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VTWV · VANGUARD RUSSELL 2000 VALUE INDEX FUND ETF

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$198.18 +0.86 (+0.44%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $4,836,747
Total Shares: 24,748

Institutional Ownership Trend

16 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
51.5%
Mar 2021 → Jun 2026 · range 20.7% – 100.0%
−48.5 pts
Top 5
100.0%
Mar 2021 → Jun 2026 · range 48.3% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2021 → Jun 2026 · range 58.7% – 100.0%
0.0 pts
HHI
3,684
Mar 2021 → Jun 2026 · range 797 – 10,000
Highly concentrated−6,316

Quarterly Activity

vs Mar 31, 2026
New
4
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count: +4
Institutional value: +1550.0%
Shares held: +1311.8%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Cornerstone Financial Management LLC −88 1,665

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Parkside Financial Bank & Trust 12,736 $2,489,123
TOBIAS FINANCIAL ADVISORS, INC. 7,494 $1,464,627
Corient Private Wealth LLC 1,903 $371,922
BROWN, LISLE/CUMMINGS, INC. 950 $185,668

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 4 Increased 0 Reduced 1 Sold out 0 Unchanged 0
Showing 5 of 5
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Parkside Financial Bank & Trust VTWV $2,489,123 51.46% 12,736
TOBIAS FINANCIAL ADVISORS, INC. VTWV $1,464,627 30.28% 7,494
Corient Private Wealth LLC VTWV $371,922 7.69% 1,903
Cornerstone Financial Management LLC VTWV $325,407 6.73% 1,665
BROWN, LISLE/CUMMINGS, INC. VTWV $185,668 3.84% 950