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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
Bank of America
1
Bank of America
North Carolina
$53.8M -$6.15M -46,914 -11%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$25.9M +$1.8M +13,719 +8%
Morgan Stanley
3
Morgan Stanley
New York
$20.9M +$2.38M +18,166 +14%
LPL Financial
4
LPL Financial
California
$16.4M +$842K +6,418 +6%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$13.4M +$587K +4,474 +5%
BFA
6
Bragg Financial Advisors
North Carolina
$12.3M +$523K +3,991 +5%
Ameriprise
7
Ameriprise
Minnesota
$11.1M -$742K -5,659 -7%
WFA
8
WestHill Financial Advisors
California
$7.95M +$10.2K +78 +0.1%
CWM
9
Congress Wealth Management
Massachusetts
$7.55M +$14K +107 +0.2%
FAC
10
Financial Advisory Corporation
Michigan
$7.34M -$128K -978 -2%
VCM
11
Virtue Capital Management
Tennessee
$7.13M -$997K -7,604 -13%
SC
12
Savant Capital
Illinois
$6.71M -$296K -2,254 -4%
IFWM
13
Institute for Wealth Management
Colorado
$6.12M
ANTB
14
AMG National Trust Bank
Colorado
$5.69M +$2.69M +20,483 +100%
Raymond James Financial
15
Raymond James Financial
Florida
$5.49M +$1.6M +12,201 +45%
RWP
16
RWA Wealth Partners
Massachusetts
$5.42M +$283K +2,160 +6%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$5.09M +$57.2K +436 +1%
KAS
18
Kestra Advisory Services
Texas
$4.95M +$99.7K +760 +2%
UBS Group
19
UBS Group
Switzerland
$4.24M +$168K +1,278 +4%
Citadel Advisors
20
Citadel Advisors
Florida
$3.82M +$1.29M +9,837 +56%
SAM
21
Silvercrest Asset Management
New York
$3.77M +$641K +4,887 +22%
Franklin Resources
22
Franklin Resources
California
$3.5M +$19.5K +149 +0.6%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.22M -$197K -1,501 -6%
Goldman Sachs
24
Goldman Sachs
New York
$3.15M -$535K -4,079 -15%
EH
25
Equitable Holdings
New York
$2.88M +$626K +4,772 +30%

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.