2.24% | |
| Berkshire Asset Management Llc/Pa | 0.20% | 26,196 | $5,119,746 | $4,947,639 | -$172,107 | -3.36% | |
| Silvercrest Asset Management Group Llc | 0.03% | 25,801 | $5,042,626 | $4,873,035 | -$169,591 | -3.36% | |
| Royal Bank Of Canada | 0.00% | 25,540 | $4,991,000 | $4,823,740 | -$167,260 | -3.35% | |
| Zhang Financial Llc | 0.13% | 21,923 | $4,284,546 | $4,140,597 | -$143,949 | -3.36% | |
| Goldman Sachs Group Inc | 0.00% | 20,883 | $4,081,374 | $3,944,172 | -$137,202 | -3.36% | |
| Pw Nova Financial Services Llc | 0.81% | 21,625 | $3,994,746 | $4,084,314 | +$89,568 | +2.24% | |
| Virtue Capital Management, Llc | 0.52% | 21,562 | $3,983,148 | $4,072,415 | +$89,267 | +2.24% | |
| Brandywine Asset Management, Inc. | 3.08% | 22,843 | $3,886,468 | $4,314,357 | +$427,889 | +11.01% | |
| Envestnet Asset Management Inc | 0.00% | 19,788 | $3,867,418 | $3,737,360 | -$130,058 | -3.36% | |
| Avior Wealth Management, Llc | 0.10% | 20,504 | $3,787,679 | $3,872,590 | +$84,911 | +2.24% | |
| Blackrock, Inc. | 0.00% | 18,520 | $3,619,589 | $3,497,872 | -$121,717 | -3.36% | |
| Cibc World Market Inc. | 0.01% | 17,352 | $3,391,275 | $3,277,272 | -$114,003 | -3.36% | |
| Bartlett & Co. Wealth Management Llc | 0.04% | 16,829 | $3,289,060 | $3,178,493 | -$110,567 | -3.36% | |
| Phoenix Wealth Advisors | 1.00% | 15,218 | $2,974,108 | $2,874,224 | -$99,884 | -3.36% | |
| Allegheny Financial Group | 0.31% | 15,129 | $2,956,941 | $2,857,414 | -$99,527 | -3.37% | |
| Two Sigma Investments, Lp | 0.00% | 14,800 | $2,892,512 | $2,795,276 | -$97,236 | -3.36% | |
| Captrust Financial Advisors | 0.00% | 14,211 | $2,777,352 | $2,684,032 | -$93,320 | -3.36% | |
| Nyl Investors Llc | 1.06% | 14,206 | $2,776,421 | $2,683,087 | -$93,334 | -3.36% | |
| Rodgers & Associates, Ltd | 0.26% | 14,989 | $2,768,950 | $2,830,972 | +$62,022 | +2.24% | |
| D.A. Davidson & Co. | 0.01% | 13,970 | $2,580,678 | $2,638,514 | +$57,836 | +2.24% | |
| Wealth Dimensions Group, Ltd. | 0.44% | 13,928 | $2,572,936 | $2,630,581 | +$57,645 | +2.24% | |
| Clearstead Advisors, Llc | 0.02% | 13,113 | $2,562,709 | $2,476,652 | -$86,057 | -3.36% | |
| Susquehanna International Group, Llp | 0.00% | 12,343 | $2,412,316 | $2,331,222 | -$81,094 | -3.36% | |
| Kestra Advisory Services, Llc | 0.01% | 12,941 | $2,390,661 | $2,444,167 | +$53,506 | +2.24% | |
| Parkside Financial Bank & Trust | 0.16% | 12,736 | $2,352,672 | $2,405,448 | +$52,776 | +2.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 11,951 | $2,207,770 | $2,257,185 | +$49,415 | +2.24% |
Frequently asked questions about VTWV
Who are the largest institutional holders of VTWV?
The largest institutional holders of VTWV reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Pathstone Holdings, Llc, Commerce Bank, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported VTWV position.
What is VTWV institutional ownership?
This page tracks VTWV positions reported by institutional investment managers through SEC Form 13F. VANGUARD RUSSELL 2000 VALUE (VTWV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VTWV?
InsiderSet currently tracks 194 institutional managers reporting VTWV 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 VTWV shareholders.
How much VTWV stock do institutions own?
Institutional investment managers disclosed approximately $600.53M in VTWV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VTWV institutional ownership last updated?
The latest VTWV 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 VTWV 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 VTWV position after the reporting date.
Are institutions buying or selling VTWV?
Institutional buying and selling can be analyzed by comparing VTWV positions across consecutive 13F reporting periods. InsiderSet's VTWV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VTWV ownership changes.
How has VTWV institutional ownership changed over time?
InsiderSet tracks VTWV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.