Purchases and Sales Made in Q3 2023 in Vanguard S&P Small Cap 600 Gro (VIOG)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 Gro (VIOG) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD S&P SMALL CAP 600 GRO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5+ 0.11% |
$469 - $520
|
4.62K
$529K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$187 - $208
|
448
$51.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.61% |
$93.7 - $104
|
166
$19K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.25% |
$93.7 - $104
|
409
$46.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-13- 0.58% |
$1.22K - $1.35K
|
2.24K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-34- 1.52% |
$3.19K - $3.54K
|
2.21K
$253K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-50- 2.02% |
$4.69K - $5.2K
|
2.42K
$278K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-55- 0.11% |
$5.15K - $5.72K
|
48.6K
$5.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-61- 1.71% |
$5.72K - $6.35K
|
3.51K
$402K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-104- 1.66% |
$9.75K - $10.8K
|
6.16K
$706K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-125- 0.51% |
$11.7K - $13K
|
24.3K
$2.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-189- 2.38% |
$17.7K - $19.7K
|
7.74K
$887K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-196- 2.25% |
$18.4K - $20.4K
|
8.51K
$975K
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-200- 3.77% |
$18.7K - $20.8K
|
5.1K
$585K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-213- 10.4% |
$20K - $22.2K
|
1.84K
$210K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-218- 7.03% |
$20.4K - $22.7K
|
2.89K
$331K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-250- 7.94% |
$23.4K - $26K
|
2.9K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-407- 3.18% |
$38.1K - $42.4K
|
12.4K
$1.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-440- 2.37% |
$41.2K - $45.8K
|
18.1K
$2.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-512- 16.37% |
$48K - $53.3K
|
2.62K
$300K
|
|
|
Oct 31, 2023
Q3 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-717- 6.8% |
$67.2K - $74.6K
|
9.82K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-760- 11.33% |
$71.2K - $79.1K
|
5.95K
$682K
|
|
|
Oct 25, 2023
Q3 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-959- 1.88% |
$89.9K - $99.8K
|
49.9K
$5.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.06K- 9.23% |
$99.3K - $110K
|
10.4K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.07K- 9.97% |
$99.8K - $111K
|
9.62K
$1.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.09K- 6.01% |
$102K - $113K
|
17K
$1.95M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.35K- 3.38% |
$126K - $140K
|
38.5K
$4.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.2K- 4.22% |
$206K - $229K
|
50K
$5.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.09K- 14.71% |
$289K - $321K
|
17.9K
$2.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.2K- 9.19% |
$300K - $333K
|
31.6K
$3.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.24K- 8.19% |
$678K - $753K
|
81.1K
$9.3M
|