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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
136+ 0.15% |
$12.2K - $13.8K
|
91.8K
$8.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
120+ 0.97% |
$10.8K - $12.2K
|
12.5K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
104New |
$9.35K - $10.5K
|
104
$9.61K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
100+ 1.61% |
$8.99K - $10.1K
|
6.3K
$582K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
78New |
$7.01K - $7.91K
|
78
$7.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
76+ 0.88% |
$6.83K - $7.7K
|
8.74K
$807K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 1.95% |
$4.04K - $4.56K
|
2.35K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
43+ 1.08% |
$3.86K - $4.36K
|
4.02K
$371K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
40New |
$3.6K - $4.06K
|
40
$3.69K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
34New |
$3.06K - $3.45K
|
34
$3.14K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
32+ 0.96% |
$2.88K - $3.24K
|
3.36K
$311K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
32+ 0.25% |
$2.88K - $3.24K
|
12.9K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
30New |
$2.7K - $3.04K
|
30
$2.77K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 1.81% |
$1.35K - $1.52K
|
843
$77.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
13+ 0.04% |
$1.17K - $1.32K
|
31.1K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 2.08% |
$809 - $912
|
442
$40.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
9+ 0.3% |
$809 - $912
|
3.02K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
8+ 0.01% |
$719 - $811
|
85.1K
$7.86M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 0.49% |
$270 - $304
|
617
$57K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 2.22% |
$180 - $203
|
92
$8.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.99% |
$180 - $203
|
204
$18.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.03% |
$89.9 - $101
|
3.25K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 12.5% |
$89.9 - $101
|
9
$831
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.16% |
$89.9 - $101
|
637
$58.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 1.96% |
$89.9 - $101
|
52
$4.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 8.33% |
$89.9 - $101
|
13
$1.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2- 0.52% |
$180 - $203
|
380
$35.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6- 0.02% |
$539 - $608
|
34.8K
$3.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-6- 0.09% |
$539 - $608
|
6.88K
$636K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-36- 0.53% |
$3.24K - $3.65K
|
6.78K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-40- 0.39% |
$3.6K - $4.06K
|
10.3K
$953K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-51- 56.04% |
$4.58K - $5.17K
|
40
$3.69K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-53- 5.53% |
$4.76K - $5.37K
|
905
$83.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-86- 0.45% |
$7.73K - $8.72K
|
18.9K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-110- 0.09% |
$9.89K - $11.2K
|
123K
$11.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-126- 0.17% |
$11.3K - $12.8K
|
72.5K
$6.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-154- 3.63% |
$13.8K - $15.6K
|
4.08K
$377K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-378- 0.94% |
$34K - $38.3K
|
39.7K
$3.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-405- 1.22% |
$36.4K - $41.1K
|
32.8K
$3.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-517- 1.38% |
$46.5K - $52.4K
|
37K
$3.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-574- 1.86% |
$51.6K - $58.2K
|
30.4K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-733- 34.2% |
$65.9K - $74.3K
|
1.41K
$130K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-735- 0.4% |
$66.1K - $74.5K
|
182K
$16.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-800- 12.52% |
$71.9K - $81.1K
|
5.59K
$516K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-871- 9.38% |
$78.3K - $88.3K
|
8.41K
$777K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-901- 13.51% |
$81K - $91.3K
|
5.77K
$533K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 17.49% |
$90.9K - $102K
|
4.77K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.2K- 25.62% |
$108K - $122K
|
3.48K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.34K- 6.34% |
$121K - $136K
|
19.8K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.61K- 6.47% |
$145K - $163K
|
23.3K
$2.15M
|