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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
ISFAN
101
Investor's Fiduciary Advisor Network
Washington
$443K +$13.7K +80 +3%
PL
102
Plancorp LLC
Missouri
$440K – – –
HF
103
HRT Financial
New York
$435K +$445K +2,605 New
CRC
104
Curi RMB Capital
Illinois
$423K – – –
NA
105
Note Advisors
New York
$416K +$854 +5 +0.2%
FIM
106
Freedom Investment Management
Connecticut
$403K +$7.17K +42 +2%
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$395K -$184K -1,076 -31%
RWM
108
Rialto Wealth Management
New York
$355K -$4.44K -26 -1%
UBS AM
109
UBS AM
Illinois
$350K +$247K +1,449 +225%
VF
110
Vawter Financial
Ohio
$345K -$102K -600 -23%
TPWA
111
TRUE Private Wealth Advisors
Oregon
$344K +$21.3K +125 +6%
CWM
112
Cornerstone Wealth Management
Missouri
$343K -$60.4K -354 -15%
WA
113
Waverly Advisors
Alabama
$343K +$5.98K +35 +2%
BA
114
Bridgewater Advisors
New York
$342K – – –
ZF
115
Zhang Financial
Michigan
$339K +$346K +2,024 New
Corient Private Wealth
116
Corient Private Wealth
Florida
$335K -$342K -2,003 -50%
SCM
117
Sterling Capital Management
North Carolina
$322K -$22.9K -134 -6%
FPAS
118
Focus Partners Advisor Solutions
Missouri
$318K -$6.32K -37 -2%
AFG
119
Atomi Financial Group
New York
$313K – – –
NWM
120
Northwest Wealth Management
Iowa
$312K -$6.32K -37 -2%
BPA
121
Beacon Pointe Advisors
California
$311K -$14.7K -86 -4%
CS
122
Capital Square
Tennessee
$309K +$289K +1,693 New
AQR Capital Management
123
AQR Capital Management
Connecticut
$308K -$51.9K -304 -14%
IFG
124
Independent Financial Group
California
$294K +$15.9K +93 +6%
CFM
125
Cornerstone Financial Management
Massachusetts
$293K -$40.1K -235 -12%
3 4
5
6 7

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.