Who owns Vanguard Russell 2000 Value ETF?
Institutional ownership of VTWV from SEC Form 13F filings across 129 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.
129
13F holders
$474.7M
value, 2026 filers
41.6%
of shares outstanding (2.9M sh)
13
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 | Ascentis Wealth Management, LLC | 437,829 | $1.1M | 0.2% | 6.3% | +26777.2% |
| 2 | BANK OF AMERICA CORP /DE/ | 418,871 | $81.9M | 0.0% | 6% | -1.6% |
| 3 | MORGAN STANLEY | 287,799 | $56.2M | 0.0% | 4.2% | +45.3% |
| 4 | Pathstone Holdings, LLC | 204,471 | $40.0M | 0.1% | 3% | -3.2% |
| 5 | COMMERCE BANK | 120,264 | $23.5M | 0.1% | 1.7% | -2.8% |
| 6 | LPL Financial LLC | 117,898 | $23.0M | 0.0% | 1.7% | +0.7% |
| 7 | WELLS FARGO & COMPANY/MN | 95,396 | $18.6M | 0.0% | 1.4% | +6.3% |
| 8 | Savant Capital, LLC | 91,791 | $16.6M | 0.0% | 1.3% | +100.0% |
| 9 | Rockefeller Capital Management L.P. | 86,298 | $16.9M | 0.0% | 1.2% | -5.0% |
| 10 | AMERIPRISE FINANCIAL INC | 68,522 | $13.4M | 0.0% | 1% | -9.3% |
| 11 | OSAIC HOLDINGS, INC. | 59,430 | $11.6M | 0.0% | 0.9% | -2.2% |
| 12 | Financial Advisory Corp | 50,160 | $9.8M | 1.3% | 0.7% | -0.2% |
| 13 | RAYMOND JAMES FINANCIAL INC | 46,658 | $9.1M | 0.0% | 0.7% | -2.4% |
| 14 | Institute for Wealth Management, LLC. | 42,835 | $8.4M | 0.7% | 0.6% | -1.2% |
| 15 | UBS Group AG | 41,836 | $8.2M | 0.0% | 0.6% | +8.6% |
| 16 | RWA WEALTH PARTNERS, LLC | 37,908 | $7.4M | 0.1% | 0.5% | +1.1% |
| 17 | JPMORGAN CHASE & CO | 33,847 | $6.6M | 0.0% | 0.5% | +8.3% |
| 18 | Cetera Investment Advisers | 32,275 | $6.3M | 0.0% | 0.5% | -4.0% |
| 19 | TRUIST FINANCIAL CORP | 28,883 | $5.6M | 0.0% | 0.4% | -0.2% |
| 20 | FRANKLIN RESOURCES INC | 26,233 | $5.1M | 0.0% | 0.4% | 0.0% |
| 21 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 25,801 | $5.0M | 0.0% | 0.4% | -4.8% |
| 22 | ROYAL BANK OF CANADA | 25,540 | $5.0M | 0.0% | 0.4% | +118.6% |
| 23 | PW Nova Financial Services LLC | 25,260 | $4.9M | 1.1% | 0.4% | -0.3% |
| 24 | Zhang Financial LLC | 21,923 | $4.3M | 0.1% | 0.3% | +983.2% |
| 25 | GOLDMAN SACHS GROUP INC | 20,883 | $4.1M | 0.0% | 0.3% | +0.7% |
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.