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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
1+ 0.0% |
$86 - $96.9
|
37.1K
$3.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1- 0.03% |
$86 - $96.9
|
3.78K
$393K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$86 - $96.9
|
2.44K
$253K
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-18- 0.41% |
$1.55K - $1.74K
|
4.41K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-30- 0.34% |
$2.58K - $2.91K
|
8.88K
$923K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-37- 0.69% |
$3.18K - $3.59K
|
5.32K
$553K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-42- 0.93% |
$3.61K - $4.07K
|
4.46K
$464K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-44- 41.9% |
$3.78K - $4.26K
|
61
$6.35K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-51- 1.98% |
$4.39K - $4.94K
|
2.52K
$263K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-52- 0.7% |
$4.47K - $5.04K
|
7.35K
$765K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-54- 1.05% |
$4.65K - $5.23K
|
5.1K
$530K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-55- 0.08% |
$4.73K - $5.33K
|
67.8K
$7.05M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-62- 0.1% |
$5.33K - $6.01K
|
62K
$6.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-66- 1.06% |
$5.68K - $6.4K
|
6.15K
$640K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-100- 84.75% |
$8.6K - $9.69K
|
18
$1.87K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-101- 1.14% |
$8.69K - $9.79K
|
8.76K
$911K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-108- 0.93% |
$9.29K - $10.5K
|
11.5K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-120- 2.64% |
$10.3K - $11.6K
|
4.42K
$460K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-121- 0.63% |
$10.4K - $11.7K
|
19.2K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-122- 2.06% |
$10.5K - $11.8K
|
5.8K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-157- 0.31% |
$13.5K - $15.2K
|
49.9K
$5.19M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-169- 1.63% |
$14.5K - $16.4K
|
10.2K
$1.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-191- 18.6% |
$16.4K - $18.5K
|
836
$87K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-200- 1.1% |
$17.2K - $19.4K
|
17.9K
$1.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-228- 6.47% |
$19.6K - $22.1K
|
3.3K
$343K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-250- 9.96% |
$21.5K - $24.2K
|
2.26K
$235K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-250- 9.96% |
$21.5K - $24.2K
|
2.26K
$235K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-252- 5.86% |
$21.7K - $24.4K
|
4.05K
$421K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-260- 7.16% |
$22.4K - $25.2K
|
3.37K
$351K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-288- 1.54% |
$24.8K - $27.9K
|
18.5K
$1.92M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-288- 6.55% |
$24.8K - $27.9K
|
4.11K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-292- 8.77% |
$25.1K - $28.3K
|
3.04K
$316K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-350- 1.7% |
$30.1K - $33.9K
|
20.3K
$2.11M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-383- 2.36% |
$32.9K - $37.1K
|
15.8K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-424- 49.88% |
$36.5K - $41.1K
|
426
$44.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-473- 1.1% |
$40.7K - $45.8K
|
42.4K
$4.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-474- 4.1% |
$40.8K - $45.9K
|
11.1K
$1.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-541- 8.29% |
$46.5K - $52.4K
|
5.99K
$623K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-629- 1.47% |
$54.1K - $61K
|
42.2K
$4.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-659- 15.63% |
$56.7K - $63.9K
|
3.56K
$370K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-680- 2.72% |
$58.5K - $65.9K
|
24.3K
$2.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-704- 13.04% |
$60.6K - $68.2K
|
4.69K
$488K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-805- 20.91% |
$69.2K - $78K
|
3.05K
$317K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-878- 19.85% |
$75.5K - $85.1K
|
3.55K
$369K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-963- 94.78% |
$82.8K - $93.3K
|
53
$5.51K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-981- 0.65% |
$84.4K - $95.1K
|
149K
$15.5M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.26K- 5.43% |
$109K - $122K
|
22K
$2.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.38K- 20.72% |
$119K - $134K
|
5.27K
$548K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.81K- 24.06% |
$156K - $175K
|
5.71K
$594K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.94K- 2.18% |
$167K - $188K
|
86.8K
$9.03M
|