Purchases and Sales Made in Q4 2025 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 2025. 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 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
22.5K+ 2.22% |
$2.39M - $2.53M
|
1.04M
$113M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
21.5K+ 13.13% |
$2.28M - $2.43M
|
185K
$20.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
5.5K+ 126.58% |
$584K - $620K
|
9.85K
$1.07M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.26K+ 24.95% |
$453K - $481K
|
21.4K
$2.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.67KNew |
$390K - $414K
|
3.67K
$399K
|
|
|
Jan 16, 2026
Q4 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.43KNew |
$259K - $274K
|
2.43K
$265K
|
|
|
Jan 12, 2026
Q4 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.18KNew |
$231K - $245K
|
2.18K
$237K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.82KNew |
$193K - $205K
|
1.82K
$198K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.71KNew |
$182K - $193K
|
1.71K
$186K
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.41K+ 0.96% |
$150K - $159K
|
149K
$16.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
662+ 54.58% |
$70.3K - $74.7K
|
1.88K
$204K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
588+ 2.98% |
$62.5K - $66.3K
|
20.3K
$2.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
467+ 1.79% |
$49.6K - $52.7K
|
26.6K
$2.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
350+ 2.42% |
$37.2K - $39.5K
|
14.8K
$1.61M
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
252+ 4.15% |
$26.8K - $28.4K
|
6.32K
$687K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
154New |
$16.4K - $17.4K
|
154
$16.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
62+ 2.79% |
$6.59K - $6.99K
|
2.28K
$248K
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
12+ 0.29% |
$1.28K - $1.35K
|
4.17K
$454K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
5+ 0.03% |
$531 - $564
|
16.9K
$1.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.69% |
$425 - $451
|
241
$26.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 2.0% |
$106 - $113
|
51
$5.55K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.59% |
$106 - $113
|
64
$6.96K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-11- 0.37% |
$1.17K - $1.24K
|
2.94K
$320K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13- 0.3% |
$1.38K - $1.47K
|
4.37K
$475K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-20- 0.39% |
$2.13K - $2.26K
|
5.05K
$550K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.5% |
$2.76K - $2.93K
|
5.15K
$560K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-106- 1.34% |
$11.3K - $12K
|
7.79K
$847K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-180- 3.0% |
$19.1K - $20.3K
|
5.82K
$633K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-290- 1.29% |
$30.8K - $32.7K
|
22.2K
$2.41M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-371- 2.67% |
$39.4K - $41.8K
|
13.5K
$1.47M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-415- 12.96% |
$44.1K - $46.8K
|
2.79K
$303K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-505- 3.7% |
$53.7K - $57K
|
13.2K
$1.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-683- 7.32% |
$72.6K - $77K
|
8.65K
$941K
|
|
|
Jan 15, 2026
Q4 2025
|
Kieckhefer Group LLC
Mequon, WI |
SELL
|
- |
-1.51K- 18.87% |
$161K - $170K
|
6.5K
$707K
|
|