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 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.09K- 2.43% |
$180K - $203K
|
83.9K
$8.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.18K- 16.37% |
$187K - $211K
|
11.1K
$1.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.43K- 3.22% |
$209K - $236K
|
73K
$7.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.52K- 15.24% |
$217K - $245K
|
14K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.02K- 4.39% |
$259K - $292K
|
65.6K
$6.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-3.52K- 1.34% |
$303K - $341K
|
259K
$26.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.33K- 6.93% |
$372K - $419K
|
58.1K
$6.04M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.8K- 49.46% |
$413K - $465K
|
4.91K
$510K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.95K- 5.82% |
$425K - $479K
|
80.1K
$8.33M
|
|
|
Feb 04, 2025
Q3 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.96K- 14.53% |
$426K - $480K
|
29.2K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.71K- 46.79% |
$577K - $650K
|
7.63K
$794K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.02K- 58.94% |
$776K - $874K
|
6.28K
$653K
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-10.5K- 43.91% |
$904K - $1.02M
|
13.4K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-13.2K- 8.78% |
$1.13M - $1.28M
|
137K
$14.3M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-16.2K- 13.43% |
$1.39M - $1.57M
|
104K
$10.8M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-23.6K- 56.74% |
$2.03M - $2.28M
|
18K
$1.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-57.7K- 25.45% |
$4.96M - $5.59M
|
169K
$17.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-72.1K- 10.21% |
$6.2M - $6.98M
|
633K
$65.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-116K- 28.91% |
$10M - $11.3M
|
286K
$29.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-464K- 98.47% |
$39.9M - $45M
|
7.21K
$750K
|