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Vanguard Russell 2000 Value ETF

154 hedge funds and large institutions have $332M invested in Vanguard Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 48

2% more capital invested

Capital invested by funds: $325M → $332M (+$7.32M)

0.59% less ownership

Funds ownership: 43.52%42.93% (-0.59%)

3% less funds holding

Funds holding: 158154 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
154
Holders Change
-4
Holders Change %
-2.53%
% of All Funds
2.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
56
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$2.81M -$21.6K -165 -0.8%
BAM
27
Berkshire Asset Management
Pennsylvania
$2.57M +$9.44K +72 +0.4%
Wells Fargo
28
Wells Fargo
California
$2.57M -$470K -3,585 -16%
BCWM
29
Bartlett & Co Wealth Management
Ohio
$2.41M -$223K -1,700 -9%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$2.41M -$177K -1,350 -7%
RA
31
Rodgers & Associates
Pennsylvania
$2.33M +$9.18K +70 +0.4%
BlackRock
32
BlackRock
New York
$2.19M +$2.07M +15,772 New
CB
33
Commerce Bank
Missouri
$2.18M +$6.56K +50 +0.3%
AFG
34
Allegheny Financial Group
Pennsylvania
$2.1M +$126K +962 +7%
WDG
35
Wealth Dimensions Group
Ohio
$2.07M +$64K +488 +3%
PWA
36
Phoenix Wealth Advisors
North Carolina
$2.06M -$289K -2,206 -13%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$2.01M +$1.89M +14,439 New
CA
38
Clearstead Advisors
Ohio
$1.79M +$131 +1 +0%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.79M -$1.44K -11 -0.1%
LFWA
40
LBJ Family Wealth Advisors
Texas
$1.75M +$45.1K +344 +3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.68M +$190K +1,447 +14%
PFBT
42
Parkside Financial Bank & Trust
Missouri
$1.57M +$134K +1,018 +10%
GCM
43
Gibraltar Capital Management
Oklahoma
$1.56M
FTS
44
Fifth Third Securities
Ohio
$1.55M +$43.3K +330 +3%
Financial Engines Advisors
45
Financial Engines Advisors
California
$1.42M +$1.34M +10,215 New
Baird Financial Group
46
Baird Financial Group
Wisconsin
$1.42M -$371K -2,831 -22%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.27M -$301K -2,293 -20%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.25M +$23.2K +177 +2%
OC
49
Oppenheimer & Co
New York
$1.18M +$44.3K +338 +4%
MFG
50
MidWestOne Financial Group
Iowa
$1.14M +$30.4K +232 +3%

VTWV Hedge Fund Activity: Q2 2025 in Review

154 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q2 2025, worth a combined $332M — up 2.3% from $325M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of VTWV and 11 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 56 added.

The largest buyer was AMG National Trust Bank, adding an estimated $2.69M. The largest seller was Bank of America, cutting an estimated $6.15M.

  • 154 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q2 2025, down from 158 in Q1 2025.
  • Funds reported $332M of Vanguard Russell 2000 Value ETF stock for Q2 2025, up 2.3% quarter-over-quarter.
  • 11 funds opened new Vanguard Russell 2000 Value ETF positions in Q2 2025 and 13 closed out, a net change of -2 holders.
  • The largest Vanguard Russell 2000 Value ETF buyer in Q2 2025 was AMG National Trust Bank, an estimated $2.69M added.
  • The largest Vanguard Russell 2000 Value ETF seller in Q2 2025 was Bank of America, an estimated $6.15M sold.

Based on aggregated 13F filings for Q2 2025.