Purchases and Sales Made in Q4 2022 in Vanguard S&P Small Cap 600 Gro (VIOG)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 Gro (VIOG) during Q4 2022. The information is specifically focused on institutions that hold shares of VANGUARD S&P SMALL CAP 600 GRO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
86+ 5.42% |
$7.63K - $17.3K
|
1.67K
$202K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
78New |
$6.92K - $15.7K
|
78
$9.44K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74New |
$6.57K - $14.9K
|
74
$8.95K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
70New |
$6.21K - $14.1K
|
70
$8.47K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
58+ 4.87% |
$5.15K - $11.7K
|
1.25K
$151K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
46+ 1.24% |
$4.08K - $9.28K
|
3.76K
$454K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
43New |
$3.82K - $8.67K
|
43
$5.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.9% |
$177 - $403
|
223
$27K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 1.22% |
$88.7 - $202
|
83
$10K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.53% |
$88.7 - $202
|
191
$23.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$88.7 - $202
|
2.39K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1- 0.02% |
$88.7 - $202
|
4.34K
$525K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-177- 3.37% |
$15.7K - $35.7K
|
5.08K
$615K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-199- 3.63% |
$17.7K - $40.1K
|
5.28K
$639K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-220- 16.3% |
$19.5K - $44.4K
|
1.13K
$137K
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-262- 14.27% |
$23.2K - $52.9K
|
1.57K
$190K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-282- 22.49% |
$25K - $56.9K
|
972
$118K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-297- 1.92% |
$26.4K - $59.9K
|
15.1K
$1.83M
|
|
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-547- 50.0% |
$48.5K - $110K
|
547
$66.2K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-711- 50.0% |
$63.1K - $143K
|
711
$86K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-800- 5.96% |
$71K - $161K
|
12.6K
$1.53M
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.44K- 18.04% |
$128K - $290K
|
6.53K
$790K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.92K- 31.93% |
$171K - $388K
|
4.1K
$496K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.27K- 45.78% |
$202K - $458K
|
2.69K
$325K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.57K- 10.95% |
$228K - $517K
|
20.8K
$2.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.48K- 14.66% |
$842K - $1.91M
|
55.2K
$6.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.7K- 32.33% |
$2.11M - $4.79M
|
49.7K
$6.01M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-50.3K- 69.97% |
$4.46M - $10.1M
|
21.6K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-60.4K- 53.49% |
$5.36M - $12.2M
|
52.6K
$6.36M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.24M- 99.92% |
$287M - $653M
|
2.64K
$320K
|