VTWV Institutional Ownership
Vanguard Russell 2000 Value ETF
1W: -0.6%
1M: -4.9%
3M: -4.4%
YTD: +16.1%
1Y: +19.5%
3Y: +64.9%
5Y: +44.8%
$187.04
+1.44 (+0.78%)
Weekly Expected Move ±1.5%
$181
$184
$187
$190
$193
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — VTWV
206
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
595M
Total Invested
18
New Positions
51
Increased
78
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (215 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 418,871 | $78M | -6,862 | -1.6% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 287,799 | $54M | +89,712 | +45.3% | 56Q | SEC ↗ |
| 3 | Pathstone Holdings, LLC | 204,471 | $38M | -6,754 | -3.2% | 9Q | SEC ↗ |
| 4 | COMMERCE BANK | 120,264 | $22M | -3,497 | -2.8% | 20Q | SEC ↗ |
| 5 | LPL Financial LLC | 117,898 | $22M | +795 | +0.7% | 54Q | SEC ↗ |
| 6 | Equitable Holdings, Inc. | 98,687 | $18M | +26,939 | +37.5% | 8Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 95,396 | $18M | +5,659 | +6.3% | 63Q | SEC ↗ |
| 8 | Savant Capital, LLC | 91,791 | $17M | +45,892 | +100.0% | 16Q | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 86,298 | $16M | -4,559 | -5.0% | 22Q | SEC ↗ |
| 10 | Bragg Financial Advisors, Inc | 82,247 | $15M | -1,456 | -1.7% | 35Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 68,522 | $13M | -7,006 | -9.3% | 16Q | SEC ↗ |
| 12 | FIRST AMERICAN TRUST, FSB | 67,143 | $13M | +12,086 | +22.0% | 2Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 59,430 | $11M | -1,315 | -2.2% | 26Q | SEC ↗ |
| 14 | WestHill Financial Advisors, Inc. | 57,957 | $11M | -276 | -0.5% | 20Q | SEC ↗ |
| 15 | AMG National Trust Bank | 55,783 | $10M | +7,034 | +14.4% | 7Q | SEC ↗ |
| 16 | Financial Advisory Corp | 50,160 | $9M | -122 | -0.2% | 7Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 46,658 | $9M | -1,160 | -2.4% | 7Q | SEC ↗ |
| 18 | Institute for Wealth Management, LLC. | 42,835 | $8M | -528 | -1.2% | 13Q | SEC ↗ |
| 19 | UBS Group AG | 41,836 | $8M | +3,298 | +8.6% | 47Q | SEC ↗ |
| 20 | RWA WEALTH PARTNERS, LLC | 37,908 | $7M | +421 | +1.1% | 11Q | SEC ↗ |
| 21 | JPMORGAN CHASE & CO | 33,847 | $6M | +2,601 | +8.3% | 25Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 32,275 | $6M | -1,337 | -4.0% | 10Q | SEC ↗ |
| 23 | TRUIST FINANCIAL CORP | 28,883 | $5M | -67 | -0.2% | 21Q | SEC ↗ |
| 24 | FRANKLIN RESOURCES INC | 26,233 | $5M | — | +0.0% | 22Q | SEC ↗ |
| 25 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 25,801 | $5M | -1,297 | -4.8% | 31Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 25,540 | $5M | +13,856 | +118.6% | 61Q | SEC ↗ |
| 27 | PW Nova Financial Services LLC | 25,260 | $5M | -64 | -0.3% | 3Q | SEC ↗ |
| 28 | Virtue Capital Management, LLC | 25,100 | $5M | -5,083 | -16.8% | 21Q | SEC ↗ |
| 29 | Brandywine Asset Management, Inc. | 22,843 | $4M | +84 | +0.4% | 2Q | SEC ↗ |
| 30 | Zhang Financial LLC | 21,923 | $4M | +19,899 | +983.2% | 2Q | SEC ↗ |
| 31 | GOLDMAN SACHS GROUP INC | 20,883 | $4M | +142 | +0.7% | 15Q | SEC ↗ |
| 32 | ENVESTNET ASSET MANAGEMENT INC | 19,788 | $4M | +953 | +5.1% | 32Q | SEC ↗ |
| 33 | BlackRock, Inc. | 18,520 | $3M | -4,835 | -20.7% | 5Q | SEC ↗ |
| 34 | Kestra Advisory Services, LLC | 18,241 | $3M | -17,579 | -49.1% | 24Q | SEC ↗ |
| 35 | CIBC WORLD MARKET INC. | 17,352 | $3M | — | +0.0% | 34Q | SEC ↗ |
| 36 | HighTower Advisors, LLC | 16,981 | $3M | -1,279 | -7.0% | 22Q | SEC ↗ |
| 37 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 16,829 | $3M | — | +0.0% | 22Q | SEC ↗ |
| 38 | Rodgers & Associates, LTD | 15,359 | $3M | -134 | -0.9% | 23Q | SEC ↗ |
| 39 | Phoenix Wealth Advisors | 15,218 | $3M | +677 | +4.7% | 15Q | SEC ↗ |
| 40 | Allegheny Financial Group | 15,129 | $3M | -797 | -5.0% | 17Q | SEC ↗ |
| 41 | TWO SIGMA INVESTMENTS, LP | 14,800 | $3M | -9,800 | -39.8% | 2Q | SEC ↗ |
| 42 | LBJ Family Wealth Advisors, Ltd. | 14,363 | $3M | -87 | -0.6% | 25Q | SEC ↗ |
| 43 | CAPTRUST FINANCIAL ADVISORS | 14,211 | $3M | +263 | +1.9% | 5Q | SEC ↗ |
| 44 | NYL Investors LLC | 14,206 | $3M | — | +0.0% | 5Q | SEC ↗ |
| 45 | Wealth Dimensions Group, Ltd. | 14,040 | $3M | -47 | -0.3% | 23Q | SEC ↗ |
| 46 | D.A. DAVIDSON & CO. | 13,970 | $3M | — | +0.0% | 3Q | SEC ↗ |
| 47 | Clearstead Advisors, LLC | 13,113 | $2M | +2 | +0.0% | 9Q | SEC ↗ |
| 48 | Parkside Financial Bank & Trust | 12,736 | $2M | -36 | -0.3% | 17Q | SEC ↗ |
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,343 | $2M | +2,195 | +21.6% | 2Q | SEC ↗ |
| 50 | COMMONWEALTH EQUITY SERVICES, LLC | 11,903 | $2M | -609 | -4.9% | 35Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| Sowell Financial Services LLC | 11,666 | $2M |
| KINTRA WEALTH, LLC | 2,018 | $377K |
| SYON CAPITAL LLC | 1,590 | $297K |
| Atria Investments, Inc | 1,426 | $267K |
| Merit Financial Group, LLC | 1,114 | $208K |
| CHOREO, LLC | 1,033 | $193K |
| MERCER GLOBAL ADVISORS INC /ADV | 800 | $150K |
| EP Wealth Advisors, LLC | 757 | $142K |
| OXFORD FINANCIAL GROUP, LTD. LLC | 541 | $101K |
| Global Retirement Partners, LLC | 383 | $72K |
| BLAIR WILLIAM & CO/IL | 224 | $42K |
| Ameritas Advisory Services, LLC | 186 | $35K |
| Davis Capital Management | 48 | $9K |
| UMB Bank, n.a. | 39 | $7K |
| IFP Advisors, Inc | 34 | $6K |
| Aberdeen Wealth Management LLC | 20 | $4K |
| Harbor Asset Planning, Inc. | 16 | $3K |
| HAZLETT, BURT & WATSON, INC. | 15 | $3K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| COOKE & BIELER LP | 7,510 | $1M |
| Ascentis Independent Advisors | 3,383 | $633K |
| CITADEL ADVISORS LLC | 2,694 | $504K |
| HRT FINANCIAL LP | 2,605 | $487K |
| JANE STREET GROUP, LLC | 1,832 | $343K |
| FOCUSED ALPHA, LLC | 1,699 | $318K |
| IEQ CAPITAL, LLC | 1,433 | $268K |
| Arax Advisory Partners | 600 | $112K |
| Ankerstar Wealth, LLC | 303 | $57K |
| SageView Advisory Group, LLC | 216 | $40K |
| MAI Capital Management | 100 | $19K |
| CoreFirst Bank & Trust | 99 | $19K |
| IFC & Insurance Marketing, Inc. | 70 | $13K |
| Western Wealth Management, LLC | 55 | $10K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 51 | $10K |
| Blue Trust, Inc. | 49 | $9K |
| Qube Research & Technologies Ltd | 17 | $3K |
| Wealth Preservation Advisors, LLC | 15 | $3K |
| Root Financial Partners, LLC | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +89,712 | +45.3% | 287,799 |
| Savant Capital, LLC | +45,892 | +100.0% | 91,791 |
| Equitable Holdings, Inc. | +26,939 | +37.5% | 98,687 |
| Zhang Financial LLC | +19,899 | +983.2% | 21,923 |
| ROYAL BANK OF CANADA | +13,856 | +118.6% | 25,540 |
| FIRST AMERICAN TRUST, FSB | +12,086 | +22.0% | 67,143 |
| AMG National Trust Bank | +7,034 | +14.4% | 55,783 |
| WELLS FARGO & COMPANY/MN | +5,659 | +6.3% | 95,396 |
| UBS Group AG | +3,298 | +8.6% | 41,836 |
| JPMORGAN CHASE & CO | +2,601 | +8.3% | 33,847 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +2,195 | +21.6% | 12,343 |
| LOM Asset Management Ltd | +1,238 | +90.9% | 2,600 |
| ENVESTNET ASSET MANAGEMENT INC | +953 | +5.1% | 19,788 |
| LPL Financial LLC | +795 | +0.7% | 117,898 |
| Phoenix Wealth Advisors | +677 | +4.7% | 15,218 |
| Tower Research Capital LLC (TRC) | +619 | +241.8% | 875 |
| OPPENHEIMER & CO INC | +559 | +5.1% | 11,557 |
| MML INVESTORS SERVICES, LLC | +555 | +20.9% | 3,212 |
| Dickmeyer Boyce Financial Managemen | +427 | +8.2% | 5,624 |
| RWA WEALTH PARTNERS, LLC | +421 | +1.1% | 37,908 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | -91,106 | -95.3% | 4,523 |
| Kestra Advisory Services, LLC | -17,579 | -49.1% | 18,241 |
| TWO SIGMA INVESTMENTS, LP | -9,800 | -39.8% | 14,800 |
| AMERIPRISE FINANCIAL INC | -7,006 | -9.3% | 68,522 |
| BANK OF AMERICA CORP /DE | -6,862 | -1.6% | 418,871 |
| Pathstone Holdings, LLC | -6,754 | -3.2% | 204,471 |
| Virtue Capital Management, LLC | -5,083 | -16.8% | 25,100 |
| BlackRock, Inc. | -4,835 | -20.7% | 18,520 |
| Rockefeller Capital Management L.P. | -4,559 | -5.0% | 86,298 |
| COMMERCE BANK | -3,497 | -2.8% | 120,264 |
| Fifth Third Securities, Inc. | -2,033 | -18.2% | 9,152 |
| Bragg Financial Advisors, Inc | -1,456 | -1.7% | 82,247 |
| Cetera Investment Advisers | -1,337 | -4.0% | 32,275 |
| OSAIC HOLDINGS, INC. | -1,315 | -2.2% | 59,430 |
| SILVERCREST ASSET MANAGEMENT GROUP | -1,297 | -4.8% | 25,801 |
| HighTower Advisors, LLC | -1,279 | -7.0% | 16,981 |
| Jordan Park Group LLC | -1,234 | -15.4% | 6,789 |
| RAYMOND JAMES FINANCIAL INC | -1,160 | -2.4% | 46,658 |
| Sigma Planning Corp | -1,064 | -16.7% | 5,318 |
| Freedom Investment Management, Inc. | -816 | -33.8% | 1,596 |