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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.96K+ 108.51% |
$166K - $388K
|
3.77K
$393K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.96K+ 108.51% |
$166K - $388K
|
3.77K
$393K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1.94K+ 122.27% |
$164K - $383K
|
3.52K
$366K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.92K+ 73.21% |
$163K - $379K
|
4.54K
$472K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
1.87KNew |
$159K - $370K
|
1.87K
$195K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.87K+ 100.0% |
$158K - $369K
|
3.74K
$389K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.86K+ 106.7% |
$158K - $368K
|
3.61K
$376K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1.86K+ 110.1% |
$158K - $368K
|
3.56K
$370K
|
|
|
Apr 18, 2023
Q1 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.86K+ 100.0% |
$158K - $368K
|
3.73K
$388K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.77K+ 161.33% |
$150K - $350K
|
2.87K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.62K+ 100.0% |
$137K - $320K
|
3.24K
$337K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
1.62K+ 90.85% |
$137K - $319K
|
3.4K
$354K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.54K+ 152.52% |
$131K - $304K
|
2.55K
$266K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.54K+ 109.69% |
$130K - $304K
|
2.94K
$306K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
1.54K+ 99.81% |
$130K - $303K
|
3.08K
$320K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.51K+ 100.0% |
$128K - $298K
|
3.02K
$315K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.46K+ 100.69% |
$124K - $288K
|
2.91K
$302K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.46K+ 58.21% |
$123K - $288K
|
3.96K
$412K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.45K+ 77.15% |
$122K - $285K
|
3.32K
$345K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.44KNew |
$122K - $284K
|
1.44K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.42K+ 99.58% |
$120K - $280K
|
2.85K
$296K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.42K+ 107.6% |
$120K - $279K
|
2.73K
$284K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 104.98% |
$116K - $271K
|
2.68K
$278K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 109.05% |
$113K - $264K
|
2.57K
$267K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.29K+ 80.0% |
$109K - $254K
|
2.9K
$301K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.26KNew |
$106K - $248K
|
1.26K
$131K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
1.24K+ 328.65% |
$105K - $245K
|
1.62K
$168K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.23K+ 95.66% |
$105K - $244K
|
2.52K
$263K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.22K+ 100.0% |
$103K - $240K
|
2.44K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.2K+ 100.0% |
$102K - $237K
|
2.41K
$250K
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.19K+ 100.0% |
$100K - $234K
|
2.37K
$247K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.06K+ 48.38% |
$89.9K - $209K
|
3.25K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
955+ 130.29% |
$80.9K - $189K
|
1.69K
$176K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
734+ 100.0% |
$62.2K - $145K
|
1.47K
$153K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
617+ 100.0% |
$52.3K - $122K
|
1.23K
$128K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
598+ 99.83% |
$50.7K - $118K
|
1.2K
$125K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
580New |
$49.1K - $114K
|
580
$60.3K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
535+ 100.0% |
$45.3K - $106K
|
1.07K
$111K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
530+ 100.0% |
$44.9K - $105K
|
1.06K
$110K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
513+ 99.81% |
$43.5K - $101K
|
1.03K
$107K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
429+ 100.0% |
$36.3K - $84.7K
|
858
$89.2K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
425+ 100.0% |
$36K - $83.9K
|
850
$88.4K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
424+ 100.0% |
$35.9K - $83.7K
|
848
$88.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
415+ 100.0% |
$35.2K - $81.9K
|
830
$86.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
414+ 100.24% |
$35.1K - $81.7K
|
827
$86K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
400+ 100.0% |
$33.9K - $79K
|
800
$83.2K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
374New |
$31.7K - $73.8K
|
374
$38.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
323+ 100.0% |
$27.4K - $63.8K
|
646
$67.2K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
317+ 100.0% |
$26.9K - $62.6K
|
634
$65.9K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
309+ 100.0% |
$26.2K - $61K
|
618
$64.3K
|