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 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
308New |
$26.1K - $60.8K
|
308
$32K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
285+ 335.29% |
$24.1K - $56.3K
|
370
$38.5K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
266New |
$22.5K - $52.5K
|
266
$27.7K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
239+ 177.04% |
$20.3K - $47.2K
|
374
$38.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
234New |
$19.8K - $46.2K
|
234
$24.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
219+ 99.55% |
$18.6K - $43.2K
|
439
$45.7K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
202+ 134.67% |
$17.1K - $39.9K
|
352
$36.6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 100.0% |
$16.9K - $39.5K
|
400
$41.6K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
161+ 100.0% |
$13.6K - $31.8K
|
322
$33.5K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
150+ 100.0% |
$12.7K - $29.6K
|
300
$31.2K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
149+ 131.86% |
$12.6K - $29.4K
|
262
$27.3K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
140+ 100.0% |
$11.9K - $27.6K
|
280
$29.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
138+ 88.46% |
$11.7K - $27.2K
|
294
$30.6K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
135+ 100.0% |
$11.4K - $26.7K
|
270
$28.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
118New |
$10K - $23.3K
|
118
$12.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
109+ 100.0% |
$9.24K - $21.5K
|
218
$22.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
108+ 100.0% |
$9.15K - $21.3K
|
216
$22.5K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
102New |
$8.64K - $20.1K
|
102
$10.6K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 100.0% |
$8.47K - $19.7K
|
200
$20.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
98+ 100.0% |
$8.3K - $19.3K
|
196
$20.4K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
75+ 100.0% |
$6.35K - $14.8K
|
150
$15.6K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
61+ 100.0% |
$5.17K - $12K
|
122
$12.7K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
60New |
$5.08K - $11.8K
|
60
$6.24K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59New |
$5K - $11.6K
|
59
$6.14K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
57+ 100.0% |
$4.83K - $11.3K
|
114
$11.9K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
55+ 100.0% |
$4.66K - $10.9K
|
110
$11.4K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
49New |
$4.15K - $9.67K
|
49
$5.1K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
32+ 100.0% |
$2.71K - $6.32K
|
64
$6.66K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
30+ 96.77% |
$2.54K - $5.92K
|
61
$6.35K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
27+ 103.85% |
$2.29K - $5.33K
|
53
$5.51K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
24+ 16.0% |
$2.03K - $4.74K
|
174
$18.1K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
22+ 100.0% |
$1.86K - $4.34K
|
44
$4.58K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
22+ 100.0% |
$1.86K - $4.34K
|
44
$4.58K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
22+ 100.0% |
$1.86K - $4.34K
|
44
$4.58K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
20New |
$1.69K - $3.95K
|
20
$2.08K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6+ 100.0% |
$508 - $1.18K
|
12
$1.25K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-5- 1.22% |
$424 - $987
|
404
$42K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-20- 1.42% |
$1.69K - $3.95K
|
1.39K
$145K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-66Closed |
$5.59K - $13K
|
0
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-133- 1.5% |
$11.3K - $26.3K
|
8.72K
$907K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-454- 5.36% |
$38.5K - $89.6K
|
8.01K
$833K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-641- 52.8% |
$54.3K - $127K
|
573
$59.6K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-739- 93.9% |
$62.6K - $146K
|
48
$4.99K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.8K- 43.58% |
$322K - $751K
|
4.92K
$512K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.09K- 29.87% |
$347K - $807K
|
9.6K
$999K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.22K- 57.1% |
$357K - $832K
|
3.17K
$330K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.83K- 4.69% |
$663K - $1.55M
|
159K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-9.31K- 45.73% |
$789K - $1.84M
|
11K
$1.15M
|