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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.76KNew |
$792K - $983K
|
9.76K
$1.05M
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
344New |
$27.9K - $34.7K
|
344
$37K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
70+ 5.04% |
$5.69K - $7.05K
|
1.46K
$157K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.54KNew |
$288K - $357K
|
3.54K
$380K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.55KNew |
$126K - $156K
|
1.55K
$167K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.61K- 17.42% |
$131K - $162K
|
7.64K
$821K
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4.09KNew |
$333K - $412K
|
4.09K
$440K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
471New |
$38.3K - $47.5K
|
471
$50.6K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 7.69% |
$162 - $202
|
28
$3.01K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
92New |
$7.47K - $9.27K
|
92
$9.89K
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.75KNew |
$304K - $378K
|
3.75K
$403K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.26KNew |
$102K - $127K
|
1.26K
$136K
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.57K- 33.53% |
$128K - $159K
|
3.12K
$335K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
286New |
$23.2K - $28.8K
|
286
$30.7K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11.6K+ 3.2% |
$940K - $1.17M
|
373K
$40.1M
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.78K- 3.81% |
$226K - $280K
|
70.2K
$7.55M
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.64% |
$81.2 - $101
|
62
$6.66K
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
34+ 1.43% |
$2.76K - $3.43K
|
2.4K
$258K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
120New |
$9.75K - $12.1K
|
120
$12.9K
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
74+ 1.81% |
$6.01K - $7.46K
|
4.16K
$447K
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.02KNew |
$164K - $204K
|
2.02K
$217K
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
437+ 1.43% |
$35.5K - $44K
|
31.1K
$3.34M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.73% |
$487 - $605
|
833
$89.5K
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-703- 15.95% |
$57.1K - $70.8K
|
3.71K
$398K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
205+ 9.07% |
$16.7K - $20.7K
|
2.46K
$265K
|
|
Q3 2023 | |||||||
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.8K- 49.46% |
$413K - $465K
|
4.91K
$527K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.8KNew |
$1.62M - $1.82M
|
18.8K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-424- 49.88% |
$36.5K - $41.1K
|
426
$45.8K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-963- 94.78% |
$82.8K - $93.3K
|
53
$5.7K
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
282+ 7.71% |
$24.3K - $27.3K
|
3.94K
$423K
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.04KNew |
$261K - $294K
|
3.04K
$326K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.01KNew |
$603K - $679K
|
7.01K
$753K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-62- 0.1% |
$5.33K - $6.01K
|
62K
$6.66M
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-44- 41.9% |
$3.78K - $4.26K
|
61
$6.56K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
437New |
$37.6K - $42.4K
|
437
$47K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.31K+ 34.23% |
$199K - $224K
|
9.07K
$974K
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.63KNew |
$226K - $255K
|
2.63K
$282K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-100- 84.75% |
$8.6K - $9.69K
|
18
$1.93K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
52New |
$4.47K - $5.04K
|
52
$5.59K
|
|
Q2 2023 | |||||||
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-239- 63.9% |
$20K - $22K
|
135
$14.5K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
196New |
$16.4K - $18K
|
196
$21.1K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 18.87% |
$837 - $920
|
43
$4.62K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
450New |
$37.7K - $41.4K
|
450
$48.4K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
12.9K+ 116.96% |
$1.08M - $1.19M
|
24K
$2.58M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
60New |
$5.02K - $5.52K
|
60
$6.45K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-170- 45.95% |
$14.2K - $15.6K
|
200
$21.5K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.94K+ 16.66% |
$246K - $270K
|
20.6K
$2.21M
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
3.94KNew |
$330K - $363K
|
3.94K
$424K
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-44- 73.33% |
$3.68K - $4.05K
|
16
$1.72K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
90New |
$7.53K - $8.28K
|
90
$9.67K
|