Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.45% |
$569 - $705
|
1.56K
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
7+ 4.12% |
$569 - $705
|
177
$18.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.73% |
$487 - $605
|
833
$86.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.12% |
$325 - $403
|
3.3K
$343K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 7.69% |
$162 - $202
|
28
$2.91K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.64% |
$81.2 - $101
|
62
$6.45K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6- 0.72% |
$487 - $605
|
830
$86.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-18- 0.48% |
$1.46K - $1.81K
|
3.76K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-21- 3.1% |
$1.71K - $2.12K
|
657
$68.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-22- 0.3% |
$1.79K - $2.22K
|
7.31K
$761K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-36- 0.21% |
$2.92K - $3.63K
|
17.5K
$1.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-50- 0.84% |
$4.06K - $5.04K
|
5.94K
$618K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-55- 50.0% |
$4.47K - $5.54K
|
55
$5.72K
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-56- 1.55% |
$4.55K - $5.64K
|
3.56K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-76- 1.25% |
$6.17K - $7.66K
|
6K
$625K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-76- 15.45% |
$6.17K - $7.66K
|
416
$43.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-126- 6.73% |
$10.2K - $12.7K
|
1.75K
$182K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-130- 1.75% |
$10.6K - $13.1K
|
7.31K
$761K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-182- 4.2% |
$14.8K - $18.3K
|
4.15K
$432K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-187- 3.52% |
$15.2K - $18.8K
|
5.13K
$534K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-218- 1.38% |
$17.7K - $22K
|
15.6K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-263- 7.93% |
$21.4K - $26.5K
|
3.06K
$318K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-270- 6.06% |
$21.9K - $27.2K
|
4.19K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-345- 0.74% |
$28K - $34.8K
|
46.6K
$4.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-358- 6.49% |
$29.1K - $36.1K
|
5.16K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-386- 46.34% |
$31.4K - $38.9K
|
447
$46.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-400- 7.04% |
$32.5K - $40.3K
|
5.28K
$549K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-450- 2.05% |
$36.5K - $45.3K
|
21.5K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-463- 20.43% |
$37.6K - $46.6K
|
1.8K
$188K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-490- 3.57% |
$39.8K - $49.4K
|
13.2K
$1.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-534- 4.81% |
$43.4K - $53.8K
|
10.6K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-634- 9.04% |
$51.5K - $63.9K
|
6.38K
$664K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-647- 2.35% |
$52.5K - $65.2K
|
26.9K
$2.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-653- 5.67% |
$53K - $65.8K
|
10.9K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-660- 23.09% |
$53.6K - $66.5K
|
2.2K
$229K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-695- 47.34% |
$56.4K - $70K
|
773
$80.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-703- 15.95% |
$57.1K - $70.8K
|
3.71K
$385K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-712- 12.5% |
$57.8K - $71.7K
|
4.98K
$518K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-782- 8.93% |
$63.5K - $78.8K
|
7.97K
$829K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-797- 86.82% |
$64.7K - $80.3K
|
121
$12.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-804- 10.53% |
$65.3K - $81K
|
6.83K
$710K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.16K- 6.45% |
$93.8K - $116K
|
16.8K
$1.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.25K- 1.53% |
$101K - $126K
|
80.6K
$8.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.36K- 9.69% |
$111K - $137K
|
12.7K
$1.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.4K- 18.42% |
$114K - $141K
|
6.19K
$644K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.41K- 41.21% |
$115K - $142K
|
2.02K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.47K- 2.34% |
$119K - $148K
|
61.3K
$6.37M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.57K- 11.24% |
$128K - $158K
|
12.4K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.57K- 33.53% |
$128K - $159K
|
3.12K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.61K- 17.42% |
$131K - $162K
|
7.64K
$795K
|