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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
Lido Advisors
76
Lido Advisors
California
$818K -$49.5K -290 -6%
IWA
77
IVC Wealth Advisors
Pennsylvania
$724K -$11.1K -65 -1%
MFF
78
Michels Family Financial
Texas
$723K -$2.39K -14 -0.3%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$710K – – –
MGIA
80
Moneta Group Investment Advisors
Missouri
$685K +$50.9K +298 +8%
MMA
81
Miracle Mile Advisors
California
$682K -$87.4K -512 -11%
NA
82
NewEdge Advisors
Louisiana
$681K +$15.4K +90 +2%
1WM
83
1900 Wealth Management
Texas
$664K +$55.5K +325 +9%
CRA
84
Clear Retirement Advice
California
$604K -$5.63K -33 -0.9%
KF
85
Kelsey Financial
California
$603K -$4.27K -25 -0.7%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$603K +$189K +1,105 +43%
GSEP
87
Golden State Equity Partners
California
$566K +$578K +3,383 New
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$560K -$10.8K -63 -2%
AF
89
Advisornet Financial
Minnesota
$538K -$25.1K -147 -4%
TVAMP
90
Tennessee Valley Asset Management Partners
Tennessee
$518K – – –
KPWS
91
Kestra Private Wealth Services
Texas
$502K – – –
Neuberger Berman Group
92
Neuberger Berman Group
New York
$478K +$1.71K +10 +0.4%
SCM
93
Stordahl Capital Management
Colorado
$470K -$2.9K -17 -0.6%
SFSG
94
Sound Financial Strategies Group
Mississippi
$459K +$468K +2,743 New
Citadel Advisors
95
Citadel Advisors
Florida
$450K -$523K -3,064 -53%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$447K -$331K -1,941 -42%
FNBOO
97
First National Bank of Omaha
Nebraska
$446K – – –
MFG
98
Mosaic Financial Group
Illinois
$445K +$1.54K +9 +0.3%
MML Investors Services
99
MML Investors Services
Massachusetts
$444K -$137K -802 -23%
FWP
100
FAS Wealth Partners
Kansas
$444K +$1.71K +10 +0.4%
2 3
4
5 6

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.