Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
915+ 0.64% |
$75K - $91.6K
|
143K
$14.9M
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
889+ 7.25% |
$72.9K - $89K
|
13.2K
$1.37M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
796+ 40.39% |
$65.3K - $79.6K
|
2.77K
$288K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
748+ 8.98% |
$61.3K - $74.8K
|
9.08K
$944K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
667+ 63.1% |
$54.7K - $66.7K
|
1.72K
$179K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
667+ 63.1% |
$54.7K - $66.7K
|
1.72K
$179K
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
649+ 65.23% |
$53.2K - $64.9K
|
1.64K
$171K
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
637+ 13.46% |
$52.2K - $63.7K
|
5.37K
$558K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
571+ 22.24% |
$46.8K - $57.1K
|
3.14K
$326K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
543+ 3.56% |
$44.5K - $54.3K
|
15.8K
$1.64M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
512+ 59.6% |
$42K - $51.2K
|
1.37K
$143K
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
492+ 10.58% |
$40.3K - $49.2K
|
5.14K
$535K
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
437+ 24.3% |
$35.8K - $43.7K
|
2.24K
$232K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
428+ 4.17% |
$35.1K - $42.8K
|
10.7K
$1.11M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
407+ 29.22% |
$33.4K - $40.7K
|
1.8K
$187K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
388+ 9.05% |
$31.8K - $38.8K
|
4.68K
$487K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
371New |
$30.4K - $37.1K
|
371
$38.6K
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
337+ 27.33% |
$27.6K - $33.7K
|
1.57K
$163K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
197New |
$16.2K - $19.7K
|
197
$20.5K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
190New |
$15.6K - $19K
|
190
$19.8K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
190+ 16.3% |
$15.6K - $19K
|
1.36K
$141K
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
187+ 1.67% |
$15.3K - $18.7K
|
11.4K
$1.18M
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
183+ 1.23% |
$15K - $18.3K
|
15.1K
$1.57M
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
139+ 74.33% |
$11.4K - $13.9K
|
326
$33.9K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
138+ 2.75% |
$11.3K - $13.8K
|
5.15K
$536K
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
123+ 11.03% |
$10.1K - $12.3K
|
1.24K
$129K
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
118+ 0.99% |
$9.68K - $11.8K
|
12K
$1.25M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
116+ 8.61% |
$9.51K - $11.6K
|
1.46K
$152K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
114+ 10.2% |
$9.35K - $11.4K
|
1.23K
$128K
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$8.2K - $10K
|
100
$10.4K
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
90+ 26.55% |
$7.38K - $9.01K
|
429
$44.6K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
83+ 0.25% |
$6.81K - $8.3K
|
33.8K
$3.52M
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
74+ 0.15% |
$6.07K - $7.4K
|
49.6K
$5.16M
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
54New |
$4.43K - $5.4K
|
54
$5.62K
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
50+ 0.59% |
$4.1K - $5K
|
8.46K
$880K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
42+ 840.0% |
$3.44K - $4.2K
|
47
$4.89K
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
BUY
|
- |
37+ 0.87% |
$3.03K - $3.7K
|
4.27K
$444K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 26.32% |
$2.46K - $3K
|
144
$15K
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
25+ 1.25% |
$2.05K - $2.5K
|
2.02K
$210K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25+ 6.44% |
$2.05K - $2.5K
|
413
$43K
|
|
Aug 10, 2022
Q2 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
24+ 1.04% |
$1.97K - $2.4K
|
2.34K
$243K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
23+ 1.22% |
$1.89K - $2.3K
|
1.9K
$198K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15+ 88.24% |
$1.23K - $1.5K
|
32
$3.33K
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
15+ 0.27% |
$1.23K - $1.5K
|
5.48K
$570K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8+ 0.11% |
$656 - $800
|
7.52K
$782K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6+ 0.27% |
$492 - $600
|
2.26K
$235K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3+ 0.22% |
$246 - $300
|
1.35K
$141K
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3- 12.5% |
$246 - $300
|
21
$2.18K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-12Closed |
$984 - $1.2K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14- 0.31% |
$1.15K - $1.4K
|
4.5K
$468K
|