Purchases and Sales Made in Q1 2022 in Vanguard S&P Small Cap 600 ETF (VIOO)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 ETF (VIOO) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD S&P SMALL CAP 600 ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
576K+ 114.14% |
$54.1M - $61.7M
|
1.08M
$112M
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
77.3K+ 131.21% |
$7.26M - $8.27M
|
136K
$14.2M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
68.3K+ 344.93% |
$6.42M - $7.31M
|
88.2K
$9.17M
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
49.5KNew |
$4.65M - $5.3M
|
49.5K
$5.15M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.9K+ 31.23% |
$3.75M - $4.27M
|
168K
$17.4M
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
21.4KNew |
$2.01M - $2.29M
|
21.4K
$2.22M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.8K+ 6.29% |
$1.85M - $2.11M
|
334K
$34.7M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
18.8K+ 24.07% |
$1.76M - $2.01M
|
96.7K
$10.1M
|
|
May 10, 2022
Q1 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
14.4KNew |
$1.35M - $1.54M
|
14.4K
$1.49M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.3K+ 4.21% |
$1.25M - $1.43M
|
330K
$34.4M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.1K+ 18.47% |
$950K - $1.08M
|
64.9K
$6.75M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.07K+ 217.85% |
$757K - $863K
|
11.8K
$1.22M
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7.8K+ 251.13% |
$732K - $835K
|
10.9K
$1.13M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
7.43K+ 8.6% |
$697K - $795K
|
93.8K
$9.75M
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.12KNew |
$669K - $762K
|
7.12K
$741K
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.4K+ 3.26% |
$413K - $471K
|
139K
$14.5M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.29KNew |
$403K - $459K
|
4.29K
$446K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.27K+ 13.05% |
$401K - $457K
|
37K
$3.85M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.15KNew |
$389K - $444K
|
4.15K
$431K
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
4.11KNew |
$386K - $440K
|
4.11K
$427K
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
4.02K+ 4.35% |
$378K - $431K
|
96.6K
$10M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.75KNew |
$352K - $401K
|
3.75K
$390K
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.68KNew |
$346K - $394K
|
3.68K
$383K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.58K+ 12.12% |
$336K - $383K
|
33.1K
$3.44M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.47K+ 2.58% |
$326K - $371K
|
138K
$14.3M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
2.88KNew |
$271K - $308K
|
2.88K
$300K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.62K+ 67.24% |
$246K - $280K
|
6.51K
$677K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.57K+ 132.83% |
$242K - $275K
|
4.51K
$469K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.39KNew |
$225K - $256K
|
2.39K
$249K
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2KNew |
$188K - $214K
|
2K
$208K
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.8K+ 94.74% |
$169K - $193K
|
3.7K
$385K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.7KNew |
$160K - $182K
|
1.7K
$177K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.65K+ 6.73% |
$155K - $177K
|
26.2K
$2.72M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.56K+ 4.84% |
$146K - $167K
|
33.8K
$3.51M
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.54K+ 4.45% |
$145K - $165K
|
36.2K
$3.76M
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.5K+ 35.48% |
$141K - $161K
|
5.74K
$596K
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.5K+ 142.67% |
$141K - $160K
|
2.55K
$265K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.36K+ 36.84% |
$127K - $145K
|
5.04K
$524K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.35KNew |
$127K - $144K
|
1.35K
$140K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.29K+ 8.85% |
$121K - $138K
|
15.9K
$1.66M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
1.29K+ 17.21% |
$121K - $137K
|
8.75K
$910K
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.26KNew |
$118K - $134K
|
1.26K
$131K
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.16K+ 33.39% |
$109K - $125K
|
4.65K
$484K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.14K+ 8.89% |
$107K - $121K
|
13.9K
$1.45M
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.13KNew |
$106K - $121K
|
1.13K
$118K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.07K+ 1.1% |
$101K - $115K
|
98.8K
$10.3M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.06KNew |
$99.2K - $113K
|
1.06K
$110K
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
998+ 40.45% |
$93.7K - $107K
|
3.47K
$360K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
927+ 253.28% |
$87K - $99.2K
|
1.29K
$134K
|
|
May 10, 2022
Q1 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
918+ 4.44% |
$86.2K - $98.2K
|
21.6K
$2.25M
|