VTWV

Vanguard Russell 2000 Value$184.54 2.66%
UnclassifiedUSCUSIP 92206C649· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
64
+11 QoQ
13F Value (tracked)
$149.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)12 adding · 8 trimming
Insider net (180d)$0

Price & smart-money activity

$184.54 2.66%5Y +26.5%
$105.62$128.17$150.72$173.26$195.81202120222023202420252026651031171396781013599811104591369814816920111913241020142312
Hover for who · click for detailEnd-of-day closing prices52w $134.06 – $189.85
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The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns VTWV

This stock page is the Follow view. The Build view lets your agent query VTWV owners, fund changes, insider filings, and source links through REST or MCP.

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curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/VTWV"
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Use Arkolith to show who owns VTWV,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

64 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Pathstone Holdings, LLC
$35.3M
211K
+2.3%
Added · +5K sh
Q1 2026
2COMMERCE BANK
$20.7M
124K
+30%
Added · +29K sh
Q1 2026
3Private Advisor Group, LLC
$16.0M
96K
+411%
Added · +77K sh
Q1 2026
4Equitable Holdings, Inc.
$11.5M
72K
+224%
Added · +50K sh
Q1 2026
5AMG National Trust Bank
$8.2M
49K
+9.0%
Added · +4K sh
Q1 2026
6Savant Capital, LLC
$7.7M
46K
−0.8%
Reduced · −371 sh
Q1 2026
7RWA WEALTH PARTNERS, LLC
$6.3M
37K
−1.1%
Reduced · −425 sh
Q1 2026
8Kestra Advisory Services, LLC
$6.0M
36K
−0.6%
Reduced · −224 sh
Q1 2026
9BERKSHIRE ASSET MANAGEMENT LLC/PA
$4.0M
24K
+1.1%
Added · +268 sh
Q1 2026
10BlackRock, Inc.
$3.9M
23K
+1.4%
Added · +312 sh
Q1 2026
11BARTLETT & CO. WEALTH MANAGEMENT LLC
$3.1M
17K
Held
Q1 2026
12D.A. DAVIDSON & CO.
$2.3M
14K
Held
Q1 2026
13Clearstead Advisors, LLC
$2.2M
13K
+2.0%
Added · +257 sh
Q1 2026
14OPPENHEIMER & CO INC
$1.8M
11K
+13%
Added · +1K sh
Q1 2026
15Gotham Asset Management, LLC
$1.8M
11K
−0.9%
Reduced · −98 sh
Q1 2026
16Summit Financial, LLC
$1.7M
10K
−10%
Reduced · −1K sh
Q1 2026
17NICOLET BANKSHARES INC
$1.4M
8K
New
+8K sh
Q1 2026
18Jordan Park Group LLC
$1.3M
8K
Held
Q1 2026
19GREAT VALLEY ADVISOR GROUP, INC.
$1.2M
7K
+9.8%
Added · +654 sh
Q1 2026
20Financial Engines Advisors L.L.C.
$1.2M
7K
−21%
Reduced · −2K sh
Q1 2026
21Sigma Planning Corp
$1.1M
6K
+1.8%
Added · +113 sh
Q1 2026
22Lido Advisors, LLC
$818K
5K
−5.6%
Reduced · −290 sh
Q1 2026
23Composition Wealth, LLC
$682K
4K
−11%
Reduced · −512 sh
Q1 2026
24NewEdge Advisors, LLC
$681K
4K
+2.3%
Added · +90 sh
Q1 2026
25AdvisorNet Financial, Inc
$538K
3K
−4.4%
Reduced · −147 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
9
funds
Reduced
8
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

115 funds+51 since Q2 2022
058115Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $399.0M

Share classes

Class13F holdersValue held
VCSHcs484 funds$21.9B
VCITcs463 funds$44.1B
VGSHmc388 funds$15.3B
VONGmc373 funds$24.8B
VGITmc360 funds$26.4B
VTWOmc296 funds$9.6B
VMBScs285 funds$11.8B
VONVmc283 funds$13.1B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own VTWV also own

CompanyCo-held byCombined value
APPLE INCAAPL63 funds$21.4B
NVIDIA CORPNVDA63 funds$19.4B
AMAZON.COM INCAMZN63 funds$12.2B
VISA INC-CLASS A SHARESV63 funds$3.9B
ORACLE CORPORCL63 funds$2.1B
BANK OF AMERICA CORPBAC63 funds$1.4B
SS SPDR S&P 500 ETF TRUST-USSPY62 funds$19.2B
ISHARES CORE S&P 500 ETFIVV62 funds$18.5B
MICROSOFT CORPMSFT62 funds$16.5B
VANGUARD S&P 500 ETFVOO62 funds$10.1B
ALPHABET INC-CL CGOOG62 funds$7.7B
BROADCOM INCAVGO62 funds$7.6B

Ranked by how many of VTWV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VTWV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.