Purchases and Sales Made in Q4 2024 in Vanguard S&P Small Cap 600 Val (VIOV)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 Val (VIOV) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD S&P SMALL CAP 600 VAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
248KNew |
$22.3M - $25.2M
|
248K
$23.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
170KNew |
$15.3M - $17.2M
|
170K
$15.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
67.1KNew |
$6.03M - $6.8M
|
67.1K
$6.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
60.4KNew |
$5.43M - $6.12M
|
60.4K
$5.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
50.9KNew |
$4.57M - $5.16M
|
50.9K
$4.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16KNew |
$1.44M - $1.62M
|
16K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
12.8KNew |
$1.15M - $1.3M
|
12.8K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
12KNew |
$1.08M - $1.21M
|
12K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.2KNew |
$921K - $1.04M
|
10.2K
$954K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7.81KNew |
$702K - $792K
|
7.81K
$728K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6.64KNew |
$596K - $673K
|
6.64K
$618K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.21KNew |
$379K - $427K
|
4.21K
$392K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.65K+ 3.37% |
$328K - $370K
|
112K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.6K+ 13.09% |
$234K - $264K
|
22.5K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.38KNew |
$214K - $241K
|
2.38K
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.35KNew |
$211K - $238K
|
2.35K
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.16KNew |
$194K - $219K
|
2.16K
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.08K+ 6.0% |
$187K - $211K
|
36.8K
$3.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
1.9K+ 1.91% |
$170K - $192K
|
101K
$9.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.84KNew |
$165K - $186K
|
1.84K
$171K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.64K+ 31.58% |
$147K - $166K
|
6.81K
$634K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 1.66% |
$146K - $165K
|
99.7K
$9.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.47K+ 22.16% |
$132K - $149K
|
8.08K
$753K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.26K+ 1.93% |
$113K - $128K
|
66.6K
$6.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.97% |
$91.8K - $104K
|
26.7K
$2.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
893New |
$80.3K - $90.5K
|
893
$83.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
495+ 13.73% |
$44.5K - $50.2K
|
4.1K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
384+ 4.96% |
$34.5K - $38.9K
|
8.13K
$757K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
344+ 3.33% |
$30.9K - $34.9K
|
10.7K
$995K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
313+ 5.4% |
$28.1K - $31.7K
|
6.11K
$569K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
268+ 3.32% |
$24.1K - $27.2K
|
8.34K
$777K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
234New |
$21K - $23.7K
|
234
$21.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
138+ 176.92% |
$12.4K - $14K
|
216
$20.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
136+ 0.15% |
$12.2K - $13.8K
|
91.8K
$8.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
120+ 0.97% |
$10.8K - $12.2K
|
12.5K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
104New |
$9.35K - $10.5K
|
104
$9.69K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
100+ 1.61% |
$8.99K - $10.1K
|
6.3K
$587K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
78New |
$7.01K - $7.91K
|
78
$7.26K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
76+ 0.88% |
$6.83K - $7.7K
|
8.74K
$814K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 1.95% |
$4.04K - $4.56K
|
2.35K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
40New |
$3.6K - $4.06K
|
40
$3.73K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
32+ 0.96% |
$2.88K - $3.24K
|
3.36K
$313K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
32+ 0.25% |
$2.88K - $3.24K
|
12.9K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
30New |
$2.7K - $3.04K
|
30
$2.79K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 1.81% |
$1.35K - $1.52K
|
843
$78.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
13+ 0.04% |
$1.17K - $1.32K
|
31.1K
$2.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
8+ 0.01% |
$719 - $811
|
85.1K
$7.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 0.49% |
$270 - $304
|
617
$57.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 2.22% |
$180 - $203
|
92
$8.57K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.99% |
$180 - $203
|
204
$19K
|