VTWV

Vanguard Russell 2000 Value

Latest period2024 - Q4Total superinvestors14

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 14 superinvestors own shares of Vanguard Russell 2000 Value (VTWV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Vanguard Russell 2000 Value (VTWV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Vanguard Russell 2000 Value (VTWV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Vanguard Russell 2000 Value (VTWV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Malcolm Migel@Phoenix Wealth Advisors
Recent Activity
Increased 10.41%
1.3%
$2.995M
20,709 shares@ 144.62 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -9.69%
0.05%
$2.828M
19,555 shares@ 144.62 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 5.58%
0.23%
$2.689M
18,592 shares@ 144.61 avg price
Faith Vincent@Lbj Family Wealth Advisors, Ltd.
Recent Activity
0.96%
$1.499M
10,721 shares@ 139.82 avg price
Paul Joseph McColgan@Ivc Wealth Advisors Llc
Recent Activity
Decreased -0.92%
0.7%
$1.244M
8,600 shares@ 144.62 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Decreased -24.78%
0.02%
$767,383
5,307 shares@ 144.6 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$777,362
5,283 shares@ 147.15 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -0.41%
0.01%
$632,000
4,371 shares@ 144.59 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 0.96%
0.02%
$504,882
3,491 shares@ 144.63 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
New Position
0.02%
$263,399
1,821 shares@ 144.65 avg price