We are live on ! Find out more
VTWV icon

Vanguard Russell 2000 Value ETF

153 hedge funds and large institutions have $384M invested in Vanguard Russell 2000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $332M → $384M (+$51.7M)

4.09% more ownership

Funds ownership: 42.93%47.02% (+4.1%)

1% less funds holding

Funds holding: 154153 (-1)

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
59
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
26
Virtue Capital Management
Tennessee
$3.53M +$2.73M +18,365 +36%
EH
27
Equitable Holdings
New York
$3.43M +$191K +1,284 +6%
Goldman Sachs
28
Goldman Sachs
New York
$3.38M -$150K -1,009 -4%
HighTower Advisors
29
HighTower Advisors
Illinois
$3.05M -$89.3K -600 -3%
BlackRock
30
BlackRock
New York
$2.89M +$409K +2,744 +17%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$2.7M
BCWM
32
Bartlett & Co Wealth Management
Ohio
$2.62M -$78.3K -526 -3%
RA
33
Rodgers & Associates
Pennsylvania
$2.61M +$2.98K +20 +0.1%
AFG
34
Allegheny Financial Group
Pennsylvania
$2.44M +$83.2K +559 +4%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$2.37M +$116K +782 +5%
WDG
36
Wealth Dimensions Group
Ohio
$2.32M +$2.53K +17 +0.1%
PWA
37
Phoenix Wealth Advisors
North Carolina
$2.32M +$6.55K +44 +0.3%
LFWA
38
LBJ Family Wealth Advisors
Texas
$2.2M +$233K +1,566 +12%
SF
39
Summit Financial
New Jersey
$2.12M +$2.03M +13,602 New
CA
40
Clearstead Advisors
Ohio
$2M +$298 +2 +0%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.88M +$3.57K +24 +0.2%
PFBT
42
Parkside Financial Bank & Trust
Missouri
$1.88M +$113K +756 +7%
FTS
43
Fifth Third Securities
Ohio
$1.75M +$17.1K +115 +1%
GCM
44
Gibraltar Capital Management
Oklahoma
$1.75M
Baird Financial Group
45
Baird Financial Group
Wisconsin
$1.69M +$94.4K +634 +6%
Financial Engines Advisors
46
Financial Engines Advisors
California
$1.59M
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.57M -$409K -2,746 -21%
GAM
48
Gotham Asset Management
New York
$1.57M +$1.5M +10,052 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$1.51M +$73.6K +494 +5%
OC
50
Oppenheimer & Co
New York
$1.36M +$35.7K +240 +3%

VTWV Hedge Fund Activity: Q3 2025 in Review

153 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q3 2025, worth a combined $384M — up 16% from $332M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VTWV positions and 10 closed out — a net gain of 2 holders — while 59 added to existing stakes and 41 trimmed.

The largest buyer was Commerce Bank, adding an estimated $8.67M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.82M sold.

  • 153 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q3 2025, down from 154 in Q2 2025.
  • Funds reported $384M of Vanguard Russell 2000 Value ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 12 funds opened new Vanguard Russell 2000 Value ETF positions in Q3 2025 and 10 closed out, a net change of +2 holders.
  • The largest Vanguard Russell 2000 Value ETF buyer in Q3 2025 was Commerce Bank, an estimated $8.67M added.
  • The largest Vanguard Russell 2000 Value ETF seller in Q3 2025 was Citadel Advisors, an estimated $3.82M sold.

Based on aggregated 13F filings for Q3 2025.