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Vanguard Russell 2000 Value ETF

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: 172193 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
151
Disciplina Capital Management
Tennessee
$144K
AF
152
Allworth Financial
California
$139K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$137K
FFA
154
Farther Finance Advisors
California
$136K +$45.9K +269 +50%
GG
155
Gleason Group
Kentucky
$129K +$512 +3 +0.4%
MCRM
156
Midway Capital Research & Management
Illinois
$112K +$114K +670 New
HI
157
Harbour Investments
Wisconsin
$102K +$21.3K +125 +26%
AAP
158
Arax Advisory Partners
Colorado
$100K +$102K +600 New
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$77.7K -$12.8K -75 -14%
SFC
160
SYM Financial Corp
Indiana
$70.4K +$71.9K +421 New
BA
161
Blueline Advisors
New Hampshire
$56.7K
CB
162
Centennial Bank
Arkansas
$43.3K -$2.22K -13 -5%
TRCT
163
Tower Research Capital (TRC)
New York
$42.8K +$43.7K +256 New
PMFA
164
Plante Moran Financial Advisors
Michigan
$34.8K +$35.5K +208 New
PTC
165
Private Trust Company
Ohio
$31.9K
CA
166
CoreCap Advisors
Michigan
$26.6K
VAI
167
Vanguard Advisers Inc
Pennsylvania
$26K +$26.5K +155 New
MB
168
MidFirst Bank
Oklahoma
$23.4K
SPIA
169
Steward Partners Investment Advisory
New York
$23.4K
BMC
170
Bear Mountain Capital
Washington
$23K
AC
171
AlphaCore Capital
California
$18.6K
MCM
172
MAI Capital Management
Ohio
$16.7K
CBT
173
CoreFirst Bank & Trust
Kansas
$16.6K
EB
174
Eastern Bank
Massachusetts
$16.1K
TCM
175
Triumph Capital Management
Colorado
$14.4K -$683 -4 -4%

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.