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Vanguard Russell 2000 Value ETF
VTWV

193 hedge funds and large institutions have $523M invested in Vanguard Russell 2000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 5

23% more capital invested

Capital invested by funds: $426M → $523M (+$97.6M)

12% more funds holding

Funds holding: 172 → 193 (+21)

1.91% more ownership

Funds ownership: 49.65% → 51.56% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 63

Holders
193
Holders Change
+21
Holders Change %
+12.21%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
55
Reduced
63
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QIM
Quest Investment Management
Oregon
+$16.7M
2
PAG
Private Advisor Group
New Jersey
+$13.1M
3
FAT
First American Trust
California
+$9.4M
4
EH
Equitable Holdings
New York
+$8.47M
5
Bank of America
Bank of America
North Carolina
+$6.17M

Top Sellers

1
CB
Cooke & Bieler
Pennsylvania
-$1.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$523K
3
Goldman Sachs
Goldman Sachs
New York
-$521K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$494K
5
Corient Private Wealth
Corient Private Wealth
Florida
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$71.2M +$6.17M +36,166 +9%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$35.3M +$826K +4,840 +2%
Morgan Stanley
3
Morgan Stanley
New York
$33.1M +$3.89M +22,810 +13%
CB
4
Commerce Bank
Missouri
$20.7M +$4.88M +28,562 +30%
LPL Financial
5
LPL Financial
California
$19.6M +$3.58K +21 +0%
QIM
6
Quest Investment Management
Oregon
$16.3M +$16.7M +97,643 New
PAG
7
Private Advisor Group
New Jersey
$16M +$13.1M +76,898 +411%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$15.2M -$494K -2,896 -3%
Wells Fargo
9
Wells Fargo
California
$15M +$1.24M +7,260 +9%
BFA
10
Bragg Financial Advisors
North Carolina
$14M -$339K -1,988 -2%
Ameriprise
11
Ameriprise
Minnesota
$12.6M -$312K -1,825 -2%
EH
12
Equitable Holdings
New York
$11.5M +$8.47M +49,636 +224%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.2M +$222K +1,300 +2%
WFA
14
WestHill Financial Advisors
California
$9.74M -$160K -937 -2%
FAT
15
First American Trust
California
$9.21M +$9.4M +55,057 New
FAC
16
Financial Advisory Corporation
Michigan
$8.41M -$22.7K -133 -0.3%
ANTB
17
AMG National Trust Bank
Colorado
$8.15M +$690K +4,042 +9%
Raymond James Financial
18
Raymond James Financial
Florida
$8M +$1.32M +7,704 +19%
SC
19
Savant Capital
Illinois
$7.68M -$63.3K -371 -0.8%
IFWM
20
Institute for Wealth Management
Colorado
$7.25M -$22.4K -131 -0.3%
UBS Group
21
UBS Group
Switzerland
$6.44M +$1.04M +6,067 +19%
RWP
22
RWA Wealth Partners
Massachusetts
$6.27M -$72.6K -425 -1%
KAS
23
Kestra Advisory Services
Texas
$5.99M -$38.2K -224 -0.6%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$5.62M -$171 -1 -0%
JP Morgan Chase
25
JP Morgan Chase
New York
$5.09M +$1.57M +9,177 +42%
1
2 3 4 5

VTWV Hedge Fund Activity: Q1 2026 in Review

193 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q1 2026, worth a combined $523M — up 23% from $426M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VTWV positions and 5 closed out — a net gain of 25 holders — while 55 added to existing stakes and 63 trimmed.

The largest buyer was Quest Investment Management, opening a new position worth an estimated $16.7M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $1.2M sold.

  • 193 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q1 2026, up from 172 in Q4 2025.
  • Funds reported $523M of Vanguard Russell 2000 Value ETF stock for Q1 2026, up 23% quarter-over-quarter.
  • 30 funds opened new Vanguard Russell 2000 Value ETF positions in Q1 2026 and 5 closed out, a net change of +25 holders.
  • The largest Vanguard Russell 2000 Value ETF buyer in Q1 2026 was Quest Investment Management, an estimated $16.7M added.
  • The largest Vanguard Russell 2000 Value ETF seller in Q1 2026 was Cooke & Bieler, an estimated $1.2M sold.

Based on aggregated 13F filings for Q1 2026.