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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
VCM
26
Virtue Capital Management
Tennessee
$4.92M +$855K +5,010 +20%
Truist Financial
27
Truist Financial
North Carolina
$4.84M +$4.42M +25,860 +837%
SAM
28
Silvercrest Asset Management
New York
$4.53M -$214K -1,254 -4%
Franklin Resources
29
Franklin Resources
California
$4.39M +$239K +1,400 +6%
PNFS
30
PW Nova Financial Services
Pennsylvania
$4.23M -$4.27K -25 -0.1%
Two Sigma Investments
31
Two Sigma Investments
New York
$4.11M +$4.2M +24,600 New
BAM
32
Berkshire Asset Management
Pennsylvania
$4.04M +$45.8K +268 +1%
BlackRock
33
BlackRock
New York
$3.91M +$53.3K +312 +1%
BAM
34
Brandywine Asset Management
Pennsylvania
$3.89M +$14.3K +84 +0.4%
Goldman Sachs
35
Goldman Sachs
New York
$3.47M -$521K -3,050 -13%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$3.15M +$763K +4,467 +31%
BCWM
37
Bartlett & Co Wealth Management
Ohio
$3.06M – – –
HighTower Advisors
38
HighTower Advisors
Illinois
$3.05M -$161K -941 -5%
CIBC World Market
39
CIBC World Market
Ontario, Canada
$2.9M +$6.83K +40 +0.2%
AFG
40
Allegheny Financial Group
Pennsylvania
$2.66M -$10.9K -64 -0.4%
RA
41
Rodgers & Associates
Pennsylvania
$2.59M -$163K -953 -6%
PWA
42
Phoenix Wealth Advisors
North Carolina
$2.43M -$58.4K -342 -2%
NI
43
NYL Investors
New York
$2.38M – – –
WDG
44
Wealth Dimensions Group
Ohio
$2.36M -$125K -730 -5%
LFWA
45
LBJ Family Wealth Advisors
Texas
$2.35M +$1.88K +11 +0.1%
DADC
46
D.A. Davidson & Co
Montana
$2.34M – – –
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$2.33M -$114K -668 -5%
CA
48
Clearstead Advisors
Ohio
$2.19M +$43.9K +257 +2%
PFBT
49
Parkside Financial Bank & Trust
Missouri
$2.14M +$7K +41 +0.3%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$2.09M +$92.7K +543 +5%
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.