Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.83K+ 0.95% |
$158K - $177K
|
194K
$20.2M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.53KNew |
$132K - $148K
|
1.53K
$159K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.49K+ 19.16% |
$128K - $144K
|
9.24K
$961K
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
1.48K+ 3.8% |
$127K - $143K
|
40.5K
$4.21M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.29K+ 42.56% |
$111K - $125K
|
4.33K
$451K
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.2K+ 22.82% |
$103K - $116K
|
6.46K
$672K
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 25.88% |
$100K - $113K
|
5.68K
$591K
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
1.14K+ 0.39% |
$97.9K - $110K
|
292K
$30.3M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.1K+ 16.88% |
$94.3K - $106K
|
7.59K
$789K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
990+ 5.25% |
$85.2K - $96K
|
19.8K
$2.06M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
958+ 1.58% |
$82.4K - $92.8K
|
61.4K
$6.39M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
912+ 15200.0% |
$78.5K - $88.4K
|
918
$95.5K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
876New |
$75.4K - $84.9K
|
876
$91.1K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
765+ 1.38% |
$65.8K - $74.1K
|
56K
$5.83M
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
737+ 15.42% |
$63.4K - $71.4K
|
5.52K
$574K
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
711+ 5.14% |
$61.2K - $68.9K
|
14.6K
$1.51M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
700+ 14.02% |
$60.2K - $67.8K
|
5.69K
$592K
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
689+ 9.43% |
$59.3K - $66.8K
|
7.99K
$831K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
621+ 4.94% |
$53.4K - $60.2K
|
13.2K
$1.37M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
549+ 5.21% |
$47.2K - $53.2K
|
11.1K
$1.15M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
526+ 3.84% |
$45.2K - $51K
|
14.2K
$1.48M
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
489+ 5.99% |
$42.1K - $47.4K
|
8.65K
$900K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
437New |
$37.6K - $42.4K
|
437
$45.5K
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
355+ 13.05% |
$30.5K - $34.4K
|
3.08K
$320K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
293+ 14.85% |
$25.2K - $28.4K
|
2.27K
$236K
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
282+ 7.71% |
$24.3K - $27.3K
|
3.94K
$410K
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
BUY
|
- |
269+ 2.45% |
$23.1K - $26.1K
|
11.2K
$1.17M
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 79.37% |
$21.5K - $24.2K
|
565
$58.8K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
248+ 42.76% |
$21.3K - $24K
|
828
$86.1K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
229+ 8.39% |
$19.7K - $22.2K
|
2.96K
$308K
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
229+ 5.33% |
$19.7K - $22.2K
|
4.53K
$471K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
213+ 1.08% |
$18.3K - $20.6K
|
20K
$2.08M
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
170New |
$14.6K - $16.5K
|
170
$17.7K
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
139+ 4.34% |
$12K - $13.5K
|
3.34K
$348K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
108+ 2.23% |
$9.29K - $10.5K
|
4.96K
$516K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
105+ 3.11% |
$9.03K - $10.2K
|
3.48K
$362K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
99+ 13.49% |
$8.52K - $9.6K
|
833
$86.6K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
88+ 1.1% |
$7.57K - $8.53K
|
8.1K
$843K
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
84+ 2.51% |
$7.23K - $8.14K
|
3.43K
$357K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
81+ 2.45% |
$6.97K - $7.85K
|
3.39K
$352K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 23.33% |
$6.02K - $6.78K
|
370
$38.5K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
52New |
$4.47K - $5.04K
|
52
$5.41K
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
50+ 0.29% |
$4.3K - $4.85K
|
17.5K
$1.82M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32New |
$2.75K - $3.1K
|
32
$3.33K
|
|
Nov 01, 2023
Q3 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
32+ 0.86% |
$2.75K - $3.1K
|
3.77K
$392K
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
26+ 325.0% |
$2.24K - $2.52K
|
34
$3.54K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26New |
$2.24K - $2.52K
|
26
$2.7K
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
25+ 0.16% |
$2.15K - $2.42K
|
15.7K
$1.63M
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
17+ 0.47% |
$1.46K - $1.65K
|
3.61K
$376K
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9New |
$774 - $872
|
9
$936
|