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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
FFP
51
FourThought Financial Partners
Florida
$1.13M +$11K +84 +1%
JPG
52
Jordan Park Group
California
$1.12M -$235K -1,793 -18%
NI
53
NYL Investors
New York
$1.11M +$1.05M +7,971 New
Stifel Financial
54
Stifel Financial
Missouri
$1.1M
TFA
55
Tobias Financial Advisors
Florida
$1.07M
GVAG
56
Great Valley Advisor Group
Delaware
$911K +$23.2K +177 +3%
SPC
57
Sigma Planning Corp
Michigan
$870K -$51.2K -390 -6%
RC
58
Roundview Capital
New Jersey
$846K
WFP
59
Wrenne Financial Planning
Kentucky
$839K +$791K +6,034 New
MM
60
Morangie Management
Florida
$825K
Neuberger Berman Group
61
Neuberger Berman Group
New York
$823K +$656 +5 +0.1%
Lido Advisors
62
Lido Advisors
California
$722K +$476K +3,629 +233%
Mariner
63
Mariner
Kansas
$708K +$196K +1,493 +42%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$695K +$208K +1,587 +47%
IWA
65
IVC Wealth Advisors
Pennsylvania
$692K -$375K -2,862 -37%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$678K -$50.6K -386 -8%
BF
67
Brooklyn FI
New York
$668K +$53.9K +411 +9%
PAG
68
Private Advisor Group
New Jersey
$655K -$131K -999 -17%
MMA
69
Miracle Mile Advisors
California
$655K -$6.82K -52 -1%
FIM
70
Freedom Investment Management
Connecticut
$647K +$13.1K +100 +2%
VP
71
Verisail Partners
Georgia
$643K
MAM
72
McLean Asset Management
Virginia
$621K -$257K -1,962 -31%
MFF
73
Michels Family Financial
Texas
$617K -$262 -2 -0%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$609K -$2.58M -19,681 -82%
TRCT
75
Tower Research Capital (TRC)
New York
$601K -$1.03M -7,889 -65%

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.