We are live on ! Find out more
VTWV icon

Vanguard Russell 2000 Value ETF

172 hedge funds and large institutions have $426M invested in Vanguard Russell 2000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

64% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 39

12% more funds holding

Funds holding: 153172 (+19)

11% more capital invested

Capital invested by funds: $384M → $426M (+$41.6M)

2.62% more ownership

Funds ownership: 47.02%49.65% (+2.6%)

Holders
172
Holders Change
+19
Holders Change %
+12.42%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
64
Reduced
39
Closed
6
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
$62.3M +$1.79M +11,282 +3%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$33M +$2.82M +17,820 +9%
Morgan Stanley
3
Morgan Stanley
New York
$28M +$571K +3,607 +2%
LPL Financial
4
LPL Financial
California
$18.7M -$1.54M -9,751 -8%
CB
5
Commerce Bank
Missouri
$15.2M +$3.36M +21,235 +29%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$15M -$46.4K -293 -0.3%
BFA
7
Bragg Financial Advisors
North Carolina
$13.7M -$93.6K -591 -0.7%
Wells Fargo
8
Wells Fargo
California
$13.2M +$7.62M +48,138 +140%
Ameriprise
9
Ameriprise
Minnesota
$12.3M -$235K -1,486 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.51M +$268K +1,695 +3%
WFA
11
WestHill Financial Advisors
California
$9.46M +$29K +183 +0.3%
FAC
12
Financial Advisory Corporation
Michigan
$8.06M -$319K -2,012 -4%
SC
13
Savant Capital
Illinois
$7.4M -$294K -1,858 -4%
ANTB
14
AMG National Trust Bank
Colorado
$7.15M +$388K +2,448 +6%
IFWM
15
Institute for Wealth Management
Colorado
$6.96M
Raymond James Financial
16
Raymond James Financial
Florida
$6.42M +$173K +1,095 +3%
RWP
17
RWA Wealth Partners
Massachusetts
$6.06M -$52.6K -332 -0.9%
KAS
18
Kestra Advisory Services
Texas
$5.76M +$45.1K +285 +0.8%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$5.38M -$95.1K -601 -2%
UBS Group
20
UBS Group
Switzerland
$5.19M +$134K +847 +3%
SAM
21
Silvercrest Asset Management
New York
$4.53M +$197K +1,244 +5%
PNFS
22
PW Nova Financial Services
Pennsylvania
$4.08M +$4.01M +25,349 New
VCM
23
Virtue Capital Management
Tennessee
$4.06M -$7.04M -44,486 -64%
Franklin Resources
24
Franklin Resources
California
$3.97M -$15.8K -100 -0.4%
BAM
25
Brandywine Asset Management
Pennsylvania
$3.97M +$3.6M +22,759 New