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Vanguard Russell 2000 Value (VTWV)

CUSIP: 92206C649 | NYSE | 433 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

AMG National Trust Bank62,680
0.2% of portfolio›$11.6M
WestHill Financial Advisors, Inc.56,502
1.7% of portfolio›$10.4M
Financial Advisory Corp49,647
1.2% of portfolio›$9.2M
Truist Financial Corp27,993
0.0% of portfolio›$5.2M
PW Nova Financial Services LLC21,625
0.8% of portfolio›$4.0M
Virtue Capital Management, LLC21,562
0.5% of portfolio›$4.0M
Avior Wealth Management, LLC20,504
0.1% of portfolio›$3.8M
Citigroup Inc16,635
0.0% of portfolio›$3.1M
Phoenix Wealth Advisors15,783
0.9% of portfolio›$2.9M
Rodgers & Associates, LTD14,989
0.3% of portfolio›$2.8M
LBJ Family Wealth Advisors, Ltd.14,536
1.4% of portfolio›$2.7K
NYL Investors LLC14,206
1.1% of portfolio›$2.6M
D.A. Davidson & Co.13,970
0.0% of portfolio›$2.6M
Wealth Dimensions Group, Ltd.13,928
0.4% of portfolio›$2.6M
Kestra Advisory Services, LLC12,941
0.0% of portfolio›$2.4M
Parkside Financial Bank & Trust12,736
0.2% of portfolio›$2.4M
Stackstone Wealth, LLC12,452
0.2% of portfolio›$2.3M
Commonwealth Equity Services, LLC11,951
0.0% of portfolio›$2.2M
Oppenheimer & Co Inc11,790
0.0% of portfolio›$2.2M
Sowell Financial Services LLC11,548
0.1% of portfolio›$2.1M
Gibraltar Capital Management, Inc.11,125
0.3% of portfolio›$2.1M
Cambridge Investment Research Advisors, Inc.9,113
0.0% of portfolio›$1.7K
Fifth Third Securities, Inc.8,453
0.1% of portfolio›$1.6M
Morangie Management LLC5,929
0.9% of portfolio›$1.1M
Dickmeyer Boyce Financial Management, Inc.5,851
0.6% of portfolio›$1.1M
Sigma Planning Corp5,584
0.0% of portfolio›$1.0M
Wrenne Financial Planning LLC5,527
0.3% of portfolio›$1.0M
Brooklyn FI, LLC5,209
0.2% of portfolio›$1.0M
Michels Family Financial, LLC4,268
0.5% of portfolio›$788.4K
Lido Advisors, LLC4,174
0.0% of portfolio›$771.1K
1900 Wealth Management LLC3,969
0.0% of portfolio›$733.2K
IVC Wealth Advisors LLC3,673
0.3% of portfolio›$678.4K
Clear Retirement Advice LLC3,613
0.4% of portfolio›$667.4K
Kelsey Financial, LLC3,231
0.5% of portfolio›$596.9K
Ascentis Independent Advisors3,183
0.0% of portfolio›$587.9K
Tennessee Valley Asset Management Partners3,098
0.1% of portfolio›$572.3K
Kestra Private Wealth Services, LLC3,000
0.0% of portfolio›$554.2K
Sound Financial Strategies Group, LLC2,697
0.3% of portfolio›$498.2K
Stordahl Capital Management, Inc.2,588
0.1% of portfolio›$478.1K
Wealthcare Advisory Partners LLC2,487
0.0% of portfolio›$459.3K
Cornerstone Wealth Management, LLC2,396
0.0% of portfolio›$442.7K
AdvisorNet Financial, Inc2,354
0.0% of portfolio›$430.6K
Ascentis Wealth Management, LLC2,155
0.1% of portfolio›$398.0K
Cullinan Associates Inc2,090
0.0% of portfolio›$386.1K
Wealth Enhancement Advisory Services, LLC2,016
0.0% of portfolio›$375.1K
True Private Wealth Advisors2,003
0.0% of portfolio›$370.0K
Northwest Wealth Management, LLC1,868
0.0% of portfolio›$345.1K
Plancorp, LLC1,858
0.0% of portfolio›$350.9K
Independent Financial Group, LLC1,761
0.0% of portfolio›$325.3K
Indiana Trust & Investment Management Co1,670
0.1% of portfolio›$308.5K
Guidance Capital, Inc1,465
0.1% of portfolio›$278.9K
Capital Square, LLC1,425
0.1% of portfolio›$263.2K
Elevation Point Wealth Partners, LLC1,365
0.0% of portfolio›$252.2K
AA Financial Advisors, LLC1,238
0.0% of portfolio›$228.8K
B. Riley Wealth Advisors, Inc.1,170
0.0% of portfolio›$216.1K
Creative Planning1,152
0.0% of portfolio›$212.7K
Atria Investments, Inc1,137
0.0% of portfolio›$210.1K
Archer Investment Corp1,094
0.0% of portfolio›$202.1K
Creative Financial Designs Inc1,019
0.0% of portfolio›$188.3K
Brown, Lisle Ings, Inc.950
0.0% of portfolio›$175.5K
Farther Finance Advisors, LLC810
0.0% of portfolio›$149.7K
Blueline Advisors LLC339
0.0% of portfolio›$62.6K
Plante Moran Financial Advisors, LLC208
0.0% of portfolio›$38.4K
Private Trust Co NA191
0.0% of portfolio›$35.3K
CX Institutional182
0.0% of portfolio›$34
CoreCap Advisors, LLC164
0.0% of portfolio›$30.3K
Bear Mountain Capital, Inc.126
0.0% of portfolio›$23.1K
AlphaCore Capital LLC111
0.0% of portfolio›$20.5K
Eastern Bank96
0.0% of portfolio›$17.7K
Triumph Capital Management86
0.0% of portfolio›$15.9K
Comprehensive Financial Planning, Inc.80
0.0% of portfolio›$14.8K
TD Private Client Wealth LLC75
0.0% of portfolio›$13.9K
Bfsg, LLC68
0.0% of portfolio›$12.6K
EverSource Wealth Advisors, LLC51
0.0% of portfolio›$9.4K
Wagner Wealth Management, LLC51
0.0% of portfolio›$9.4K
Fairscale Capital, LLC50
0.0% of portfolio›$9.4K
Nova Financial LLC38
0.0% of portfolio›$7.0K
SBI Securities Co., Ltd.35
0.0% of portfolio›$6.5K
Lanark Financial, Inc.35
0.0% of portfolio›$6.5K
Latitude Advisors, LLC23
0.0% of portfolio›$4.2K
Harbor Asset Planning, Inc.16
0.0% of portfolio›$3.0K
Eukles Asset Management15
0.0% of portfolio›$2.8K
Blue Trust, Inc.3
0.0% of portfolio›$560
Root Financial Partners, LLC1
0.0% of portfolio›$185
Beacon Investment Advisory Services, Inc.1
0.0% of portfolio›$206
StyleTurnoverLocationFiled
AMG National Trust Bank
62,680$11.6M0.2%ETFLowGreenwood Village, CO2026-11-05
WestHill Financial Advisors, Inc.
56,502$10.4M1.7%ETFVery LowSan Rafael, CA2026-10-14
Financial Advisory Corp
49,647$9.2M1.2%ETFVery LowGrand Rapids, MI2026-10-14
Truist Financial Corp
27,993$5.2M0.0%CoreLowCharlotte, NC2026-10-30
PW Nova Financial Services LLC
21,625$4.0M0.8%ETFLowNewtown, PA2026-10-15
Virtue Capital Management, LLC
21,562$4.0M0.5%GrowthHighBrentwood, TN2026-10-29
Avior Wealth Management, LLC
20,504$3.8M0.1%ETFMediumOmaha, NE2026-10-13
Citigroup Inc
16,635$3.1M0.0%CoreMediumNew York, NY2026-11-04
Phoenix Wealth Advisors
15,783$2.9M0.9%CoreLowChapel Hill, NC2026-11-03
Rodgers & Associates, LTD
14,989$2.8M0.3%ETFVery LowLancaster, PA2026-10-20
LBJ Family Wealth Advisors, Ltd.
14,536$2.7K1.4%ETFVery LowAustin, TX2026-10-01
NYL Investors LLC
14,206$2.6M1.1%ETFLowNew York, NY2026-11-03
D.A. Davidson & Co.
13,970$2.6M0.0%CoreLowGreat Falls, MT2026-10-28
Wealth Dimensions Group, Ltd.
13,928$2.6M0.4%ETFLowCincinnati, OH2026-11-02
Kestra Advisory Services, LLC
12,941$2.4M0.0%CoreLowAustin, TX2026-11-02
Parkside Financial Bank & Trust
12,736$2.4M0.2%CoreVery LowSaint Louis, MO2026-10-27
Stackstone Wealth, LLC
12,452$2.3M0.2%CoreN/ADubuque, IA2026-10-19
Commonwealth Equity Services, LLC
11,951$2.2M0.0%ETFLowWaltham, MA2026-11-02
Oppenheimer & Co Inc
11,790$2.2M0.0%CoreLowNew York, NY2026-10-26
Sowell Financial Services LLC
11,548$2.1M0.1%CoreLowNorth Little Rock, AR2026-10-23
Gibraltar Capital Management, Inc.
11,125$2.1M0.3%CoreLowTulsa, OK2026-10-27
Cambridge Investment Research Advisors, Inc.
9,113$1.7K0.0%ETFLowFairfield, IA2026-11-02
Fifth Third Securities, Inc.
8,453$1.6M0.1%ETFLowCincinnati, OH2026-10-21
Morangie Management LLC
5,929$1.1M0.9%CoreVery LowNew York, NY2026-10-15
Dickmeyer Boyce Financial Management, Inc.
5,851$1.1M0.6%CoreVery LowFort Wayne, IN2026-10-08
Sigma Planning Corp
5,584$1.0M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Wrenne Financial Planning LLC
5,527$1.0M0.3%ETFVery LowLexington, KY2026-10-30
Brooklyn FI, LLC
5,209$1.0M0.2%ETFVery LowNew York, NY2026-11-05
Michels Family Financial, LLC
4,268$788.4K0.5%ETFLowFort Worth, TX2026-11-02
Lido Advisors, LLC
4,174$771.1K0.0%GrowthLowLos Angeles, CA2026-11-04
1900 Wealth Management LLC
3,969$733.2K0.0%ETFLowSan Antonio, TX2026-10-13
IVC Wealth Advisors LLC
3,673$678.4K0.3%GrowthLowSilverdale, PA2026-10-23
Clear Retirement Advice LLC
3,613$667.4K0.4%ETFVery LowSan Mateo, CA2026-10-22
Kelsey Financial, LLC
3,231$596.9K0.5%ETFLowMoorpark, CA2026-10-28
Ascentis Independent Advisors
3,183$587.9K0.0%ETFLowDallas, TX2026-11-03
Tennessee Valley Asset Management Partners
3,098$572.3K0.1%ETFLowKnoxville, TN2026-11-03
Kestra Private Wealth Services, LLC
3,000$554.2K0.0%GrowthLowAustin, TX2026-10-30
Sound Financial Strategies Group, LLC
2,697$498.2K0.3%ETFMediumMadison, MS2026-10-30
Stordahl Capital Management, Inc.
2,588$478.1K0.1%ETFVery LowGreenwood Village, CO2026-10-22
Wealthcare Advisory Partners LLC
2,487$459.3K0.0%ETFLowWest Chester, PA2026-10-21
Cornerstone Wealth Management, LLC
2,396$442.7K0.0%ETFVery LowSt. Peters, MO2026-11-04
AdvisorNet Financial, Inc
2,354$430.6K0.0%ETFLowMinnetonka, MN2026-10-15
Ascentis Wealth Management, LLC
2,155$398.0K0.1%Agg GrowthLowDallas, TX2026-11-03
Cullinan Associates Inc
2,090$386.1K0.0%CoreLowLouisville, KY2026-11-03
Wealth Enhancement Advisory Services, LLC
2,016$375.1K0.0%CoreLowPlymouth, MN2026-10-13
True Private Wealth Advisors
2,003$370.0K0.0%ETFMediumSalem, OR2026-10-19
Northwest Wealth Management, LLC
1,868$345.1K0.0%ETFLowSpencer, IA2026-10-30
Plancorp, LLC
1,858$350.9K0.0%ETFLowSaint Louis, MO2026-11-03
Independent Financial Group, LLC
1,761$325.3K0.0%GrowthLowSan Diego, CA2026-10-13
Indiana Trust & Investment Management Co
1,670$308.5K0.1%GrowthLowMishawaka, IN2026-10-22
Guidance Capital, Inc
1,465$278.9K0.1%ETFMediumLousville, KY2026-11-03
Capital Square, LLC
1,425$263.2K0.1%YieldMediumAthens, TN2026-10-19
Elevation Point Wealth Partners, LLC
1,365$252.2K0.0%CoreHighDenver, CO2026-11-05
AA Financial Advisors, LLC
1,238$228.8K0.0%ETFMediumColumbus, OH2026-10-19
B. Riley Wealth Advisors, Inc.
1,170$216.1K0.0%GrowthLowMemphis, TN2026-10-13
Creative Planning
1,152$212.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Atria Investments, Inc
1,137$210.1K0.0%CoreMediumCharlotte, NC2026-10-15
Archer Investment Corp
1,094$202.1K0.0%CoreMediumCarmel, IN2026-11-05
Creative Financial Designs Inc
1,019$188.3K0.0%ETFMediumKokomo, IN2026-11-04
Brown, Lisle Ings, Inc.
950$175.5K0.0%CoreVery LowProvidence, RI2026-10-16
Farther Finance Advisors, LLC
810$149.7K0.0%IndexLowSan Francisco, CA2026-10-08
Blueline Advisors LLC
339$62.6K0.0%ETFLowExeter, NH2026-10-15
Plante Moran Financial Advisors, LLC
208$38.4K0.0%ETFVery LowSouthfield, MI2026-11-04
Private Trust Co NA
191$35.3K0.0%CoreLowCleveland, OH2026-10-20
CX Institutional
182$340.0%CoreMediumAuburn, IN2026-10-02
CoreCap Advisors, LLC
164$30.3K0.0%ETFMediumSouthfield, MI2026-10-08
Bear Mountain Capital, Inc.
126$23.1K0.0%ETFLowSeattle, WA2026-11-04
AlphaCore Capital LLC
111$20.5K0.0%ETFLowLa Jolla, CA2026-11-04
Eastern Bank
96$17.7K0.0%GrowthMediumBoston, MA2026-10-05
Triumph Capital Management
86$15.9K0.0%ETFMediumDenver, CO2026-10-14
Comprehensive Financial Planning, Inc.
80$14.8K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
TD Private Client Wealth LLC
75$13.9K0.0%ETFLowNew York, NY2026-10-28
Bfsg, LLC
68$12.6K0.0%CoreLowIrvine, CA2026-10-30
EverSource Wealth Advisors, LLC
51$9.4K0.0%CoreMediumBirmingham, AL2026-11-04
Wagner Wealth Management, LLC
51$9.4K0.0%ETFLowGreenville, SC2026-10-21
Fairscale Capital, LLC
50$9.4K0.0%GrowthVery LowNashua, NH2026-11-04
Nova Financial LLC
38$7.0K0.0%N/AN/ATucson, AZ2026-11-04
SBI Securities Co., Ltd.
35$6.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Lanark Financial, Inc.
35$6.5K0.0%CoreMediumBirmingham, AL2026-10-26
Latitude Advisors, LLC
23$4.2K0.0%ETFLowYorkville, IL2026-10-27
Harbor Asset Planning, Inc.
16$3.0K0.0%ETFVery LowBelmont, MA2026-10-23
Eukles Asset Management
15$2.8K0.0%CoreLowCincinnati, OH2026-11-04
Blue Trust, Inc.
3$5600.0%ETFLowBrentwood, TN2026-10-15
Root Financial Partners, LLC
1$1850.0%ETFMediumEncinitas, CA2026-10-21
Beacon Investment Advisory Services, Inc.
1$2060.0%GrowthLowMorristown, NJ2026-10-13