Who Owns VANGUARD (VTWV)? -- Institutional Holders (2026-06-30)

206 institutions reported holding $620.0M of VANGUARD (VTWV) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($81.9M), MORGAN STANLEY ($56.2M), Pathstone Holdings, LLC ($40.0M), COMMERCE BANK ($23.5M), LPL Financial LLC ($23.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$81.9M418,871Trimmed
2MORGAN STANLEY$56.2M287,799Added
3Pathstone Holdings, LLC$40.0M204,471Trimmed
4COMMERCE BANK$23.5M120,264Trimmed
5LPL Financial LLC$23.0M117,898Added
6Equitable Holdings, Inc.$19.3M98,687Added
7QUEST INVESTMENT MANAGEMENT LLC$19.1M97,643Hold
8WELLS FARGO & COMPANY/MN$18.6M95,396Added
9Rockefeller Capital Management L.P.$16.9M86,298Trimmed
10Savant Capital, LLC$16.6M91,791Added
11Bragg Financial Advisors, Inc$16.1M82,247Trimmed
12AMERIPRISE FINANCIAL INC$13.4M68,522Trimmed
13FIRST AMERICAN TRUST, FSB$13.1M67,143Added
14OSAIC HOLDINGS, INC.$11.6M59,430Trimmed
15WestHill Financial Advisors, Inc.$11.3M57,957Trimmed
16AMG National Trust Bank$10.9M55,783Added
17Financial Advisory Corp$9.8M50,160Trimmed
18RAYMOND JAMES FINANCIAL INC$9.1M46,658Trimmed
19Institute for Wealth Management, LLC.$8.4M42,835Trimmed
20UBS Group AG$8.2M41,836Added
21RWA WEALTH PARTNERS, LLC$7.4M37,908Added
22JPMORGAN CHASE & CO$6.6M33,847Added
23Cetera Investment Advisers$6.3M32,275Trimmed
24TRUIST FINANCIAL CORP$5.6M28,883Trimmed
25FRANKLIN RESOURCES INC$5.1M26,233Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30