Purchases and Sales Made in Q1 2023 in Vanguard S&P Small Cap 600 ETF (VIOO)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 ETF (VIOO) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD S&P SMALL CAP 600 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.56K+ 118.1% |
$386K - $899K
|
8.41K
$875K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4.48K+ 100.0% |
$380K - $885K
|
8.97K
$933K
|
|
|
May 03, 2023
Q1 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
4.44K+ 99.98% |
$376K - $876K
|
8.88K
$924K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.4K+ 98.13% |
$373K - $869K
|
8.89K
$925K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.35K+ 89.0% |
$369K - $859K
|
9.24K
$961K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.25K+ 100.02% |
$360K - $840K
|
8.51K
$885K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.18K+ 92.12% |
$354K - $824K
|
8.71K
$906K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.08K+ 99.98% |
$346K - $806K
|
8.17K
$849K
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
3.96KNew |
$335K - $781K
|
3.96K
$411K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.89K+ 99.97% |
$329K - $767K
|
7.77K
$808K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.8K+ 77.25% |
$322K - $751K
|
8.72K
$907K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.74K+ 136.52% |
$317K - $738K
|
6.48K
$674K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.72K+ 98.99% |
$316K - $735K
|
7.49K
$779K
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.7K+ 84.21% |
$314K - $731K
|
8.1K
$842K
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
3.69K+ 19.78% |
$313K - $729K
|
22.4K
$2.33M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.67K+ 100.0% |
$311K - $724K
|
7.34K
$763K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.67K+ 100.0% |
$311K - $724K
|
7.34K
$763K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.52K+ 26.79% |
$298K - $694K
|
16.6K
$1.73M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
3.4K+ 83.61% |
$288K - $672K
|
7.47K
$777K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.27KNew |
$277K - $645K
|
3.27K
$340K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.27K+ 55.96% |
$277K - $645K
|
9.1K
$947K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.08K+ 101.52% |
$261K - $608K
|
6.12K
$636K
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.01K+ 111.76% |
$255K - $595K
|
5.71K
$594K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3KNew |
$254K - $591K
|
3K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.99K+ 75.9% |
$253K - $589K
|
6.92K
$720K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.87KNew |
$243K - $566K
|
2.87K
$298K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.86K+ 100.0% |
$242K - $564K
|
5.72K
$595K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.83K+ 100.0% |
$239K - $558K
|
5.65K
$588K
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.82K+ 100.0% |
$239K - $557K
|
5.64K
$587K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.6K+ 353.4% |
$220K - $513K
|
3.34K
$347K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.57K+ 92.55% |
$218K - $508K
|
5.35K
$557K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.56K+ 100.0% |
$217K - $505K
|
5.11K
$532K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.47KNew |
$209K - $487K
|
2.47K
$257K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.44K+ 118.62% |
$207K - $482K
|
4.5K
$468K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.43K+ 100.0% |
$206K - $480K
|
4.86K
$506K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.4K+ 53.61% |
$203K - $474K
|
6.88K
$716K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.31K+ 99.96% |
$196K - $456K
|
4.62K
$481K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.31KNew |
$196K - $456K
|
2.31K
$240K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.25K+ 100.0% |
$191K - $445K
|
4.51K
$469K
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.25K+ 71.31% |
$190K - $444K
|
5.4K
$561K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.23K+ 97.64% |
$189K - $440K
|
4.51K
$470K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
2.21K+ 100.0% |
$188K - $437K
|
4.43K
$460K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.19K+ 82.48% |
$185K - $431K
|
4.83K
$503K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
2.18K+ 100.05% |
$185K - $431K
|
4.37K
$454K
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
2.09K+ 105.45% |
$177K - $412K
|
4.07K
$423K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.04K+ 69.1% |
$173K - $404K
|
5K
$520K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.04K+ 104.94% |
$173K - $403K
|
3.98K
$414K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.02K+ 100.0% |
$171K - $398K
|
4.03K
$419K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.01K+ 99.45% |
$170K - $396K
|
4.03K
$419K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2K+ 102.46% |
$169K - $394K
|
3.95K
$411K
|