Who owns Vanguard Russell 2000 Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VTWV from SEC Form 13F filings across 194 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 194 institutions disclosed 3.2M shares of Vanguard Russell 2000 Value ETF worth $618.3M — about 45.7% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
194
13F holders
$618.3M
value, 2026 filers
45.7%
of shares outstanding (3.2M sh)
21
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VTWV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 418,871 | $81.9M | 0.0% | 6% | -1.6% |
| 2 | MORGAN STANLEY | 287,799 | $56.2M | 0.0% | 4.2% | +45.3% |
| 3 | Pathstone Holdings, LLC | 204,471 | $40.0M | 0.1% | 3% | -3.2% |
| 4 | COMMERCE BANK | 120,264 | $23.5M | 0.1% | 1.7% | -2.8% |
| 5 | LPL Financial LLC | 117,898 | $23.0M | 0.0% | 1.7% | +0.7% |
| 6 | Equitable Holdings, Inc. | 98,687 | $19.3M | 0.1% | 1.4% | +37.5% |
| 7 | QUEST INVESTMENT MANAGEMENT LLCNEW | 97,643 | $19.1M | 2.2% | 1.4% | new |
| 8 | WELLS FARGO & COMPANY/MN | 95,396 | $18.6M | 0.0% | 1.4% | +6.3% |
| 9 | Savant Capital, LLC | 91,791 | $16.6M | 0.0% | 1.3% | +100.0% |
| 10 | Rockefeller Capital Management L.P. | 86,298 | $16.9M | 0.0% | 1.2% | -5.0% |
| 11 | Bragg Financial Advisors, Inc | 82,247 | $16.1M | 0.4% | 1.2% | -1.7% |
| 12 | AMERIPRISE FINANCIAL INC | 68,522 | $13.4M | 0.0% | 1% | -9.3% |
| 13 | FIRST AMERICAN TRUST, FSB | 67,143 | $13.1M | 0.8% | 1% | +22.0% |
| 14 | OSAIC HOLDINGS, INC. | 59,430 | $11.6M | 0.0% | 0.9% | -2.2% |
| 15 | WestHill Financial Advisors, Inc. | 57,957 | $11.3M | 1.9% | 0.8% | -0.5% |
| 16 | AMG National Trust Bank | 55,783 | $10.9M | 0.2% | 0.8% | +14.4% |
| 17 | Financial Advisory Corp | 50,160 | $9.8M | 1.3% | 0.7% | -0.2% |
| 18 | RAYMOND JAMES FINANCIAL INC | 46,658 | $9.1M | 0.0% | 0.7% | -2.4% |
| 19 | Institute for Wealth Management, LLC. | 42,835 | $8.4M | 0.7% | 0.6% | -1.2% |
| 20 | UBS Group AG | 41,836 | $8.2M | 0.0% | 0.6% | +8.6% |
| 21 | RWA WEALTH PARTNERS, LLC | 37,908 | $7.4M | 0.1% | 0.5% | +1.1% |
| 22 | JPMORGAN CHASE & CO | 33,847 | $6.6M | 0.0% | 0.5% | +8.3% |
| 23 | Cetera Investment Advisers | 32,275 | $6.3M | 0.0% | 0.5% | -4.0% |
| 24 | TRUIST FINANCIAL CORP | 28,883 | $5.6M | 0.0% | 0.4% | -0.2% |
| 25 | FRANKLIN RESOURCES INC | 26,233 | $5.1M | 0.0% | 0.4% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.