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Vanguard Russell 2000 Value ETF
VTWV

158 hedge funds and large institutions have $325M invested in Vanguard Russell 2000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 61 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 53

0.13% less ownership

Funds ownership: 43.65% → 43.52% (-0.13%)

3% less funds holding

Funds holding: 163 → 158 (-5)

9% less capital invested

Capital invested by funds: $358M → $325M (-$32.8M)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
158
Holders Change
-5
Holders Change %
-3.07%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
61
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IFWM
Institute for Wealth Management
Colorado
+$3.22M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.51M
3
ANTB
AMG National Trust Bank
Colorado
+$1.83M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.73M
5
GCM
Gibraltar Capital Management
Oklahoma
+$1.6M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Carl Stuart Investment Advisor
Texas
-$7.89M
2
PW
Potentia Wealth
California
-$3.61M
3
JE
JMAC Enterprises
Pennsylvania
-$3.47M
4
Bank of America
Bank of America
North Carolina
-$2.71M
5
MECA
Miller Equity Capital Advisors
Texas
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
101
Cornerstone Wealth Management
Missouri
$338K -$7.26K -51 -2%
BPA
102
Beacon Pointe Advisors
California
$321K +$55.1K +387 +19%
Osaic Holdings
103
Osaic Holdings
Arizona
$288K -$290K -2,035 -48%
PGA
104
Portland Global Advisors
Maine
$279K – – –
SFA
105
Sequoia Financial Advisors
Ohio
$276K +$11.7K +82 +4%
TPWA
106
TRUE Private Wealth Advisors
Oregon
$269K -$12.8K -90 -4%
WA
107
Waverly Advisors
Alabama
$260K – – –
AWS
108
Atria Wealth Solutions
New York
$254K -$440K -3,094 -62%
FPAS
109
Focus Partners Advisor Solutions
Missouri
$253K -$1.99K -14 -0.7%
BA
110
Bridgewater Advisors
New York
$251K +$278K +1,954 New
AFG
111
Atomi Financial Group
New York
$248K +$5.69K +40 +2%
NWM
112
Northwest Wealth Management
Iowa
$236K – – –
FWTB
113
First Western Trust Bank
Colorado
$231K – – –
Bank of New York Mellon
114
Bank of New York Mellon
New York
$228K +$142 +1 +0.1%
CB
115
Centennial Bank
Arkansas
$225K +$106K +745 +79%
IFG
116
Independent Financial Group
California
$225K +$19.6K +138 +9%
ITIM
117
Indiana Trust & Investment Management
Indiana
$222K – – –
Jones Financial Companies
118
Jones Financial Companies
Missouri
$210K +$37.3K +262 +20%
Lido Advisors
119
Lido Advisors
California
$208K -$34.4K -242 -13%
HF
120
HRT Financial
New York
$207K +$222K +1,558 New
B
121
Bailard
California
$203K – – –
Comerica Bank
122
Comerica Bank
Texas
$200K -$285 -2 -0.1%
ACA
123
Aptus Capital Advisors
Alabama
$164K +$569 +4 +0.3%
SCM
124
Sterling Capital Management
North Carolina
$151K -$72.6K -510 -31%
GWANC
125
Guardian Wealth Advisors (North Carolina)
North Carolina
$151K +$569 +4 +0.4%
3 4
5
6 7

VTWV Hedge Fund Activity: Q1 2025 in Review

158 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q1 2025, worth a combined $325M — down 9.2% from $358M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of VTWV and 12 opened new positions — a net loss of 3 holders — while 53 trimmed existing stakes and 61 added.

The largest buyer was Institute for Wealth Management, adding an estimated $3.22M. The largest seller was Carl Stuart Investment Advisor, exiting entirely with an estimated $7.89M sold.

  • 158 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q1 2025, down from 163 in Q4 2024.
  • Funds reported $325M of Vanguard Russell 2000 Value ETF stock for Q1 2025, down 9.2% quarter-over-quarter.
  • 12 funds opened new Vanguard Russell 2000 Value ETF positions in Q1 2025 and 15 closed out, a net change of -3 holders.
  • The largest Vanguard Russell 2000 Value ETF buyer in Q1 2025 was Institute for Wealth Management, an estimated $3.22M added.
  • The largest Vanguard Russell 2000 Value ETF seller in Q1 2025 was Carl Stuart Investment Advisor, an estimated $7.89M sold.

Based on aggregated 13F filings for Q1 2025.