Latest Institutional Transactions on Vanguard S&P Small Cap 600 ETF (VIOO)
This table provides information on the latest institutional transactions involving Vanguard S&P Small Cap 600 ETF (VIOO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.55K+ 372.12% |
$145K - $158K
|
1.96K
$211K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
611New |
$57.2K - $62.2K
|
611
$65.7K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
445New |
$41.7K - $45.3K
|
445
$47.8K
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
31.1KNew |
$2.91M - $3.16M
|
31.1K
$3.34M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.78KNew |
$447K - $486K
|
4.78K
$513K
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
9New |
$843 - $916
|
9
$967
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.6K- 40.95% |
$150K - $163K
|
2.31K
$248K
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.74KNew |
$163K - $177K
|
1.74K
$187K
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-4.25K- 40.3% |
$398K - $433K
|
6.3K
$677K
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
590+ 4.55% |
$55.3K - $60.1K
|
13.6K
$1.46M
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
538New |
$50.4K - $54.8K
|
538
$57.8K
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
100+ 2.38% |
$9.37K - $10.2K
|
4.3K
$462K
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
24.8KNew |
$2.33M - $2.53M
|
24.8K
$2.67M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-40- 35.09% |
$3.75K - $4.07K
|
74
$7.95K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
459New |
$43K - $46.7K
|
459
$49.3K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.29KNew |
$214K - $233K
|
2.29K
$246K
|
|
Q1 2024 | |||||||
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.37KNew |
$316K - $342K
|
3.37K
$362K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
84+ 0.71% |
$7.87K - $8.53K
|
11.9K
$1.28M
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.5KNew |
$141K - $152K
|
1.5K
$161K
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-200- 4.77% |
$18.7K - $20.3K
|
4K
$429K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24New |
$2.25K - $2.44K
|
24
$2.58K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9K+ 6.49% |
$1.3M - $1.41M
|
228K
$24.5M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20K+ 48.32% |
$1.88M - $2.03M
|
61.4K
$6.6M
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
78+ 0.72% |
$7.31K - $7.92K
|
11K
$1.18M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-2.62K- 56.7% |
$245K - $266K
|
2K
$215K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
715+ 2.83% |
$67K - $72.6K
|
26K
$2.8M
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-290- 5.97% |
$27.2K - $29.4K
|
4.57K
$491K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-199- 5.61% |
$18.6K - $20.2K
|
3.35K
$360K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.1KNew |
$1.5M - $1.63M
|
16.1K
$1.72M
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-25- 11.42% |
$2.34K - $2.54K
|
194
$20.8K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$93.7 - $102
|
2.45K
$263K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
22New |
$2.06K - $2.23K
|
22
$2.36K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
90+ 3.53% |
$8.43K - $9.14K
|
2.64K
$283K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-30- 45.45% |
$2.81K - $3.05K
|
36
$3.87K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 22.22% |
$187 - $203
|
11
$1.18K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
208+ 866.67% |
$19.5K - $21.1K
|
232
$24.9K
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.2KNew |
$206K - $223K
|
2.2K
$236K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
4.07K+ 157.85% |
$382K - $414K
|
6.66K
$715K
|
|
Q4 2023 | |||||||
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
240New |
$19.5K - $24.2K
|
240
$25.8K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
20New |
$1.62K - $2.02K
|
20
$2.15K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-55- 50.0% |
$4.47K - $5.54K
|
55
$5.91K
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.4KNew |
$195K - $242K
|
2.4K
$258K
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.36KNew |
$192K - $238K
|
2.36K
$254K
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
7.99KNew |
$649K - $805K
|
7.99K
$859K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
192+ 5.4% |
$15.6K - $19.3K
|
3.75K
$403K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
49+ 1.16% |
$3.98K - $4.94K
|
4.27K
$459K
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
7.99KNew |
$649K - $805K
|
7.99K
$859K
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
3.63KNew |
$295K - $366K
|
3.63K
$390K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-21- 3.1% |
$1.71K - $2.12K
|
657
$70.6K
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.21KNew |
$179K - $222K
|
2.21K
$237K
|