We are live on ! Find out more
VTWV icon

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
BPA
101
Beacon Pointe Advisors
California
$335K
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$334K -$27.7K -211 -8%
AWS
103
Atria Wealth Solutions
New York
$323K +$51.5K +393 +21%
PGA
104
Portland Global Advisors
Maine
$292K
FPAS
105
Focus Partners Advisor Solutions
Missouri
$291K +$25.3K +193 +10%
WA
106
Waverly Advisors
Alabama
$283K +$10.9K +83 +4%
NWM
107
Northwest Wealth Management
Iowa
$272K +$24.1K +184 +10%
TPWA
108
TRUE Private Wealth Advisors
Oregon
$269K -$11.4K -87 -4%
BA
109
Bridgewater Advisors
New York
$269K -$13.1K -100 -5%
Corient Private Wealth
110
Corient Private Wealth
Florida
$265K -$243K -1,851 -49%
AFG
111
Atomi Financial Group
New York
$260K +$787 +6 +0.3%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$243K +$22.6K +172 +11%
FWTB
113
First Western Trust Bank
Colorado
$242K
Bank of New York Mellon
114
Bank of New York Mellon
New York
$238K
ITIM
115
Indiana Trust & Investment Management
Indiana
$232K
Fidelity Investments
116
Fidelity Investments
Massachusetts
$210K +$83.8K +639 +73%
Comerica Bank
117
Comerica Bank
Texas
$208K -$1.05K -8 -0.5%
IFG
118
Independent Financial Group
California
$205K -$28.3K -216 -13%
ACA
119
Aptus Capital Advisors
Alabama
$172K +$656 +5 +0.4%
GWANC
120
Guardian Wealth Advisors (North Carolina)
North Carolina
$158K +$656 +5 +0.4%
SCM
121
Sterling Capital Management
North Carolina
$158K
AIC
122
Archer Investment Corporation
Indiana
$144K
BLC
123
Brown, Lisle/Cummings
Rhode Island
$132K
CFD
124
Creative Financial Designs
Indiana
$123K
FWM
125
FSA Wealth Management
Massachusetts
$114K

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.