SecurityVTWV / Vanguard Russell 2000 Value ETF (92206C649)
Institutional Owners53
Institutional Shares435,819
Institutional Value$ 49,707,000 USD
Related VCIT / Vanguard Intermediate-Term Corporate Bond Index Fund
VGIT / Vanguard Intermediate-Term Government Bond Index Fund
VCLT / Vanguard Long-Term Corporate Bond Index Fund
VGLT / Vanguard Long-Term Government Bond Index Fund
VMBS / Vanguard Mortgage-Backed Securities Index Fund
VONE / Vanguard Russell 1000 ETF
VONG / Vanguard Russell 1000 Growth ETF
VONV / Vanguard Russell 1000 Value ETF
VTWO / Vanguard Russell 2000 ETF
VTWG / Vanguard Russell 2000 Growth ETF
VTHR / Vanguard Russell 3000 ETF
VCSH / Vanguard Short-Term Corporate Bond Index Fund
VGSH / Vanguard Short-Term Government Bond Index Fund

Institutional Stock Ownership and Shareholders

VTWV / Vanguard Russell 2000 Value ETF Institutional Ownership

Vanguard Russell 2000 Value ETF (NASDAQ:VTWV) has 53 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 435,819 shares. Largest shareholders include Morgan Stanley, Stordahl Capital Management, Inc., Relaxing Retirement Coach, Franklin Resources Inc, UBS Group AG, Susquehanna International Group, Llp, Commonwealth Equity Services, Inc, Commonwealth Equity Services, Llc., LPL Financial LLC, and Eqis Capital Management, Inc..
Vanguard Russell 2000 Value ETF (NASDAQ:VTWV) ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds more than 5% of the company and intends to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

File DateFormInvestor Opt Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
($1000)
Current Value
($1000)
Change
(Percent)
2018-08-03 13F-HR Seacrest Wealth Management, Llc 100 100 0.00 11 11 0.00
2018-08-14 13F-HR ROYAL BANK OF CANADA 3,583 3,635 1.45 381 415 8.92
2018-08-14 13F-HR STIFEL FINANCIAL CORP 6,878 786
2018-08-10 13F-HR Proficio Capital Partners LLC 770 770 0.00 82 88 7.32
2018-08-14 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-07-27 13F-HR Eqis Capital Management, Inc. 16,625 14,765 -11.19 1,769 1,687 -4.64
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 18,733 0 2,141
2018-07-27 13F-HR Advisory Services Network, LLC 4,653 4,653 0.00 495 545 10.10
2018-08-08 13F-HR BAILARD, INC. 3,909 3,238 -17.17 416 370 -11.06
2018-08-09 13F-HR Private Advisor Group, LLC 15,419 1,798 -88.34 1,641 206 -87.45
2018-08-14 13F-HR Tower Research Capital LLC (TRC) 109 0 -100.00 12 0 -100.00
2018-08-14 13F-HR FRANKLIN RESOURCES INC 25,605 25,605 0.00 2,716 2,927 7.77
2018-08-15 13F-HR JANE STREET GROUP, LLC 15,034 0 -100.00 1,600 0 -100.00
2018-07-26 13F-HR Financial Advisory Service, Inc. 11,618 4,068 -64.99 1,236 465 -62.38
2018-08-08 13F-HR CIBC World Markets Inc. 9,639 10,156 5.36 1,026 1,161 13.16
2018-08-14 13F-HR Plancorp, LLC 4,349 497
2018-08-14 13F-HR Gryphon Financial Partners Llc 197 222 12.69 21 25 19.05
2018-07-12 13F-HR/A Guidant Wealth Advisors 1,421 1,357 -4.50 150 158 5.33
2018-05-11 13F-HR CITIGROUP INC 359 240 -33.15 39 25 -35.90
2018-08-14 13F-HR Cetera Advisors LLC 3,197 3,141 -1.75 340 362 6.47
2018-08-14 13F-HR Bragg Financial Advisors, Inc 11,455 12,710 10.96 1,219 1,452 19.11
2018-08-07 13F-HR Relaxing Retirement Coach 39,322 35,727 -9.14 4,187 4,085 -2.44
2018-08-14 13F-HR Edge Advisors, Llc 931 931 0.00 99 106 7.07
2018-07-25 13F-HR Stordahl Capital Management, Inc. 35,749 36,957 3.38 3,804 4,223 11.01
2018-08-14 13F-HR MORGAN STANLEY 70,443 71,595 1.64 7,495 8,182 9.17
2018-08-13 13F-HR ARTHUR M. COHEN & ASSOCIATES, LLC 9,037 8,607 -4.76 941 984 4.57
2018-08-02 13F-HR Atlantic Trust Group, LLC 1,000 1,000 0.00 106 114 7.55
2018-08-14 13F-HR GOLDMAN SACHS GROUP INC 2,399 274
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 17,930 17,359 -3.18 1,844 1,870 1.41
2018-08-09 13F-HR PAPP L ROY & ASSOCIATES 2,290 2,290 0.00 244 262 7.38
2018-08-01 13F-HR WELLS FARGO & COMPANY/MN 11,672 12,908 10.59 1,242 1,475 18.76
2018-08-13 13F-HR BLAIR WILLIAM & CO/IL 50 50 0.00 5 6 20.00
2018-07-26 13F-HR Lubar & Co., Inc 8,500 972
2018-08-10 13F-HR CITIGROUP INC 240 240 0.00 25 27 8.00
2018-08-10 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 445 585 31.46 47 67 42.55
2018-08-13 13F-HR Advisor Group, Inc. 3,491 3,096 -11.31 371 354 -4.58
2018-08-14 13F-HR HighTower Advisors, LLC 2,488 2,488 0.00 266 284 6.77
2018-07-30 13F-HR/A Virtu Financial LLC 5,425 3,801 -29.94 575 434 -24.52
2018-08-14 13F-HR Financial Gravity Wealth, Inc. 92 105 14.13 10 12 20.00
2017-01-13 13F-HR MetLife Securities, Inc 66 67 1.52 6 7 16.67
2018-08-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 109 109 0.00 12 12 0.00
2018-07-30 13F-HR Raymond James Financial Services Advisors, Inc. 11,077 11,001 -0.69 1,179 1,257 6.62
2018-08-14 13F-HR UBS Group AG 25,105 23,096 -8.00 2,671 2,639 -1.20
2018-08-10 13F-HR PATHSTONE FAMILY OFFICE, LLC 1,177 1,000 -15.04 125 114 -8.80
2018-08-03 13F-HR FIDUCIARY TRUST CO 6,100 6,100 0.00 649 697 7.40
2018-08-09 13F-HR/A Integrated Investment Consultants, LLC 2,012 2,712 34.79 214 310 44.86
2018-05-04 13F-HR Financial Gravity Companies, Inc. 92 10
2018-08-13 13F-HR MML INVESTORS SERVICES, LLC 2,373 2,338 -1.47 252 267 5.95
2018-07-24 13F-HR Janney Montgomery Scott LLC 15,203 12,614 -17.03 1,618 1,442 -10.88
2018-08-14 13F-HR Centaurus Financial, Inc. 187 21
2018-08-14 13F-HR LPL Financial LLC 14,064 14,939 6.22 1,496 1,707 14.10
2018-08-13 13F-HR PARAMETRIC PORTFOLIO ASSOCIATES LLC 0 2,450 0 280
2018-07-31 13F-HR Commonwealth Equity Services, Llc. 17,406 16,920 -2.79 1,852 1,934 4.43
2018-08-01 13F-HR SONATA CAPITAL GROUP INC 2,200 3,000 36.36 234 343 46.58
2018-08-14 13F-HR BANK OF AMERICA CORP /DE/ 21,873 14,099 -35.54 2,327 1,611 -30.77
2018-08-08 13F-HR Private Ocean, LLC 38 38 0.00 4 4 0.00

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Related News Stories

Should Vanguard Russell 2000 Value ETF (VTWV) Be on Your Investing Radar?

2018-05-22 zacks
If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the Vanguard Russell 2000 Value ETF (VTWV - Free Report) , a passively managed exchange traded fund launched on 09/22/2010. (44-0)

CUSIP: 92206C649