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Vanguard Russell 2000 Value ETF (VTWV) Institutional Ownership

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$137.37
-0.94 (-0.68%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for Vanguard Russell 2000 Value ETF (NASDAQ:VTWV)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$84.15M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$56.42M
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VTWV Institutional Buying and Selling by Quarter

Vanguard Russell 2000 Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 SageView Advisory Group LLC9,473$1.33M0.1%N/A0.162%
5/8/2024 Avantax Advisory Services Inc.2,026$283K0.0%-7.5%0.035%
5/7/2024 Allegheny Financial Group LTD3,693$516K0.2%-27.7%0.063%
5/7/2024 Oppenheimer & Co. Inc.4,423$618K0.0%+2.2%0.076%
5/6/2024 Envestnet Portfolio Solutions Inc.5,298$741K0.0%-62.5%0.091%
5/1/2024 Janney Montgomery Scott LLC4,572$639K0.0%-11.7%0.078%
4/30/2024 Perigon Wealth Management LLC1,783$249K0.0%+12.4%0.030%
4/29/2024Commonwealth Equity Services LLC13,347$1.87M0.0%+25.9%0.228%
4/29/2024 RWA Wealth Partners LLC38,037$5.32M0.1%+0.8%0.650%
4/27/2024 Phoenix Wealth Advisors15,998$2.24M1.4%+13.4%0.273%
4/26/2024 Crestone Asset Management LLC149,807$20.95M4.2%+18.9%2.561%
4/25/2024 WestHill Financial Advisors Inc.53,253$7.45M1.8%+4.2%0.910%
4/24/2024 1900 Wealth Management LLC7,501$1.05M0.1%-25.1%0.128%
4/19/2024 IVC Wealth Advisors LLC8,713$1.22M0.7%-3.2%0.149%
4/18/2024 Congress Wealth Management LLC DE 56,181$7.86M0.1%+0.8%0.960%
4/18/2024 Miracle Mile Advisors LLC7,195$1.01M0.0%-18.4%0.123%
4/18/2024 Fifth Third Securities Inc.11,395$1.59M0.2%-0.9%0.195%
4/15/2024 Wealthcare Advisory Partners LLC2,900$406K0.0%+4.1%0.050%
4/12/2024 AdvisorNet Financial Inc14,359$2.01M0.2%+15.8%0.245%
4/10/2024 McLean Asset Management Corp4,905$676K0.2%+5.6%0.084%
4/2/2024 LBJ Family Wealth Advisors Ltd.10,721$1.50M1.0%+1.8%0.178%
2/15/2024Bragg Financial Advisors Inc89,284$12.19M0.6%-1.8%1.481%
2/13/2024Vawter Financial Ltd.3,945$539K0.4%+2.5%0.065%
2/13/2024Carolinas Wealth Consulting LLC21,717$2.97M0.5%+4.9%0.360%
2/12/2024 Roundview Capital LLC6,179$844K0.1%-39.3%0.102%
2/9/2024 Advisory Services Network LLC4,137$565K0.0%N/A0.069%
2/9/2024 Commerce Bank10,360$1.42M0.0%-67.7%0.172%
2/9/2024 Wealth Dimensions Group Ltd.14,497$1.98M0.6%-5.6%0.240%
2/9/2024 Corient Private Wealth LLC7,430$1.02M0.0%-15.3%0.123%
2/8/2024 Allegheny Financial Group LTD5,107$698K0.2%+59.9%0.085%
2/8/2024Beacon Pointe Advisors LLC2,587$353K0.0%+5.5%0.043%
2/8/2024 Janney Montgomery Scott LLC5,178$707K0.0%-9.0%0.086%
2/7/2024 Avantax Advisory Services Inc.2,191$299K0.0%-6.8%0.036%
2/7/2024 Envestnet Portfolio Solutions Inc.14,145$1.93M0.0%-16.0%0.235%
2/6/2024 Crestone Asset Management LLC125,943$17.20M3.9%+11.3%2.089%
2/6/2024 Private Advisor Group LLC9,617$1.31M0.0%-64.2%0.159%
2/6/2024 Wealthcare Advisory Partners LLC2,785$380K0.0%-79.3%0.046%
2/6/2024 Red Cedar Investment Management LLC38,275$5.23M0.8%+0.6%0.635%
2/5/2024 Savant Capital LLC53,569$7.32M0.1%-15.2%0.888%
2/5/2024 Vance Wealth Inc.2,801$383K0.2%-45.7%0.046%
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2/2/2024Truist Financial Corp4,438$606K0.0%+12.8%0.074%
2/2/2024Rodgers & Associates LTD17,846$2.44M0.3%+5.7%0.296%
2/2/2024Atria Wealth Solutions Inc.5,463$746K0.0%-29.2%0.091%
2/1/2024 Parkside Financial Bank & Trust7,144$976K0.2%+2.1%0.118%
2/1/2024 1900 Wealth Management LLC10,018$1.37M0.1%-50.1%0.166%
2/1/2024 RWA Wealth Partners LLC37,733$5.15M0.1%N/A0.626%
1/31/2024 Institute for Wealth Management LLC.10,961$1.50M0.2%+42.9%0.182%
1/31/2024 WestHill Financial Advisors Inc.51,087$6.98M1.8%+1.4%0.847%
1/30/2024 Phoenix Wealth Advisors14,109$1.92M1.3%+13.2%0.234%
1/30/2024 TRUE Private Wealth Advisors1,650$225K0.0%N/A0.027%
1/30/2024SVB Wealth LLC6,684$913K0.0%+100.0%0.111%
1/29/2024 ORG Partners LLC1,106$151K0.0%N/A0.018%
1/29/2024 Perigon Wealth Management LLC1,586$217K0.0%N/A0.026%
1/25/2024HC Advisors LLC3,417$467K0.3%-29.1%0.057%
1/24/2024 International Assets Investment Management LLC1,776$243K0.0%N/A0.029%
1/23/2024 FAS Wealth Partners Inc.2,549$348K0.0%+7.3%0.042%
1/22/2024 Strategies Wealth Advisors LLC1,505$206K0.0%N/A0.025%
1/22/2024 Miracle Mile Advisors LLC8,820$1.21M0.0%-48.3%0.146%
1/19/2024 AdvisorNet Financial Inc12,404$1.69M0.2%+149.7%0.206%
1/16/2024 Raymond James & Associates14,809$2.02M0.0%+1.9%0.246%
1/12/2024 Carl Stuart Investment Advisor Inc.12,997$1.78M1.2%N/A0.216%
1/11/2024 IVC Wealth Advisors LLC9,005$1.23M0.8%-47.0%0.149%
1/10/2024 Cornerstone Wealth Management LLC2,804$383K0.0%-10.3%0.047%
1/8/2024 McLean Asset Management Corp4,646$614K0.2%+39.2%0.077%
12/20/2023Vawter Financial Ltd.3,850$460K0.5%-11.5%0.062%
11/15/2023First Citizens Asset Management Inc.7,738$924K0.4%-1.3%0.125%
11/15/2023Lido Advisors LLC2,976$355K0.0%-30.1%0.048%
11/14/2023Operose Advisors LLC7,418$886K0.4%N/A0.120%
11/14/2023 Parkside Financial Bank & Trust6,998$835K0.2%+14.4%0.113%
11/13/2023LPL Financial LLC78,679$9.39M0.0%+4.2%1.269%
11/13/2023 WestHill Financial Advisors Inc.50,378$6.02M1.8%+8.0%0.813%
11/13/2023 Envestnet Portfolio Solutions Inc.16,848$2.01M0.0%N/A0.272%
11/13/2023Kestra Advisory Services LLC35,791$4.27M0.0%-0.7%0.577%
11/13/2023PNC Financial Services Group Inc.574$69K0.0%+1,266.7%0.009%
11/9/2023UBS Group AG47,410$5.66M0.0%-14.2%0.765%
11/8/2023 HighTower Advisors LLC25,186$3.01M0.0%-3.8%0.406%
11/8/2023 Janney Montgomery Scott LLC5,693$680K0.0%+4.1%0.092%
11/8/2023Atria Wealth Solutions Inc.7,716$921K0.0%-4.3%0.124%
11/8/2023J.P. Morgan Private Wealth Advisors LLC24,492$2.92M0.0%+0.5%0.395%
11/8/2023 Oppenheimer & Co. Inc.4,121$492K0.0%+49.5%0.066%
11/8/2023 Kestra Private Wealth Services LLC3,000$358K0.0%+15.4%0.048%
11/7/2023 Savant Capital LLC63,141$7.54M0.1%+30.6%1.018%
11/7/2023 Cornerstone Wealth Management LLC3,126$373K0.0%+13.3%0.050%
11/6/2023 Phoenix Wealth Advisors12,465$1.49M0.9%+2.3%0.201%
11/3/2023 Tobias Financial Advisors Inc.7,661$915K0.2%-2.2%0.124%
11/3/2023 Vance Wealth Inc.5,162$616K0.3%+2.1%0.083%
10/30/2023 First Citizens Bank & Trust Co.2,241$268K0.0%-99.2%0.036%
10/30/2023 Congress Wealth Management LLC DE55,817$6.66M0.1%N/A0.900%
10/30/2023 Red Cedar Investment Management LLC38,045$4.54M0.7%-3.1%0.614%
10/27/2023 Crestone Asset Management LLC113,145$13.51M3.2%+5.0%1.825%
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10/25/2023 Miracle Mile Advisors LLC17,074$2.04M0.1%-32.1%0.275%
10/24/2023 Cambridge Investment Research Advisors Inc.9,514$1.14M0.0%+16.4%0.153%
10/23/2023Commonwealth Equity Services LLC9,730$1.16M0.0%+5.7%0.157%
10/19/2023 Jmac Enterprises LLC21,879$2.61M0.6%+2.3%0.353%
10/17/2023Rodgers & Associates LTD16,886$2.02M0.3%-0.6%0.272%
10/17/2023 1900 Wealth Management LLC20,066$2.40M0.2%+13.3%0.324%
10/13/2023 Institute for Wealth Management LLC.7,671$916K0.2%+11.0%0.124%
10/12/2023 AdvisorNet Financial Inc4,967$593K0.1%+61.4%0.080%
10/12/2023 Wealthcare Capital Management LLC2,713$324K0.0%-10.1%0.044%
10/12/2023 Wealthcare Advisory Partners LLC13,431$1.60M0.1%+4.2%0.217%
(Data available from 1/1/2016 forward)

VTWV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTWV shares?

During the previous two years, 126 institutional investors and hedge funds held shares of Vanguard Russell 2000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($57.74M), Envestnet Asset Management Inc. ($37.29M), Crestone Asset Management LLC ($20.95M), Bragg Financial Advisors Inc ($12.19M), LPL Financial LLC ($9.39M), Virtue Capital Management LLC ($8.41M), and Congress Wealth Management LLC DE ($7.86M).Learn more on VTWV's institutional investors.

Which institutional investors have been buying Vanguard Russell 2000 Value ETF stock?

Of the 104 institutional investors that purchased Vanguard Russell 2000 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($285.65K), LBJ Family Wealth Advisors Ltd. ($141.63K), Bank of America Corp DE ($129.14K), Savant Capital LLC ($66.48K), Congress Wealth Management LLC DE ($56.24K), AFG Fiduciary Services Limited Partnership ($45.98K), and Crestone Asset Management LLC ($45.61K).

How much institutional buying is happening at Vanguard Russell 2000 Value ETF?

Institutional investors have bought a total of 1,412,844 shares in the last 24 months. This purchase volume represents approximately $266.63M in transactions.

Which Vanguard Russell 2000 Value ETF major shareholders have been selling company stock?

Of the 66 institutional investors that sold Vanguard Russell 2000 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Citizens Bank & Trust Co. ($271.23K), LBJ Family Wealth Advisors Ltd. ($136.61K), Sargent Bickham Lagudis LLC ($97.27K), Crestone Asset Management LLC ($93.88K), AFG Fiduciary Services Limited Partnership ($37.85K), Virtue Capital Management LLC ($32.56K), and Miracle Mile Advisors LLC ($24.70K).

How much institutional selling is happening at Vanguard Russell 2000 Value ETF?

Institutional investors have sold a total of 918,482 shares in the last 24 months. This volume of shares sold represents approximately $167.01M in transactions.


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This page (NASDAQ:VTWV) was last updated on 5/11/2024 by MarketBeat.com Staff

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