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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
PL
76
Plancorp LLC
Missouri
$601K +$262 +2 +0%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$578K -$11.4K -87 -2%
1WM
78
1900 Wealth Management
Texas
$549K +$22.3K +170 +5%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$531K -$7.87K -60 -2%
MGIA
80
Moneta Group Investment Advisors
Missouri
$526K +$918 +7 +0.2%
AF
81
Advisornet Financial
Minnesota
$484K -$2M -15,254 -81%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$474K -$15.2K -116 -3%
FTUS
83
Flow Traders U.S.
New York
$456K -$8.39K -64 -2%
NA
84
NewEdge Advisors
Louisiana
$449K
IC
85
IEQ Capital
California
$439K
TVAMP
86
Tennessee Valley Asset Management Partners
Tennessee
$431K -$45.9K -350 -10%
RWM
87
Rialto Wealth Management
New York
$419K -$2.36K -18 -0.6%
KPWS
88
Kestra Private Wealth Services
Texas
$417K -$50.8K -387 -11%
Truist Financial
89
Truist Financial
North Carolina
$413K -$109K -828 -22%
MML Investors Services
90
MML Investors Services
Massachusetts
$396K +$3.28K +25 +0.9%
SCM
91
Stordahl Capital Management
Colorado
$383K +$5.64K +43 +2%
CCB
92
Country Club Bank
Missouri
$381K
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$373K -$15.3K -117 -4%
Osaic Holdings
94
Osaic Holdings
Arizona
$369K +$64.5K +492 +23%
FWP
95
FAS Wealth Partners
Kansas
$364K +$1.31K +10 +0.4%
ISFAN
96
Investor's Fiduciary Advisor Network
Washington
$355K
CRC
97
Curi RMB Capital
Illinois
$352K +$332K +2,528 New
CWM
98
Cornerstone Wealth Management
Missouri
$350K -$2.49K -19 -0.7%
VW
99
Vance Wealth
California
$349K -$64.7K -493 -16%
NA
100
Note Advisors
New York
$348K -$205K -1,563 -38%

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.