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 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-40- 0.39% |
$3.6K - $4.06K
|
10.3K
$966K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-51- 56.04% |
$4.58K - $5.17K
|
40
$3.74K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-53- 5.53% |
$4.76K - $5.37K
|
905
$84.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-86- 0.45% |
$7.73K - $8.72K
|
18.9K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-86- 1.5% |
$7.73K - $8.72K
|
5.66K
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-110- 0.09% |
$9.89K - $11.2K
|
123K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-126- 0.17% |
$11.3K - $12.8K
|
72.5K
$6.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-154- 3.63% |
$13.8K - $15.6K
|
4.08K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-255- 4.26% |
$22.9K - $25.9K
|
5.73K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-328- 40.39% |
$29.5K - $33.3K
|
484
$45.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-378- 0.94% |
$34K - $38.3K
|
39.7K
$3.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-405- 1.22% |
$36.4K - $41.1K
|
32.8K
$3.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-517- 1.38% |
$46.5K - $52.4K
|
37K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-537- 2.08% |
$48.3K - $54.4K
|
25.3K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-574- 1.86% |
$51.6K - $58.2K
|
30.4K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-733- 34.2% |
$65.9K - $74.3K
|
1.41K
$132K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-735- 0.4% |
$66.1K - $74.5K
|
182K
$17.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-800- 12.52% |
$71.9K - $81.1K
|
5.59K
$523K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-871- 9.38% |
$78.3K - $88.3K
|
8.41K
$788K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-901- 13.51% |
$81K - $91.3K
|
5.77K
$540K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 17.49% |
$90.9K - $102K
|
4.77K
$447K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.2K- 25.62% |
$108K - $122K
|
3.48K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.34K- 6.34% |
$121K - $136K
|
19.8K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.61K- 6.47% |
$145K - $163K
|
23.3K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.83K- 10.33% |
$165K - $186K
|
15.9K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.99K- 4.64% |
$179K - $202K
|
40.9K
$3.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-2.05K- 1.46% |
$184K - $208K
|
138K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-2.53K- 2.57% |
$227K - $256K
|
95.7K
$8.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.34K- 7.24% |
$300K - $338K
|
42.7K
$4M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.81K- 21.58% |
$342K - $386K
|
13.8K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.14K- 6.07% |
$372K - $420K
|
64.1K
$6M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-4.39K- 15.0% |
$395K - $445K
|
24.9K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.51K- 16.38% |
$495K - $558K
|
28.1K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-6.59K- 7.29% |
$593K - $668K
|
83.9K
$7.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.43K- 18.3% |
$667K - $753K
|
33.1K
$3.1M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-8.51K- 3.98% |
$765K - $863K
|
205K
$19.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.3K- 79.57% |
$924K - $1.04M
|
2.64K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10.6K- 44.1% |
$955K - $1.08M
|
13.5K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.8K- 81.57% |
$1.06M - $1.2M
|
2.67K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-14.6K- 64.42% |
$1.31M - $1.48M
|
8.04K
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23K- 11.87% |
$2.07M - $2.33M
|
171K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-26.6K- 7.75% |
$2.39M - $2.7M
|
317K
$29.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-28.1K- 14.73% |
$2.52M - $2.85M
|
163K
$15.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-28.3K- 14.96% |
$2.54M - $2.87M
|
161K
$15.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-30K- 75.34% |
$2.7M - $3.05M
|
9.83K
$920K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-42.3K- 99.49% |
$3.8M - $4.28M
|
216
$20.2K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-112K- 25.92% |
$10.1M - $11.4M
|
321K
$30M
|